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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Unable to create new t...
Microsoft Dynamics CRM (Archived)

Unable to create new tasks in a new work break down structure

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Posted on by Community Member Microsoft Employee

Hi,

I hope some one can help me quickly as on Monday I am supposed to give a training on PSA,...

I've created a trial instance and loaded the new demo data (Fabricam)

These are the steps I take and the issue I run into

  • Navigate to Project Service | Projects
  • Click the New Project button in the command bar
  • Fill out following details:
    • Name:  < Standard Pilot Project>
    • Customer: <Alpine Ski house>
  • Save
  • Open the Work Breakdown Structure of this project from the related entities
  • The first task will be ‘Intake’ that will take 40hours.
  • Click Add Task
  • Task name: <Intake>
  • Effort Hours:<40>
  • On the task line, click the Assigned Resources column
  • Then I get the error message: 'Create Project Task: an error has occurred while creating a task. The page will refresh to the last good state of the WBS(
  • Then when clicking 'error details': 'The estimate header is missing'

So I'm unable to create any WBS,...

Thanks a million!

*This post is locked for comments

  • Srini1242 Profile Picture
    Srini1242 20 on at
    RE: Unable to create new tasks in a new work break down structure

    Hi,

    Even i was getting the same error while I was trying to create Project Task from plugin(Post Async 'Project' create), later I found that on providing 'Estimated Start Date, Estimated Finish Date, Estimated Hours, Estimated Labor Cost & Estimated Expense Cost' information on Project the error is not coming.

    Hope this help you.

    2134.Project.png

    Regards,

    Srinivas

  • Dc1 Profile Picture
    Dc1 220 on at
    RE: Unable to create new tasks in a new work break down structure

    thanks but it s only explaining how it should work... it s not about this error

  • Suggested answer
    sandeepstw Profile Picture
    sandeepstw 4,601 on at
    RE: Unable to create new tasks in a new work break down structure

    Hi,

    Please check this article -

    neilparkhurst.com/.../psa-work-breakdown-structure

  • Dc1 Profile Picture
    Dc1 220 on at
    RE: Unable to create new tasks in a new work break down structure

    I have the same problem did you manage to correct it ?

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