PSA – Import project lines from WBS Pre-Requisites

Introduction:

I often face difficulties while trying to import project lines from WBS while using PSA (Project Service Automation). After lot of trouble shooting I try to doubt my configuration and see if they are good.

What to do?

To my surprise they all appear to be good. Following two things needs to be ensured to import project lines from WBS into Quote line details.
1. On Account used in the Quote, Product Price List and Project Price list is properly set.

2. The Cost Price list attached to the Organisational Unit used in the Quote should not have Organisational units for the resource roles added in the Cost Price List of the Organization unit.

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