PSA-Sysadmin Exam Questions & Answers

If a user cannot see projects in the Project Management Workspace, the most common reason is:

User is Not a Project Manager on Any Projects:

The Project Management Workspace is filtered based on Project Manager assignments.

If the user is not assigned as a Project Manager, projects will not appear in their view.

How to Fix This:

Navigate to Project Records.

Ensure the user is assigned as a Project Manager.

Incorrect Answer Explanation:

B . The user is missing the Project Management Workspace Permission Control Incorrect

Workspace access is permission-based, but missing this permission would prevent access to the workspace itself, not specific projects.

C . The user is missing the PSA - Project Manager Permission Set Incorrect

This permission allows project-related actions but does not control visibility in the workspace.

PSA System Administration Guide

Why Use an Approval Process Field Update?

Approval Processes allow Field Updates when records move between stages.

The best practice is to update the Submitted Date as soon as the Timecard is submitted.

How to Configure This in Salesforce?

Step 1: Navigate to Setup > Approval Processes.

Step 2: Locate and edit the active Approval Process for Timecards.

Step 3: Under 'Initial Submission Actions', click 'Add New Field Update'.

Step 4: Select the Submitted Date field and set it to TODAY().

Step 5: Save and test by submitting a timecard.

Why Not Other Options?

Option B (Workflow Rule): Salesforce recommends Approval Processes over Workflows for approval-related field updates.

Option C (FinancialForce Flow): No need to modify PSA Flow when Approval Processes natively support field updates.

FF-PSA v15 Customer Overview.pdf, Page 40.

If you cannot see the 'Navigation Configuration Builder' in the App Launcher, possible reasons include:

Missing Permission Set:

You must have the 'FF Configuration Builder' permission set assigned to your user profile.

Without this, the Navigation Configuration Builder will not be accessible.

How to Assign the Permission Set:

Navigate to Setup > Users > Permission Sets.

Locate FF Configuration Builder and assign it to your user profile.

Other Possible Causes:

If permissions are correct but it's still missing, check user roles and profiles to ensure proper access.

Ensure that the Configuration Builder feature is enabled in PSA settings.

PSA Sys Admin Essentials Student Guide

How to Add the 'Gantt' Button

Step 1: Navigate to Setup in Salesforce.

Step 2: Go to Object Manager and select Project.

Step 3: Open Page Layouts and 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 require Dynamic Forms, which are not in use in this scenario.

FF-PSA v15 Customer Overview.pdf, Page 6.

To ensure that a part-time consultant's utilization is calculated correctly, the best approach is to:

Create a new Work Calendar with a 20-hour work week (e.g., 4 hours per day for a 5-day workweek).

Assign the new work calendar to the part-time consultant.

Ensure utilization calculations respect the work calendar, as PSA calculates utilization based on available hours from the assigned work calendar.

Option A (Creating a new 'Role') is incorrect because roles do not impact utilization calculations directly.

Option C (Creating a new Utilization Calculation) is incorrect because utilization calculations apply broadly and should not be created for individual cases.

Thus, the correct answer is B.

PSA Sys Admin Essentials Student Guide Fall 20