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FinancialForce PSA Sys Admin > User Management > Flashcards

User Management Flashcards

1
Q

What packages get installed with the PSA application?

A

PSA Workspaces, PSA Core, PS Enterprise, Output Builder, FinancialForce Foundations

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2
Q

What workspaces does the PSA Workspaces package include?

A

Project Management, Resource Management, Services Billing, Services Revenue Forecasting, Services Delivery

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3
Q

*What PSA package controls licensing?

A

PS Enterprise

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4
Q

What does the Output Builder package allow you to do in PSA?

A

Send Project Status Reports

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5
Q

What user setup components in Salesforce are required for PSA?

A

Profiles and Security

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6
Q

*In addition to SFDC security, what provides PSA-specific module security and governs a single user’s permission to perform actions in PSA?

A

Permission Controls

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7
Q

What are the things that govern a users access to PSA features and objects?

A

Profile, PSA License, Permission Sets and/or Permission Set Groups

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8
Q

*What governs a single user’s ability to perform actions in PSA?

A

Permission Controls

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9
Q

*What is the recommended method for providing access to PSA features that is above and beyond user profiles?

A

Permission Sets

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10
Q

What are the 5 main default PSA Permission Sets?

A

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

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11
Q

What default PSA Permission Set allows read only access to PSA records?

A

FF-PSA CRM View Only

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12
Q

Who might the default PSA Permission Set FF-PSA Full User (No Cost Fields) be used for?

A

Project Manager or Resource Manager who don’t need to have access to cost rates

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13
Q

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?

A

Modify the existing permission set

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14
Q

*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?

A

Clone and edit an existing permission set

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15
Q

What Permission Set Groups does PSA include when installed?

A

Line Manager, Ops Team Manager, Project Manager, Resource Manager, Resource, Services Leader, System Administrator

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16
Q

What roles are Permission Controls usually used for?

A

Resource Managers, Project Managers, Billing Analysts

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17
Q

*What areas of PSA do Permission Controls give users access to complete actions for?

A

Resource Requests, Assignments, Billing Events, Project Task Gantt, Skills and Certifications, Staffing Revenue Forecast Version, Timecards, Expenses, Invoicing, Project Version

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18
Q

Who can manage Permission Controls?

A

System Administrator or any user who is given create and edit access via Permission Sets

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19
Q

*Using Permission Controls, what levels can a user perform actions for?

A

Resource, Region, Practice, Group, Project, Opportunity, Team

20
Q

How many objects can a single Permission Control have?

A

1

21
Q

What field do you use to give access to lower records in the hierarchy?

A

Cascade Permissions

22
Q

What fields would you use if you are only wanting to give a resource Permission Controls for a specific amount of time?

A

Start Date and End Date

23
Q

Which of the following are required and optional for a Resource record: Region, Practice, Group?

A

Region is required, Practice and Group are optional

24
Q

*What field must be completed on a Resource record in order to assign them to a project?

A

Work Calendar

25
Q

What is Generic Resource used for?

A

A placeholder for resource requests or assignments, usually for a specific role on the project

26
Q

What is the Resource Change object related to?

A

Contact object

27
Q

What does the Resource Change object do?

A

Tracks changes made to key fields on the Resource record. It captures the old value, new value, and the date changed

28
Q

When is a Resource Change record created?

A

Anytime a key field is changed on the Resource/Contact record

29
Q

What fields are tracked in a Resource Change record?

A

Region, Practice, Group, Work Calendar, Is Resource, Is Resource Active, Resource Role, Utilization Target

30
Q

What processes need to be reviewed when offboarding a PSA user?

A

Scheduled Jobs; Queues and approval processes; pending approvals

31
Q

What 2 PSA roles will likely have extra steps that need to be taken when offboarding? What are those steps?

A

Project Manager - reassign their projects to a new PM; Manager - update manager field on Salesforce records for subordinates

32
Q

*What does the default approval process for timecards and expenses look to determine who the approver is?

A

Project Manager field on the project and manager field on the resource’s Salesforce user record

33
Q

*For the default approval process for timecards for a billable project, who will be the approver?

A

Project Manager (as long as the field is filled in)

34
Q

*What value is copied from a Project into the Timecard and Expense Approver fields?

A

Project Manager

35
Q

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?

A

Ops Edit Permission Controls

36
Q

What Permission Control allows a user to staff resources on the specified RPG?

A

Staffing Permission Controls

37
Q

What Permission Controls apply to the Manage Team, Team Schedule Planner, and native Salesforce team pages?

A

Team Permission Controls

38
Q

What summarizes information to help prioritize activities and provides easy access to relevant areas of the app?

A

Workspaces

39
Q

What alerts are available from the Project Management workspace?

A

Actual vs Planned Hours, Actual vs Budget, Late Projects

40
Q

In Workspaces, what summarizes the number of records found on corresponding list views relevant to the workspace?

A

Counts

41
Q

What counts are available in the Project Management workspace?

A

Estimates vs Actuals with High Variance, Due Resource Requests, Projects with Red Status

42
Q

What does the My Weekly Summary component in workspaces do?

A

Provides a weekly view of all associated projects, assignments, and project task assignments

43
Q

What alerts are available in the Resource Management workspace?

A

Low Utilization, Open Resource Requests, Projects Without Assigned Hours

44
Q

What counts are available in the Resource Management workspace?

A

Assignments Ending Soon, Held Resource Requests, Resources Started Recently

44
Q

What counts are available in the Services Delivery workspace?

A

My Active Assignments, My Overdue Tasks, My Certifications to Expire This Year

45
Q

What alerts are available in the Services Delivery workspace?

A

Missing Time, Rejected Timecards, Rejected Expense Reports

46
Q

What alerts are available in the Services Billing workspace?

A

Overdue Milestones, Unapproved Timecards, Missing Budgets

FinancialForce PSA Sys Admin (4 decks)

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