Certinia PSA-Sysadmin Value Pack (Frequently Bought Together)

Your organization has decided to use Workspaces but you notice the "PSA workspaces" package has not been installed. What should you do?

• A. Go to FF Community, download the package, and install it
• B. Create a Support ticket
• C. Call your FF Account Executive

The Finance Team is interested in limiting the amount for a particular type of expense company-wide.
Of the following, which is the best solution to accomplish this?

• A. Set up an Expense Limit that will limit the expense based on the Expense Type on the Expense Limit record at the global region level.
• B. Set up an Expense Limit that will limit the expense based on the Expense Type on the RPG record.
• C. Set up an Expense Limit that will limit the expense based on the Expense Type on the Resource Record.

In your organization, you always send 2 separate invoices to your customers - one for Timecards & Expenses and the other for Misc Adjustment type billable records.
How could this be done automatically using FinancialForce functionality?

• A. In the first Billing cycle, the Billing team would deselect the "Include Misc Adjustment" checkbox, to exclude those records from the Billing Event. In the second Billing cycle, they would be required to select "Include Misc Adjustment" and deselect "Include Timecards and Expenses", resulting in two separate Billing Events.
• B. You would set the "Include Misc Adjustments" settings in the "Billing" custom settings to "False", so those are included in a separate Billing Event from Timecards & Expenses.
• C. You would set the "separateMiscellaneousAdiustments" Configuration Option to 'True", so that
  "Timecards & Expenses" and "Misc Adjustments" are included in two separate Billing events.

What is the best practice for limiting permissions in a FinancialForce Permission Set Group?

• A. Create a Muting Permission Set and add it to the Group
• B. Clone the Permission Set Group and remove unwanted permissions
• C. Build your own permissions or Permission Set Groups

In your company, you have 2 types of users:
Type 1: Employees that need to enter Timecards, Expenses, and need access to the Resource Planner Type 2: Project Managers that need to enter Timecards, Expenses, and need access to the Resource Planner and the Project Planner All employees are tied to the basic "Standard PSA User" profile that gives them access only to the "Accounts" and "Contacts" objects.
Kevin is a Type 1 employee. However, when he logs into his Salesforce org, he can see the tab for the Project Planner, along with Resource Planner, Timecards, and Expenses.
Which of the following troubleshooting steps would you take to stop the Project Planner tab from appearing in Kevin's App Menu?

• A. Ensure that the Project Planner is not Visible on Kevin's user profile
• B. Ensure Kevin is not assigned to the Project Manager Permission Set
• C. Ensure Kevin does not have a Permission Control record for the "Project Planner View" permission