Custom Settings, Configuration Groups and Config Management Flashcards
*What are two ways to control the behavior of PSA?
Configuration options and custom settings
What does PSA use to process specific data elements based on individual customer requirements?
Configuration values
How are configuration options organized?
By Groups, Options, and Values
What does PSA use configuration values for?
To process specific data elements, based on individual customer requirements
What levels does PSA track actuals at prior to billing?
Region, practice, group, resource, and project level
What does the “Adjust Hours Strategy Respects Holidays” field indicate?
Whether the scheduling strategy respects work calendar holidays and sets hour to zero for zero hour holidays
In what circumstances are schedule exceptions created for holidays?
When the “Adjust Hours Strategy Respects Holidays” field is set to true and a non-working holiday is during a weekday or a working holiday occurs on a weekday or a weekend.
*What contains settings for column preferences across multiple UIs in PSA and for the day to use as the start of the week?
Common Setting Custom Setting
How can timecard entry pages be controlled?
Custom or configuration settings (depending on time entry screen)
What calculations is Week Start Date used in?
Utilization, Backlog, Missing Timecard
What controls the way in which PSA handles exchange rates?
Currencies configuration group
What governs the hierarchal behavior of regions, practice, groups, and projects?
Hierarchy Configuration Group
*How would you add additional fields to the PSA Contact Card Lightning Component?
Modify the field set that you want to use to add additional fields
*How might you be able to add additional fields to the PSA Contact Card component on the Resource Request lightning page?
(1) Modify the field set on the contact, (2) navigate to the Resource Request Lightning Page, (3) select the new (or updated) field set from the Custom FIelds Field Set picklist on the component
Can you customize PSA Lightning components?
Yes
What does the PSA Scheduled Actions component enable you to do?
Schedule Backlog Calculation, Missing Timecard calculation, Time Variance Calculation, Utilization Calculation
*What does the PSA Administration tab enable you to do?
Run and schedule PSA actions (such as bath jobs) and configure PSA
Can you add formula fields and roll-up summary fields to a field set?
Yes, however, you will get errors and it is not advised since they are not editable
Can changes be made to packaged field sets?
Yes but any changes will be lost when the package is updated. New field sets from the package overwrites the customized one
*How do you change columns that appear in lists?
Changing the field sets associated with that page
*How do you enable Intelligent Staffing?
Select Include Recommended Resources Default to set the Include Recommended Resources field in the Resource Filter to True
*Where can you find the release version of PSA that the organization is on?
PSA Administration Page
*What Enables you to control when you activate specific features in your FinancialForce application?
Feature Console
*When your FinancialForce application is updated to the latest version what kind of features are disabled by default?
Any features that might have a signification impact on your data or business proceses
What are some steps you must follow to enable a feature?
(1) Add fields or buttons to page layouts, (2) update action overrides, (3) assign permission or page layouts, (3), add picklist values, (4) update context-sensitive help links or field-level help text, (5) Update custom settings, (6) display tabs that were previously hidden
What can you update to confirm whether you have completed a step or decided to skip it?
Feature Console
*What does the Feature Console tab display?
The features that you can enable for a particular application and release
Does the Feature Console verify that automatic and manual tasks have been completed?
No, it only verifies automatic tasks
What assignments and permissions must you have in order to use the Feature Console?
license for each package that relates to the features you want to enable or disable (including foundations), FDN Feature Console permission set, and Salesforce System Administration profile
What are some examples of Core Data?
Region, Practice Group, Time Periods; Work Calendars, Holidays; Skills, Certifications, Picklist Values
How many time periods are required in each org?
At least one called All Time Periods
What should PSA time periods line up with?
The company’s fiscal year
Where do you go to set up a time period?
PSA Admin App
*What is dependent on work calendars?
Resource Utilization Calculations
What are holidays a related list to?
Work Calendars
What custom setting do you use to control the PSA Foundations integration behavior?
Foundations PSA Messaging Settings
What settings determine the relative importance of RPG and role for matching when filtering resources?
Resource Search Service Settings
What offers visibility into plan, actual, utilization and forecasting data for resources?
Regions, Practices, Groups
In PSA, what is a geographical entity used for financial accountability called?
Region
In PSA, what is an organization entity, such as a horizontal product line called?
Practice
In PSA, what is a business vertical, such as healthcare or financial services?
Group
What type of objects are RPGs?
Analytic objects
What provides structure for creating resource schedules and assignments, entering hours on timecards, and viewing the resulting calculations?
Time Periods, Work Calendars, and Holidays
What allows you to define date ranges for which your company can report its planned, actual, utilization, and forecasting information?
Time Periods
Where are time periods used to forecast and track actuals?
RPGs
*What defines the default number of hours each day in the week to carry over to resource schedules when creating assignments?
Work Calendar
What is the typical number of hours to be worked on a specific holiday?
Zero
Where are Holidays placed?
Work Calendars
*How many work calendars should you have set up?
There should be a work calendar for each entity in your organization that has different work weekdays, weekends, hours, or holidays
What work calendar is used in Gantt if there is no work calendar associated with the project or no hours assigned to the days in the associated work calendar?
24/7
What provides bill rates and cost rates when requesting resources?
Rate cards
*_____ _____ is the maximum amount for an expense type on an expense line
Expense Limit
*Do Expense Limits apply to Expense Reports, Expense Lines, or both?
Expense Line
What can you apply expense rates to?
Expense Types and Resource Roles
What currency are expense limits and rates, expense reports, and billable amounts displayed in?
The associated project’s currency
What causes an expense limit or rate to be applied to all projects in the specified RPG and those below it in the hierarchy?
Cascading Option
What currency are reimbursable amounts calculated in?
The resource’s currency
How many levels of skills hierarchies are supported?
10
How can you organize and group skills and certifications?
By functional or product areas
What allows you to group skills and certifications?
Skill Sets
What default permission set should be assigned to users so that they can use skill sets?
PSA - Manage Skills
What can set warnings in your org based on a minimum number of resources with specific skills or certifications, average ratings, or other elements?
Skills Thresholds
What page displays the number of resources, filtered by RPG, with a type of Skill/Certification, along with the High Value rating, Average Value Rating, and number of open resource requests for a particular skill or certification?
Skills Capacity
Where can you add the PSA Manage Skills and Certifications component so users can view their own records?
Any Lightning App Page or PSA Home page
What are an organization’s trackable human assets called?
Resource
What type of record is a Resource?
Contact
What predefined custom page layouts are included in the PSA managed package?
Log a Timecard (New UI), Time Entry, Project Planner, Project Planner (PM), Resource Planner, Self-Assignment
*What are two main areas that you will need to set up approval processes for?
Timecard and Expense approvals
Which object would you need to use field sets on to determine which editable and read-only fields display on the Time Entry page when entering time against project tasks?
Task Time
