Data Import Related Error When Importing Project Work Breakdown Structure – Draft Entity in Dynamics 365 For Finance and Operations

Data Import Related Error When Importing Project Work Breakdown Structure – Draft Entity in Dynamics 365 For Finance and Operations.

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    Here is a quick tip for an error related to data import of Project work breakdown structure – Draft entity using the Data Management framework in Dynamics 365 for Finance and Operations.

    If you are trying to import the Project work breakdown structure – Draft entity (ProjProjectWBSDraftEntity) and you are getting the error below, follow these steps to get around this issue.

    Results. Field ‘Project category’ must be filled in.
    Results. Matching record for the read only data source ‘ProjPlanVersionDetail’ does not exist.

    Dynamics 365 WBS Draft Import Error

    Steps to Work around this error:

    1. Navigate to Project Management and Accounting > Setup > Projects > Work breakdown structure templates.
    2. Create  a new record
    3. Enter a  Name and Description
    4. Make sure the Active checkbox is marked.
    5. Click OK.
    6. That’s it. You do not need to create the details under the WBS template.

    Dynamics 365 WBS Template

    With this default WBS template record in place, if you try to import the roject work breakdown structure – Draft entity, system will import the data just fine.

    NOTE: This is an issue in the July 2017 release with Platform update 12 and I have not validated this in the Spring release yet. To me, it looks like a glitch/bug in the DMF entity that needs to be reported to Microsoft. I just wanted to share this information in case any of you are dealing with this issue and trying to find a solution.

    If you need help with imports or have other Dynamics 365 for Finance and Operations questions, feel free to contact us via email or click here then select the green “Chat with us” button to reach us via live chat.

    Sandeep Chaudhury

    About Sandeep Chaudhury
    Sandeep Chaudhury is a Dynamics AX enthusiast with over 10 years of experience in functional consulting, Solutions architecture and systems integration, with expertise in the areas of Professional services automation(Project Management and accounting), Financials Management, Services Management, Sales and Marketing, Human resource management, Travel and Expenses Management and Procurement & Sourcing modules of Microsoft dynamics AX ERP. He has experience working with the new Dynamics AX (AX 7), AX 2012 R3, AX 2012 R2 and more.

    Dynamics 365 ERPDynamics 365 Finance and OperationsEnterprise Resource Planning (ERP)