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You have received a requirement to add the "Gantt" button to the Project page layout. Dynamic Forms are not in use. How would you configure this change?
What is the best practice for limiting permissions in a FinancialForce Permission Set Group?
When a timecard is submitted into an Approval process, you would like to capture the Submitted Date in a field to use for reporting purposes. You've already created the new Submitted Date field on the Timecard object.
What is the easiest approach to use in setting up this configuration within an Approval process?
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?
On the Resource Request Lightning page, your team is requesting changes to the Filter panel on the right side of the page, and would like to know what configurations are possible.
Which two of the following configurations are available for the Filter panel? (Choose two.)
Managers within your company are using the Resource Planner to check a resource's availability but report that they are not seeing the Availability column on the Resource Planner.
Which two of the following could be causing this issue? (Choose two.)
Your company is rolling out Skills and Certifications to encourage employees to track their skills and also decide which skills they would like to acquire. After rolling this feature out, end-users have noted they can't add their assignments to build their "Experience". What could be causing this problem?
A user has reported they cannot see their projects when viewing the Project Management Workspace. What could be a possible reason for this?
When a Timecard is entered into the system, a record is generated that can be used in calculating Actuals.
What is that record called?
TESTED 20 May 2024