导入项目工作分解结构时的数据导入相关错误 – Dynamics 365 财务和运营中的实体草稿 / Data import related error when importing Project work breakdown structure – Draft entity in Dynamics 365 For Finance and Operations

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

1. Navigate to Project Management and Accounting > Setup > Projects > Work breakdown structure templates.
2. Create  a new record
3. Enter a  Name and Description
4. Make sure the Active checkbox is marked.
5. Click OK.
6. 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.