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Microsoft Dynamics CRM (Archived)

Error using PSA !

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Posted on by

Hi All,

We just started using PSA. When our team members are trying to book their hours with time entry the error ribbon says - "you don't have a resource record associated. Please contact the administrator to create a resource record."

We have followed all of the steps and not sure on what scenario this error pops up ?

1. Created a project.

2. Assigned team member.

3. Used work down break structure to include a task and associate the above team member with certain hours.

SO not sure what exactly are we missing here 

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I have the same question (1)
  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    I believe you should create a resource record with "User" type and populate "User" lookup.

  • SureshVandadi Profile Picture
    on at

    Hi Andrew,

    As I mentioned in Step 2, I created a bookable resource with user lookup and that is the one used to add as a team member.

  • Fabricio Profile Picture
    35 on at

    Has anyone found a solution? I am facing the same problem...

  • Thomas David Dayman Profile Picture
    11,323 on at

    Hi Fabrico, can you print screen the error?

  • Suggested answer
    Fabricio Profile Picture
    35 on at

    Hey Thomas! Unfortunatelly I don't have any screenshots available.

    What I found out, though, is that if I assign the user full permission on "Resource" and "Resource Category" the user is able to use PSA's functionality again.

    tempsnip.png

    Didn't have time to narrow down further, but it may be worth investigating.

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