Certinia PSA System Administrator 2023 PSA-Sysadmin Exam Dumps: Updated Questions & Answers (October 2025)

Understanding Permission Sets and Visibility in PSA:

In PSA, permission sets control whichtabs and featuresa user can see.

If Kevin, a Type 1 employee,sees the Project Planner tab, he likely has aProject Manager-related permission setassigned​.

Options Analysis:

Option A:"Ensure Kevin is not assigned to the Project Manager Permission Set"✅Correct! TheProject Manager Permission Setgrants access to theProject Planner.

Option B:"Ensure Kevin does not have a Permission Control record for the 'Project Planner View' permission"❌Incorrect.Permission Controlsmanage functional access, notUI visibility.

Option C:"Ensure that the Project Planner is not Visible on Kevin's user profile"❌Incorrect. Profiles in PSA providebase access, butpermission setsdeterminefeature visibility.

Steps to Remove Project Planner Access for Kevin:

Navigate toSetup→Permission Set Assignments.

Search for Kevin’sassigned permission sets.

IfProject Manager Permission Setis assigned, remove it.

Log in as Kevin to verify that theProject Planner tabis no longer visible.

References:

PSA Sys Admin Essentials Student Guide​.

Why Use an Approval Process Field Update?

Approval ProcessesallowField Updateswhen records move between stages.

Thebest practiceis to update theSubmitted Dateas soon as the Timecard is submitted.

How to Configure This in Salesforce?

Step 1:Navigate toSetup > Approval Processes.

Step 2:Locate andedittheactive Approval Process for Timecards.

Step 3:Under"Initial Submission Actions", click"Add New Field Update".

Step 4:Select theSubmitted Datefield and set it toTODAY().

Step 5:Save and test by submitting a timecard.

Why Not Other Options?

Option B (Workflow Rule): Salesforcerecommends Approval Processesover Workflows for approval-related field updates.

Option C (FinancialForce Flow): No need to modify PSA Flow when Approval Processes natively support field updates.

FF-PSA v15 Customer Overview.pdf, Page 40​.

References:

Why is Utilization Reporting Showing Inflated Hours?

Inflated utilization hours often occur when thereport aggregates hours incorrectly.

Cause 1: Report Not Grouped by Resource (Correct - Option B)

If theResource grouping is missing, billable, calendar, and credited hours might besummed multiple times.

Solution:Edit the report and add "Resource" as a grouping field.

Cause 2: Incorrect Time Period Type Filter (Correct - Option C)

Utilization calculations are based onspecific time period types(month, quarter, year).

If a report is missing the correct filter,hours might be duplicated across different time periods.

Solution:Apply a filter for the correct "Time Period Type" (e.g., Month, Quarter, or Year).

Why Not the "End Date" Filter? (Option A Incorrect)

TheEnd Date filtercontrols the date range but does not impact hour duplication.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 113-116​.

References:

To ensure that apart-time consultant's utilization is calculated correctly, the best approach is to:

Create a new Work Calendarwith a 20-hour work week (e.g., 4 hours per day for a 5-day workweek).

Assign the new work calendarto the part-time consultant.

Ensure utilization calculations respect the work calendar, as PSA calculates utilization based on available hours from the assigned work calendar.

Option A (Creating a new "Role")is incorrect because roles do not impact utilization calculations directly.

Option C (Creating a new Utilization Calculation)is incorrect because utilization calculations apply broadly and should not be created for individual cases.

Thus, the correct answer isB.

References:

PSA Sys Admin Essentials Student Guide Fall 20

Understanding App Logs in PSA:

App Logscapture errors related to actuals, billings, timecard rollups, and other processes.

Excessive logscan cause system performance issuesand should be cleaned up regularly​.

Options Analysis:

Option A:"PSA Administration"✅Correct!App Log Cleanup Jobin PSA Administration allows bulk deletion of old logs​.

Option B:"System Administrator Workspace"❌Not specific to PSA logs.

Option C:"Backlog Details"❌Irrelevant; backlog pertains to revenue forecasting.

Steps to Delete App Logs in Bulk:

Navigate toPSA Administration.

FindApp Log Cleanup Job.

Run the cleanup job to remove outdated logs.

Alternatively, useDataloader.iofor bulk deletion.

References:

PSA Sys Admin Essentials Student Guide​.

Everything you need to know about FinancialForce Project Actuals​.

Understanding the System Administrator Workspace:

TheSystem Administrator Workspaceprovides tools for PSA admins to manage system-wide tasks, including user access, permissions, and system maintenance.

Options Analysis:

Option A:"Transaction Reconciliation"❌Incorrect. Transaction reconciliation is a finance-related task, not a frequent system administration function.

Option B:"User Management"✅Correct! User management, including creating, updating, and deactivating users, is a core task in the System Administrator Workspace​.

Option C:"Manage Accounts"❌Incorrect. Managing accounts is typically a function performed inSalesforce CRM, not a frequent task in the System Administrator Workspace.

Steps for User Management in the System Administrator Workspace:

OpenSystem Administrator Workspace.

UseUser Managementtools to:

Assign permissions.

Activate/deactivate users.

Manage PSA access.

References:

PSA Sys Admin Essentials Student Guide​.

To update theMilestones related liston the Project page with the most useful fields:

Go to Setup→ Object Manager.

Find and open the "Project" object.

Navigate to Page Layoutsand select the active layout.

Scroll to the "Milestones" related list.

Modify the fields displayed(e.g., Target Date, Amount, Status, etc.).

Save the changes and refresh the page.

Option B (Updating the Milestone Page Layout instead of Project Page Layout)is incorrect because the Milestone object does not control related lists on the Project page.

Option C (Updating the Project Field Set on the Milestone object)is incorrect because field sets control default field visibility, not related lists.

Thus, the correct answer isA.

References:

PSA Sys Admin Essentials Student Guide Fall 20

To add a secondary approval for Expense Reports when the expense amount exceeds a threshold, follow these steps:

Navigate to Approval Processes:

Go toSetupin Salesforce.

EnterApproval Processesin the Quick Find box.

SelectApproval Processesunder Process Automation.

Create a New Approval Process for Expense Reports:

ClickNew Approval Processand selectUse Standard Setup Wizard.

SelectExpense Reportas the object.

Enter aProcess NameandUnique Name.

Set Entry Criteria for High-Value Expense Reports:

Define criteria where theExpense Amountfield is greater than the threshold value set by your organization.

Example:Expense Amount > 1000.

Define the Approval Steps:

Step 1: Assign thePrimary Approval(e.g., Line Manager).

Step 2: Create a conditional approval step for theSecondary Approval.

Set entry criteria: Expense Amount > 1000.

Assign approver (e.g., Finance Manager or CFO).

Ensure that this step only triggers when the condition is met.

Activate the Approval Process:

ClickActivateto apply the approval workflow.

FinancialForce PSA System Administration Guide

PSA Approval Processes Configuration Documentation

References:

TheTime Entry Permission Controldetermines who cancreate and submit timecardsin PSA.

Primary Function:

Grants users the ability toenter time on behalf of another user.

Typically assigned tomanagers or team leadswho report time for their teams.

Why This is Important:

Some organizations require managers or admins tolog time entrieswhen team members forget.

Ensures accurateutilization tracking and reporting.

Incorrect Answer Explanation:

A. It allows users to create a timecard for themselves → Incorrect

This isdefault behavior; users do not need a special permission for this.

C. It allows users to create a timecard for specific projects → Incorrect

Time Entry permission isnot project-specificbut rather user-specific.

PSA System Administration Guide

References:

Understanding Self-Nomination for Resource Requests

PSA allows resources to express interest in upcoming projects using theSelf-Nominationfeature.

This feature can be enabled through aCustom Setting, which then allows the"PSA Resource Self-Nomination"Lightning component to be used.

How to Enable Self-Nomination for Resource Requests

Step 1:Navigate toSetupin Salesforce.

Step 2:Search forCustom Settingsand select it.

Step 3:Find and enable"Self-Nominate for Resource Request".

Step 4:Open theLightning App Builderand edit theResource Request Detail Page.

Step 5:Add the"PSA Resource Self-Nomination"Lightning component to the page.

Step 6:Save and activate the page.

Why This Works?

The"Self-Nominate for Resource Request"setting allows resources to nominate themselves for work using the Lightning component.

By adding this component to theResource Request Detail Page, eligible resources can easily apply for available projects.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 65​.

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