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
