D365 Finance & Operations and Dynamics AX Forum

Can't book WBS tasks to available resources

  • 1.  Can't book WBS tasks to available resources

    Posted Aug 10, 2021 11:02 AM
    Hi All,

    I'm running into issues trying to book a resource to a WBS task. The WBS task and the resource have the same Role ID assigned, and the resource has a calendar assigned with nothing else booked. My repro steps:
    1. Open a published WBS
    2. Highlight a task line that has effort hours filled in and no resource assigned
    3. Click Resource > Assign Resource
    4. Select a time block for an available resource, then Hard assign > Remaining capacity
    Expected: The tag for "requested" appears in the corner of the selected time blocks, and records for assignment and booking appear in the Reservation Details fast tab.
    Actual: The selected time blocks turn grey for unavailable and show 0.0 hours remaining.

    Note that I've tried different resources, different projects, hard assign vs soft assign, remaining capacity vs full capacity vs capacity percentage vs specify hours, and hour/day/week/etc view options. I've also looked through project management and accounting setup and parameters, and (as far as I can tell) they look correct.

    Any ideas? Thanks in advance!
    Alyssa

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    Alyssa Jackson
    Landscape Structures
    Delano MN
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