PSA Objects and General Terms and Concepts

Question 1

What is a collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones, and budgets?

Answer 1

Project

Question 2

What are the 3 levels of hierarchy used in PSA to which other objects belong such as resources, opportunities, and projects?

Answer 2

Region, Practice, Group (RPG)

Question 3

*What has a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations, and region plans belong?

Answer 3

Time Period

Question 4

*What is a collection of configuration options that defines the behavior of a FinancialForce PSA object or feature?

Answer 4

Configuration Group

Question 5

What are the 8 key PSA objects?

Answer 5

Projects, Milestones, Project Task, Assignment, Timecard, Expense Report, Billing Event, Misc Adjustments

Question 6

What object is a fixed target on a project that can be billed?

Answer 6

Milestone

Question 7

What object is an allocation of a resource to a project?

Answer 7

Assignment

Question 8

What object is time charged by a resource to a project?

Answer 8

Timecard

Question 9

What object is a collection of expenses?

Answer 9

Expense Report

Question 10

What object is a grouping of billable work on a project?

Answer 10

Billing Event

Question 11

What is a catch-all business record used to adjust incorrect data?

Answer 11

Miscellaneous (Misc) Adjustments

Question 12

*What package are PSA Licenses assigned from?

Answer 12

PS Enterprise Package

Question 13

What type of Salesforce licenses is included in all PSA licenses?

Answer 13

Salesforce Platform License

Question 14

What type of PSA license provides the rights to do everything included with PSA?

Answer 14

Full PSA license

Question 15

What type of PSA license is for project team members to log time and expense reports within PSA?

Answer 15

Time & Expense User

Question 16

What type of PSA license is designed for Project Status view only?

Answer 16

PSA CRM View Only

Question 17

Time periods define time dimensions for tracking and reporting what 4 things?

Answer 17

Planned, Actual, Utilization, Forecasting

Question 18

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

Answer 18

Work Calendar

Question 19

What are Actuals?

Answer 19

Summary of financial and hours data for a project, resource, and RPG

Question 20

What are 2 Salesforce Objects that are required to run PSA?

Answer 20

Accounts and Contacts

Question 21

What are 2 Salesforce Objects that are optional but often utilized for PSA?

Answer 21

Opportunities and Products

Question 22

What does PSA use to aggregate data and provide a segmented view of financial and resource data?

Answer 22

Regions, Practices, and Groups (RPG)

Question 23

Does a PSA project need to be tied to an Opportunity and Account?

Answer 23

No, only to an Account

Question 24

What are 3 ways a Resource can be assigned to a project?

Answer 24

Using Assignments link on the Project, converting a Resource Request into an Assignment, Using Project or Resource Planners

Question 25

What can a resource enter time and expenses against?

Answer 25

Project, Assignment, Milestone, Project Task