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, then follow the steps below 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
Steps to Work around this error:
- Navigate to Project Management and Accounting > Setup > Projects > Work breakdown structure templates.
- Create a new record
- Enter a Name and Description
- Make sure the Active checkbox is marked.
- Click OK.
- That’s it. You do not need to create the details under the 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. But i just wanted to share this info in case any of you are dealing with this issue and trying to find a solution.