Automatic Update Policy for Project Service
The Project Service (PS) solution will enable system-driven, automatic updates, in alignment with other Microsoft announcements that have highlighted the improved update process for Dynamics 365.
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in crm.dynamics.com Give me this type of error in Project Services -> Projects -> open Project Detail -> click schedule tab
So please give me solution of this as soon as possible.And also guide for Create project Task in system . I don't able to create project task in system.
The attached error message is the general error.
I wonder above mentioned 'scheduled tab' whether is the 'Book' button which re-directs to 'schedule board'?
If it is ,I would recommend you to check if Project Entity has been enabled for Resource Scheduling first.
In addition, you could add Project task from 'Work breakdown structure' like following screenshot:
Then create project task:
Hope the above could help.
Thank you Johnny,
But i can't find this type of commons list given in image. What can i do for it.? Please suggest me.
What version of PSA are you running? In the later versions, using OOB PSA App, it is no longer called Work Breakdown Structure and the "WBS" or "Project Tasks" are not available from the menu - you need to go to a project and click on "schedule". You have two options: Run an Advanced Find and create a view OR add Project Tasks/WBS/Project Schedule to the Site Map for the App.
Yes. My above PSA application is still in V126.96.36.199 which could directly use 'WBS' to create project tasks in web client.
In another Instance, my PSA application V188.8.131.52 needs to create project task from schedule tab like following screenshot:
My version is :Version 1710 (184.108.40.20626) online .So please tell me that this version have Project task and other Menu..
I believe that was manually added to the Site Map, but I could be mistaken as it's been awhile since I've worked in a v2.x instance. However, with that said, you can either 1) add that to your Site Map if you have the access to do so, or 2) perform an advanced find on Project Task entity and run your query.
I hope that helps.
Have you updated you PSA application from solution tab like follow?
I agree with Scott's operation if you still couldn't open schedule tab to create task in V3 PSA application.
You could try to manually add the 'Task' entity in Sitemap to new them or use advanced find to create.
While if you could normally open schedule tab , you could create tasks as following office guides.
Project Scheduling in V3:
Thank You Scott LeFante (MVP) ,Johnny Gong First of all i tell you i am not using install version. I am using web version .
and my error is not solved as per you guide i set up resource schedule after that system give that error message again . i show you image of it.
I have list of this portals show in image below.
my version is :
i get common list in project services.now please tell me that how can i create schedule and project task. Please guide me.
Thanks for your reply. I know you are using D365 Online while I am not sure whether there's some issue on your installed Project Service Automation Solution.
So I wonder if you could check the solution version like above screenshot.
If the issue still exists in the latest PSA version , I would recommend to raise SR for the issue to check online log details for this issue. Dev could help if there's no other customized web resource or plugin in the project form. Thanks
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