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54. Frage
In your company, you have 2 types of users:
Type 1: Employees that need to enter Timecards, Expenses, and need access to the Resource Planner Type 2: Project Managers that need to enter Timecards, Expenses, and need access to the Resource Planner and the Project Planner All employees are tied to the basic "Standard PSA User" profile that gives them access only to the "Accounts" and "Contacts" objects.
Kevin is a Type 1 employee. However, when he logs into his Salesforce org, he can see the tab for the Project Planner, along with Resource Planner, Timecards, and Expenses.
Which of the following troubleshooting steps would you take to stop the Project Planner tab from appearing in Kevin's App Menu?
Antwort: C
Begründung:
* Understanding Permission Sets and Visibility in PSA:
* In PSA, permission sets control whichtabs and featuresa user can see.
* If Kevin, a Type 1 employee,sees the Project Planner tab, he likely has aProject Manager- related permission setassigned.
* Options Analysis:
* Option A:"Ensure Kevin is not assigned to the Project Manager Permission Set"#Correct! The Project Manager Permission Setgrants access to theProject Planner.
* Option B:"Ensure Kevin does not have a Permission Control record for the 'Project Planner View' permission"#Incorrect.Permission Controlsmanage functional access, notUI visibility.
* Option C:"Ensure that the Project Planner is not Visible on Kevin's user profile"#Incorrect.
Profiles in PSA providebase access, butpermission setsdeterminefeature visibility.
* Steps to Remove Project Planner Access for Kevin:
* Navigate toSetup#Permission Set Assignments.
* Search for Kevin'sassigned permission sets.
* IfProject Manager Permission Setis assigned, remove it.
* Log in as Kevin to verify that theProject Planner tabis no longer visible.
References:
* PSA Sys Admin Essentials Student Guide.
55. Frage
Your company has both full time and part time resources. From a Human Resources perspective, part time resources can work any number of hours per week. From a Resource Planning perspective, management has agreed that part time workers can be estimated at 20 hours per week.
Based on this information, how many work calendars should be created?
Antwort: A
Begründung:
Step-by-Step Comprehensive Detailed Explanation
* Understanding Work Calendars in Certinia PSA
* Work calendars define the default number of hours per day and week that a resource is expected to work.
* They are crucial forresource scheduling, utilization calculations, and capacity planning.
* Every activePSA Resource must have an associated work calendarto allow project assignments.
* Scenario Analysis
* Your company hasboth full-time and part-time resources.
* Full-time resources have astandard workweek(e.g., 40 hours per week).
* Part-time resources havevariable work hoursbut are estimated at20 hours per week for planning purposes.
* This means you needat least one calendar for full-time and one for part-time workers.
* Why Option B is Correct
* Creating asingle full-time work calendar(e.g., 40 hours per week) covers all full-time employees.
* Creatingone part-time work calendar(e.g., 20 hours per week) provides a consistent framework for part-time resource planning.
* This approach ensuresstandardized reporting, scheduling, and forecastingwithout unnecessary complexity.
* Why the Other Options Are Incorrect
* A. One full-time work calendar, and one work calendar for each unique part-time contract
* This would requiremultiple work calendars for different part-time contracts, making resource scheduling overly complex.
* Since management has agreed on an estimated20 hours per weekfor all part-time workers, a single part-time work calendar suffices.
* C. One full-time work calendar, one part-time work calendar, and one generic flexible work calendar
* Aflexible work calendaris not necessary if all part-time workers are estimated at 20 hours per week.
* Work calendars should align withclear scheduling rules, not individual flexibility.
* Implementation in PSA
* Navigate toPSA - Admin App# ClickWork Calendarstab.
* Create the following calendars:
* Full-Time Work Calendar: Set working hours to 40 per week.
* Part-Time Work Calendar: Set working hours to 20 per week.
* Assign the correct work calendar to each resource during onboarding.
References and Verified Certinia PSA Documentation
* PSA Work Calendars Overview.
* Setting Up Work Calendars.
56. Frage
Your company is rolling out Skills and Certifications to encourage employees to track their skills and also decide which skills they would like to acquire. After rolling this feature out, end-users have noted they can't add their assignments to build their "Experience". What could be causing this problem?
Antwort: B
57. Frage
Where would you go to opt in for push updates, or to update the schedule of when an update will be pushed for FinancialForce applications?
Antwort: A
58. Frage
You receive a requirement to add a secondary approval for Expense Reports whenever an Expense amount exceeds the set threshold amount.
How would you configure this?
Antwort: C
Begründung:
To add a secondary approval for Expense Reports when the expense amount exceeds a threshold, follow these steps:
* Navigate to Approval Processes:
* Go toSetupin Salesforce.
* EnterApproval Processesin the Quick Find box.
* SelectApproval Processesunder Process Automation.
* Create a New Approval Process for Expense Reports:
* ClickNew Approval Processand selectUse Standard Setup Wizard.
* SelectExpense Reportas the object.
* Enter aProcess NameandUnique Name.
* Set Entry Criteria for High-Value Expense Reports:
* Define criteria where theExpense Amountfield is greater than the threshold value set by your organization.
* Example:Expense Amount > 1000.
* Define the Approval Steps:
* Step 1: Assign thePrimary Approval(e.g., Line Manager).
* Step 2: Create a conditional approval step for theSecondary Approval.
* Set entry criteria: Expense Amount > 1000.
* Assign approver (e.g., Finance Manager or CFO).
* Ensure that this step only triggers when the condition is met.
* Activate the Approval Process:
* ClickActivateto apply the approval workflow.
* FinancialForce PSA System Administration Guide
* PSA Approval Processes Configuration Documentation
References:
59. Frage
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