Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

FinancialForce PSA Sys Admin > Custom Settings, Configuration Groups and Config Management > Flashcards

Custom Settings, Configuration Groups and Config Management Flashcards

1
Q

*What are two ways to control the behavior of PSA?

A

Configuration options and custom settings

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

What does PSA use to process specific data elements based on individual customer requirements?

A

Configuration values

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

How are configuration options organized?

A

By Groups, Options, and Values

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

What does PSA use configuration values for?

A

To process specific data elements, based on individual customer requirements

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

What levels does PSA track actuals at prior to billing?

A

Region, practice, group, resource, and project level

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

What does the “Adjust Hours Strategy Respects Holidays” field indicate?

A

Whether the scheduling strategy respects work calendar holidays and sets hour to zero for zero hour holidays

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

In what circumstances are schedule exceptions created for holidays?

A

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.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

*What contains settings for column preferences across multiple UIs in PSA and for the day to use as the start of the week?

A

Common Setting Custom Setting

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

How can timecard entry pages be controlled?

A

Custom or configuration settings (depending on time entry screen)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

What calculations is Week Start Date used in?

A

Utilization, Backlog, Missing Timecard

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

What controls the way in which PSA handles exchange rates?

A

Currencies configuration group

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

What governs the hierarchal behavior of regions, practice, groups, and projects?

A

Hierarchy Configuration Group

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

*How would you add additional fields to the PSA Contact Card Lightning Component?

A

Modify the field set that you want to use to add additional fields

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

*How might you be able to add additional fields to the PSA Contact Card component on the Resource Request lightning page?

A

(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

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

Can you customize PSA Lightning components?

A

Yes

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

What does the PSA Scheduled Actions component enable you to do?

A

Schedule Backlog Calculation, Missing Timecard calculation, Time Variance Calculation, Utilization Calculation

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

*What does the PSA Administration tab enable you to do?

A

Run and schedule PSA actions (such as bath jobs) and configure PSA

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

Can you add formula fields and roll-up summary fields to a field set?

A

Yes, however, you will get errors and it is not advised since they are not editable

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

Can changes be made to packaged field sets?

A

Yes but any changes will be lost when the package is updated. New field sets from the package overwrites the customized one

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
20
Q

*How do you change columns that appear in lists?

A

Changing the field sets associated with that page

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
21
Q

*How do you enable Intelligent Staffing?

A

Select Include Recommended Resources Default to set the Include Recommended Resources field in the Resource Filter to True

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
22
Q

*Where can you find the release version of PSA that the organization is on?

A

PSA Administration Page

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
23
Q

*What Enables you to control when you activate specific features in your FinancialForce application?

A

Feature Console

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
24
Q

*When your FinancialForce application is updated to the latest version what kind of features are disabled by default?

A

Any features that might have a signification impact on your data or business proceses

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
25
Q

What are some steps you must follow to enable a feature?

A

(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

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
26
Q

What can you update to confirm whether you have completed a step or decided to skip it?

A

Feature Console

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
27
Q

*What does the Feature Console tab display?

A

The features that you can enable for a particular application and release

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
28
Q

Does the Feature Console verify that automatic and manual tasks have been completed?

A

No, it only verifies automatic tasks

29
Q

What assignments and permissions must you have in order to use the Feature Console?

A

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

30
Q

What are some examples of Core Data?

A

Region, Practice Group, Time Periods; Work Calendars, Holidays; Skills, Certifications, Picklist Values

31
Q

How many time periods are required in each org?

A

At least one called All Time Periods

32
Q

What should PSA time periods line up with?

A

The company’s fiscal year

33
Q

Where do you go to set up a time period?

A

PSA Admin App

34
Q

*What is dependent on work calendars?

A

Resource Utilization Calculations

35
Q

What are holidays a related list to?

A

Work Calendars

36
Q

What custom setting do you use to control the PSA Foundations integration behavior?

A

Foundations PSA Messaging Settings

37
Q

What settings determine the relative importance of RPG and role for matching when filtering resources?

A

Resource Search Service Settings

38
Q

What offers visibility into plan, actual, utilization and forecasting data for resources?

A

Regions, Practices, Groups

39
Q

In PSA, what is a geographical entity used for financial accountability called?

A

Region

40
Q

In PSA, what is an organization entity, such as a horizontal product line called?

A

Practice

41
Q

In PSA, what is a business vertical, such as healthcare or financial services?

A

Group

42
Q

What type of objects are RPGs?

A

Analytic objects

43
Q

What provides structure for creating resource schedules and assignments, entering hours on timecards, and viewing the resulting calculations?

A

Time Periods, Work Calendars, and Holidays

44
Q

What allows you to define date ranges for which your company can report its planned, actual, utilization, and forecasting information?

A

Time Periods

45
Q

Where are time periods used to forecast and track actuals?

A

RPGs

46
Q

*What defines the default number of hours each day in the week to carry over to resource schedules when creating assignments?

A

Work Calendar

47
Q

What is the typical number of hours to be worked on a specific holiday?

A

Zero

48
Q

Where are Holidays placed?

A

Work Calendars

49
Q

*How many work calendars should you have set up?

A

There should be a work calendar for each entity in your organization that has different work weekdays, weekends, hours, or holidays

50
Q

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?

A

24/7

51
Q

What provides bill rates and cost rates when requesting resources?

A

Rate cards

52
Q

*_____ _____ is the maximum amount for an expense type on an expense line

A

Expense Limit

53
Q

*Do Expense Limits apply to Expense Reports, Expense Lines, or both?

A

Expense Line

54
Q

What can you apply expense rates to?

A

Expense Types and Resource Roles

55
Q

What currency are expense limits and rates, expense reports, and billable amounts displayed in?

A

The associated project’s currency

56
Q

What causes an expense limit or rate to be applied to all projects in the specified RPG and those below it in the hierarchy?

A

Cascading Option

57
Q

What currency are reimbursable amounts calculated in?

A

The resource’s currency

58
Q

How many levels of skills hierarchies are supported?

A

10

59
Q

How can you organize and group skills and certifications?

A

By functional or product areas

60
Q

What allows you to group skills and certifications?

A

Skill Sets

61
Q

What default permission set should be assigned to users so that they can use skill sets?

A

PSA - Manage Skills

62
Q

What can set warnings in your org based on a minimum number of resources with specific skills or certifications, average ratings, or other elements?

A

Skills Thresholds

63
Q

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?

A

Skills Capacity

64
Q

Where can you add the PSA Manage Skills and Certifications component so users can view their own records?

A

Any Lightning App Page or PSA Home page

65
Q

What are an organization’s trackable human assets called?

A

Resource

66
Q

What type of record is a Resource?

A

Contact

67
Q

What predefined custom page layouts are included in the PSA managed package?

A

Log a Timecard (New UI), Time Entry, Project Planner, Project Planner (PM), Resource Planner, Self-Assignment

68
Q

*What are two main areas that you will need to set up approval processes for?

A

Timecard and Expense approvals

69
Q

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?

A

Task Time

FinancialForce PSA Sys Admin (4 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions