User Management Flashcards
What packages get installed with the PSA application?
PSA Workspaces, PSA Core, PS Enterprise, Output Builder, FinancialForce Foundations
What workspaces does the PSA Workspaces package include?
Project Management, Resource Management, Services Billing, Services Revenue Forecasting, Services Delivery
*What PSA package controls licensing?
PS Enterprise
What does the Output Builder package allow you to do in PSA?
Send Project Status Reports
What user setup components in Salesforce are required for PSA?
Profiles and Security
*In addition to SFDC security, what provides PSA-specific module security and governs a single user’s permission to perform actions in PSA?
Permission Controls
What are the things that govern a users access to PSA features and objects?
Profile, PSA License, Permission Sets and/or Permission Set Groups
*What governs a single user’s ability to perform actions in PSA?
Permission Controls
*What is the recommended method for providing access to PSA features that is above and beyond user profiles?
Permission Sets
What are the 5 main default PSA Permission Sets?
FF-PSA Full User (Modify All), FF-PSA Full User, FF-PSA Full User (No Cost Fields), FF-PSA Time and Expense User, FF-PSA CRM View Only
What default PSA Permission Set allows read only access to PSA records?
FF-PSA CRM View Only
Who might the default PSA Permission Set FF-PSA Full User (No Cost Fields) be used for?
Project Manager or Resource Manager who don’t need to have access to cost rates
If you have a change that affects all users, should you create a new Permission Set, modify an existing permission set, or clone and edit an existing Permission Set?
Modify the existing permission set
*If you will be making significant changes to a Permission Set, is leading practice to create a new Permission Set, modify an existing permission set, or clone and edit an existing Permission Set?
Clone and edit an existing permission set
What Permission Set Groups does PSA include when installed?
Line Manager, Ops Team Manager, Project Manager, Resource Manager, Resource, Services Leader, System Administrator
What roles are Permission Controls usually used for?
Resource Managers, Project Managers, Billing Analysts
*What areas of PSA do Permission Controls give users access to complete actions for?
Resource Requests, Assignments, Billing Events, Project Task Gantt, Skills and Certifications, Staffing Revenue Forecast Version, Timecards, Expenses, Invoicing, Project Version
Who can manage Permission Controls?
System Administrator or any user who is given create and edit access via Permission Sets
*Using Permission Controls, what levels can a user perform actions for?
Resource, Region, Practice, Group, Project, Opportunity, Team
How many objects can a single Permission Control have?
1
What field do you use to give access to lower records in the hierarchy?
Cascade Permissions
What fields would you use if you are only wanting to give a resource Permission Controls for a specific amount of time?
Start Date and End Date
Which of the following are required and optional for a Resource record: Region, Practice, Group?
Region is required, Practice and Group are optional
*What field must be completed on a Resource record in order to assign them to a project?
Work Calendar
What is Generic Resource used for?
A placeholder for resource requests or assignments, usually for a specific role on the project
What is the Resource Change object related to?
Contact object
What does the Resource Change object do?
Tracks changes made to key fields on the Resource record. It captures the old value, new value, and the date changed
When is a Resource Change record created?
Anytime a key field is changed on the Resource/Contact record
What fields are tracked in a Resource Change record?
Region, Practice, Group, Work Calendar, Is Resource, Is Resource Active, Resource Role, Utilization Target
What processes need to be reviewed when offboarding a PSA user?
Scheduled Jobs; Queues and approval processes; pending approvals
What 2 PSA roles will likely have extra steps that need to be taken when offboarding? What are those steps?
Project Manager - reassign their projects to a new PM; Manager - update manager field on Salesforce records for subordinates
*What does the default approval process for timecards and expenses look to determine who the approver is?
Project Manager field on the project and manager field on the resource’s Salesforce user record
*For the default approval process for timecards for a billable project, who will be the approver?
Project Manager (as long as the field is filled in)
*What value is copied from a Project into the Timecard and Expense Approver fields?
Project Manager
What Permission Control allows a user to edit timecards and expenses after they have been approved or included in financials but before the related billing event has been released?
Ops Edit Permission Controls
What Permission Control allows a user to staff resources on the specified RPG?
Staffing Permission Controls
What Permission Controls apply to the Manage Team, Team Schedule Planner, and native Salesforce team pages?
Team Permission Controls
What summarizes information to help prioritize activities and provides easy access to relevant areas of the app?
Workspaces
What alerts are available from the Project Management workspace?
Actual vs Planned Hours, Actual vs Budget, Late Projects
In Workspaces, what summarizes the number of records found on corresponding list views relevant to the workspace?
Counts
What counts are available in the Project Management workspace?
Estimates vs Actuals with High Variance, Due Resource Requests, Projects with Red Status
What does the My Weekly Summary component in workspaces do?
Provides a weekly view of all associated projects, assignments, and project task assignments
What alerts are available in the Resource Management workspace?
Low Utilization, Open Resource Requests, Projects Without Assigned Hours
What counts are available in the Resource Management workspace?
Assignments Ending Soon, Held Resource Requests, Resources Started Recently
What counts are available in the Services Delivery workspace?
My Active Assignments, My Overdue Tasks, My Certifications to Expire This Year
What alerts are available in the Services Delivery workspace?
Missing Time, Rejected Timecards, Rejected Expense Reports
What alerts are available in the Services Billing workspace?
Overdue Milestones, Unapproved Timecards, Missing Budgets
