To prevent Project Managers from creating Assignments, Resource Requests, or Milestones from the Gantt , the Gantt Global Settings must be configured:

Navigate to Custom Settings → Gantt Global Settings.

Modify the settings to remove the ability for Project Managers to create Assignments, Resource Requests, and Milestones from the Gantt.

Save and apply the changes .

Option A (Project Task Gantt Global Settings) is incorrect because it does not control high-level permissions for assignments and requests.

Option C (Project Task Gantt Preferences) is incorrect because it only controls user-specific preferences.

Thus, the correct answer is B .

References:

FF-PSA-v15-Customer-Overview_1.0

Project Managers who want to display several fields prominently on the Project Lightning Page should use the FF PSA Field Summary component. This component allows users to highlight key fields related to their projects, improving visibility and accessibility within the Lightning interface.

FinancialForce PSA provides several Lightning components, but among them:

FF Field Overview : This component is not specifically designed for summarizing multiple fields in a prominent way.

FF Highlights : This component typically provides a brief summary but does not allow for multiple field customization.

FF PSA Field Summary : This is the most appropriate component, as it allows displaying multiple PSA fields prominently on the Project Lightning Page.

Thus, the correct answer is C. FF PSA Field Summary .

References:

PSA Sys Admin Essentials Student Guide Fall 20

If the PSA Workspaces package is not installed , follow these steps:

Verify PSA Workspaces Installation:

Navigate to Setup > Installed Packages .

Search for "PSA Workspaces" to confirm if it is present.

If Missing, Request Installation:

PSA Workspaces cannot be manually downloaded from the FinancialForce (Certinia) Community .

Instead, you must submit a support ticket to Certinia to request installation.

How to Submit a Support Ticket:

Go to Certinia Support Portal .

Submit a request for PSA Workspaces package installation .

Provide details about your PSA version and organization needs .

PSA Sys Admin Essentials Student Guide

References:

If a user cannot see projects in the Project Management Workspace , the most common reason is:

User is Not a Project Manager on Any Projects:

The Project Management Workspace is filtered based on Project Manager assignments.

If the user is not assigned as a Project Manager , projects will not appear in their view.

How to Fix This:

Navigate to Project Records .

Ensure the user is assigned as a Project Manager .

Incorrect Answer Explanation:

B. The user is missing the Project Management Workspace Permission Control → Incorrect

Workspace access is permission-based , but missing this permission would prevent access to the workspace itself, not specific projects .

C. The user is missing the PSA - Project Manager Permission Set → Incorrect

This permission allows project-related actions but does not control visibility in the workspace.

PSA System Administration Guide

References:

To delete Actuals, Billing, and EVAs app logs, follow these steps:

Navigate to PSA Administration:

Click on App Launcher in Salesforce.

Search for and select PSA Administration .

Locate the App Log Cleanup Job:

Go to PSA Batch Processes .

Look for App Log Cleanup Job .

Execute the Cleanup Job:

Click on Run Now to initiate the job.

This will delete old app logs related to Actuals, Billing, and EVAs .

Schedule Automatic Cleanup (Optional):

If frequent cleanup is required, schedule the App Log Cleanup Job to run periodically.

PSA System Administration Guide

Certinia PSA Data Dictionary and Administration Guide

References:

To update Resource Roles in PSA , you need to modify the picklists of two objects :

Contact Object – This contains the primary Resource Role field, which determines a resource's default role.

Assignment Object – This ensures that resource role updates apply to assignments where resources are staffed.

Option B (Work Calendars) is incorrect because Work Calendars define availability, not Resource Roles.

Thus, the correct answers are A and C .

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 to Setup in Salesforce.

Enter Approval Processes in the Quick Find box.

Select Approval Processes under Process Automation.

Create a New Approval Process for Expense Reports:

Click New Approval Process and select Use Standard Setup Wizard .

Select Expense Report as the object.

Enter a Process Name and Unique Name .

Set Entry Criteria for High-Value Expense Reports:

Define criteria where the Expense Amount field is greater than the threshold value set by your organization.

Example: Expense Amount > 1000 .

Define the Approval Steps:

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

Step 2: Create a conditional approval step for the Secondary 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:

Click Activate to apply the approval workflow.

FinancialForce PSA System Administration Guide

PSA Approval Processes Configuration Documentation

References:

Understanding Backlog and Utilization Calculation in PSA:

Backlog Calculation: Tracks the remaining work (revenue) on projects. It includes scheduled and unscheduled backlog.

Utilization Calculation: Measures how effectively billable resources are utilized, distinguishing between historical and scheduled utilization​.

Options Analysis:

Option A: "Feature Console" ❌ Incorrect. The Feature Console is used to enable/disable PSA features, not schedule backlog/utilization calculations.

Option B: "PSA Administration" ✅ Correct! PSA Administration is used to schedule backlog and utilization calculations.

Option C: "PSA Admin App" ❌ Incorrect. The PSA Admin App provides access to administrative tools but is not used for scheduling calculations.

Steps to Schedule Backlog and Utilization Calculation:

Navigate to PSA Administration Tab .

Locate Schedule Backlog Calculation and Schedule Utilization Calculation .

Configure the scheduling parameters (e.g., frequency, time period).

Save and monitor scheduled jobs in Apex Jobs in Salesforce.

References:

PSA Sys Admin Essentials Student Guide ​.