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ArticlesPSA: Error Message: "Insert failed. First exception on row 0; first error. TRANSFER_REQUIRES_READ. The new owner must have read permission." when creating Project Tasks from a Template

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PSA: Error Message: "Insert failed. First exception on row 0; first error. TRANSFER_REQUIRES_READ. The new owner must have read permission." when creating Project Tasks from a Template

An error stating "Insert failed...TRANSFER_REQUIRES_READ" can occur when adding project tasks from a template. This issue is caused by incorrect object permissions or a missing permission set. To resolve this, the user profile requires appropriate object permissions for Project and Project Tasks. The "PSA - Lightning Component Apex Class Access" permission set must also be assigned to the user.

  • Jun 21, 2024
  • Knowledge

Title
PSA: Error Message: "Insert failed. First exception on row 0; first error. TRANSFER_REQUIRES_READ. The new owner must have read permission." when creating Project Tasks from a Template
Summary
An error stating "Insert failed...TRANSFER_REQUIRES_READ" can occur when adding project tasks from a template. This issue is caused by incorrect object permissions or a missing permission set. To resolve this, the user profile requires appropriate object permissions for Project and Project Tasks. The "PSA - Lightning Component Apex Class Access" permission set must also be assigned to the user.
URL Name
PSA-Error-Message-Insert-failed-First-exception-on-row-0-first-error-TRANSFER-REQUIRES-READ-The-new-owner-must-have-read-permission-when-creating-Project-Tasks-from-a-Template

Release Version
Symptoms
  1. Select Project Tab > Select appropriate Project
  2. Expand Project Task > select Add Project Tasks from Template
  3. Select an desired Template
  4. Select Next
  5. Select Add Tasks
  6. Error occurs: "Insert failed. First exception on row 0; first error. TRANSFER_REQUIRES_READ. The new owner must have read permission."
Resolution
  • Adding Object Permissions for Project and Project Tasks
    1. Select Setup
    2. Expand Users Tab > Select Profiles
    3. Select appropriate Profile
    4. Select Object Settings
    5. Under 'All Object Settings', locate and Select Project
    6. Select Edit > Checkbox value Read/Create/Edit/Delete = "true" > Select Save
    7. Repeat steps for Project Task object
 
  • Adding Permission Set: PSA - Lightning Component Apex Class Access
    1. Select Setup
    2. Expand Users Tab > Select Users
    3. Select appropriate User
    4. Under 'Permission Set Assignments', select Edit Assignments
    5. Under 'Available Permission Sets', select "PSA - Lightning Component Apex Class Access" 
    6. Select Add button
    7. Select Save
Cause
  • Cause 1:  User Profile does not have correct object permission for Project and Project Tasks
  • Cause 2:  "PSA - Lightning Component Apex Class Access" is not added as Permissions Set to User Profile
Additional Notes
  • "PSA - Lightning Component Apex Class Access" can also be added to Permission Set Groups
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Knowledge:PSA: Error Message: "Insert failed. First exception on row 0; first error. TRANSFER_REQUIRES_READ. The new owner must have read permission." when creating Project Tasks from a Template