A project manager at Keystone Consulting reports that the 'Create Change Request' action is not visible on the Project record for a specific, high-value fixed-price project. The action is visible on other projects. The administrator has confirmed the project manager has the correct permissions and the project is active. What is the most likely configuration preventing the action from appearing?
Innovate Solutions is preparing for a Certinia PSA push upgrade. The system administrator needs to ensure a smooth transition with minimal disruption. Which of the following are critical best practices to follow before the production upgrade occurs? (Select THREE)
A system administrator is investigating why the nightly 'Utilization Recalculation' batch job is taking significantly longer to complete. Analysis of the App Logs reveals no specific errors, but the processing time has doubled over the last quarter. The company has grown, adding 30% more active resources and projects. What is the most effective first step to troubleshoot and potentially mitigate this performance degradation?
True or False: The 'Allow Self-Staffing' option on a Resource Request, when enabled, allows any PSA user in the organization to assign themselves to the request without any approvals.
A consulting firm wants to streamline Gantt chart views for its project managers. The goal is to create a standardized view that highlights project tasks with a 'High Risk' status in red and shows the critical path. Where would a system administrator configure this shared Gantt view for all users?
**Case Study:** Apex Digital, a rapidly growing marketing agency, is implementing Certinia PSA. They have a complex security requirement for their new Project Management Workspace. The workspace needs to be accessible to Project Managers (PMs), Resource Managers (RMs), and project team members, but with different levels of access and functionality. **Business Requirements:** - All roles should see the main project details and Gantt chart. - Only PMs should be able to edit the project budget, schedule, and approve project-level expenses. - RMs need to view all resource assignments and utilization forecasts across projects but should not be able to edit project-specific details unless they are also the PM. - Team members should only see tasks assigned to them and be able to log time against those tasks. **Technical Constraints:** - The solution must use standard Certinia and Salesforce security features. - The number of Salesforce profiles should be kept to a minimum to simplify maintenance. Which combination of security controls is the most effective and scalable way to meet these requirements?
A user reports that when they create a new Miscellaneous Adjustment, the 'Transaction Category' field is a free-text field instead of a picklist of approved categories. This is causing data inconsistency for billing. What is the most likely cause of this issue?
Your company wants to ensure that all time submitted against a 'Capitalized' project type is automatically marked as 'Capitalized' on the resulting transaction records for financial reporting. What is the most efficient way to implement this automation?
During a system audit, it was discovered that several inactive users still hold active Certinia PSA licenses. To prevent this in the future, the administrator needs to implement a process for offboarding users. What is the correct sequence of steps to properly offboard a user from Certinia PSA?
A project manager wants to prevent team members from logging time on a project task once its status is changed to 'Completed'. Which feature should the administrator configure to enforce this business rule without writing custom code?