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NEW QUESTION # 23
A user has reported that their Utilization Report doesn't have data for the last few weeks.
Which two of the following are possible causes of this issue? (Choose two.)
Answer: A,C
Explanation:
If aUtilization Reportis missing data for the last few weeks, consider these potential causes:
* Problem:
* Time Periods may be missing, duplicated, or incorrectly configured.
* Solution:
* Navigate toPSA Administration > Time Periodsand verify that all expected time periods existwithout duplicates or gaps.
* Problem:
* The scheduledUtilization Calculation jobmay have failed or stopped running.
* Solution:
* Navigate toSetup > Apex Jobs.
* Check for errors or failures in theUtilization Calculation job.
* If necessary, manually rerun the job to recalculate utilization.
* C. "Estimates vs. Actuals" job failure is incorrectbecause it is unrelated to utilization calculations. It deals with project estimates compared to actual performance,not utilization tracking.
* PSA System Administration Essentials
* Utilization Calculation Troubleshooting Guide
1. Time Period Issues:2. Utilization Calculation Job Failure:Incorrect Answer Explanation:References:
NEW QUESTION # 24
The time periods in your org run through 2024. Your Finance team wants to start building forecast models through 2030. What is the best way to help the Finance team accomplish their task?
Answer: C
Explanation:
* Understanding Time Periods in PSA
* PSA requirespredefined time periodsto process timecards, utilization, and forecasting.
* If time periods are not extended into the future,forecasting and utilization calculations will stop workingbeyond the last defined time period.
* How to Extend Time Periods to 2030
* Step 1:Create a.csvfile with the appropriate time slices (years, quarters, months, weeks).
* Step 2:UseSalesforce Data Import WizardorDataloader.ioto import the records.
* Step 3:Ensure the imported time periods align with yourcompany's fiscal year.
* Step 4:Verify in PSA that new time periods are correctly set up and available for reports.
* Why Not Contact FinancialForce Support? (Option C)
* FinancialForce Support is not requiredto create time periods. This is astandard admin task that can be completed using Salesforce tools.
* PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 87.
References:
NEW QUESTION # 25
You have set up a Flow to automatically assign a resource's manager to the approver field on Timecards.
Users have reported that submitted Timecards are going to the Project Manager for approval and not the resource's manager. Of the following, which could be a reason for this?
Answer: C
Explanation:
Step-by-Step Comprehensive Detailed Explanation
* Understanding the Timecard Approval Process in PSA
* By default, the timecard approval process in Certinia PSA (formerly FinancialForce PSA) follows a specific hierarchy.
* If the project is abillable projectand theProject Manager field is filled, theProject Manager is automatically assigned as the approverfor timecards.
* If the Project Manager field is blank or the project isnon-billable, PSA uses theresource's manageras the approver (based on the Manager field in the Salesforce User record).
* How Flows Work in Assigning Approvers
* If you have created a Flow to automatically assign the resource's manager as the timecard approver, it means you are trying to override the default approval process.
* However, if theAssign Project Manager To Timecard Approverconfiguration option is enabled,PSA will still prioritize the Project Manager over the resource's manager, regardless of your Flow settings.
* This would explain why submitted timecards are still being assigned to theProject Manager instead of theresource's manager.
* Why the Other Options Are Incorrect
* A. PSA requires that only Project Managers can approve Timecards
* This is incorrect because PSA allows timecards to be approved byeither the Project Manager or the Resource's Manager, depending on the project settings.
* B. The process builder to assign the resource's manager is not active
* While this could be a factor, themain reasonis the configuration setting that forces the Project Manager to be the default approver.
* Even if the Flow was working correctly, theAssign Project Manager To Timecard Approversetting would still take precedence.
* How to Fix the Issue
* Navigate toPSA Configuration Settingsand check theAssign Project Manager To Timecard Approversetting.
* If it is set toTrue, change it toFalseto allow the Flow to correctly assign the resource's manager as the approver.
* Test by submitting a new timecard and verifying the assigned approver.
References and Verified Certinia PSA Documentation
* PSA System Administration Guide: Timecard Approval Process.
* FinancialForce PSA Approval Workflow: Default Approver Rules.
NEW QUESTION # 26
You have received a requirement to add the "Gantt" button to the Project page layout. Dynamic Forms are not in use. How would you configure this change?
Answer: C
Explanation:
* How to Add the "Gantt" Button
* Step 1:Navigate toSetupin Salesforce.
* Step 2:Go toObject Managerand selectProject.
* Step 3:OpenPage Layoutsand select the active page layout.
* Step 4:Find the"Mobile & Lightning Actions"menu.
* Step 5:Drag and drop the"Gantt"button onto the layout.
* Step 6:Save and verify the changes in the Project record.
* Why Not Other Options?
* Option A:Custom Settings (Page Preferences)does not control button visibility.
* Option B:Lightning Record Pages requireDynamic Forms, which arenot in usein this scenario.
* FF-PSA v15 Customer Overview.pdf, Page 6.
References:
NEW QUESTION # 27
Your organization has decided to use Workspaces but you notice the "PSA workspaces" package has not been installed. What should you do?
Answer: B
NEW QUESTION # 28
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