Tools in OnePlan - Overview

Direct Answer: What Are the Tools in OnePlan?

The Tools tab in OnePlan administration holds five admin tools: Plan Cleanup, Config Update Tools, Plan Type Renumber, Calculation Ordering, and Processes. To open it, go to Configuration > General and select the Tools tab. Each tool performs a group-wide maintenance task, such as removing plans, renumbering plan IDs, setting the order calculations run, or monitoring background jobs.

What This Article Covers: Tools

This article introduces each tool on the Tools tab, explains when to use it, and links to a dedicated article for each one.

What you will understand After reading this article, you will understand what each OnePlan admin tool does, when to use it, and which article to read for details.

Who This Article Is For: Tools

This article is intended for:

OnePlan administrators who maintain the group configuration and need to know which tool to use for a task.
Customer Success and support contacts who guide administrators through cleanup, calculation, and troubleshooting tasks.

This article explains what each tool is for. For step-by-step instructions, see the articles linked in What to Do Next: Tools.

Why This Matters: Tools

The tools on this tab act on your whole group, not on a single plan. Some of them, such as Plan Cleanup, remove data, and others, such as Calculation Ordering, change how results are calculated across every plan. Knowing what each tool does before you run it helps you avoid unintended changes.

Understanding the Tools in OnePlan

Context: Where to Find the Tools

Go to Configuration > General and select the Tools tab. Each tool is a link that opens its own page. Other General tabs, such as Schedules, sit alongside it.

Context: Tools at a Glance

Plan Cleanup Bulk deletes or archives plans. Deleting removes the plans and all of their data permanently. Archiving moves the plans to the plan archive. See How to Delete or Archive Plans with the Plan Cleanup Tool in OnePlan.
Config Update Tools A set of tools that upgrade a configuration that was created from older templates, for example by adding missing fields, fixing plan type lookups, recalculating plans, and adding resource availability dates. It includes six tools. See Config Update Tools in OnePlan - Overview.
Plan Type Renumber Renumbers the plan IDs for a selected plan type. See How to Renumber Plan IDs with the Plan Type Renumber Tool in OnePlan.
Calculation Ordering Lists every field calculation in your group and lets you drag them into the order they run, from the top of the list to the bottom, so results that depend on other calculations are correct. See How to Reorder Field Calculations with the Calculation Ordering Tool in OnePlan.
Processes Shows the background jobs running for your group, with their state, status, and progress. See Processes in OnePlan - Overview.

Common Scenarios: When to Use the Tools

You might use the Tools tab in OnePlan to:

Remove a batch of test or obsolete plans from your group at once.
Archive completed plans so they no longer appear in active views.
Renumber plan IDs after importing plans or changing a plan type’s numbering.
Correct a calculated field that shows the wrong value because it runs before the fields it depends on.
Check whether a background calculation or import has finished.

Frequently Asked Questions: Tools

Q: Where are the Tools in OnePlan? A: In OnePlan, the tools are on the Tools tab at Configuration > General. The tab lists Plan Cleanup, Config Update Tools, Plan Type Renumber, Calculation Ordering, and Processes.

Q: Who can use the Tools in OnePlan? A: In OnePlan, the Tools tab is part of the admin Configuration area, so it is intended for administrators who maintain the group configuration.

Q: What is the difference between deleting and archiving plans in OnePlan? A: In OnePlan, Delete Selected Plans in Plan Cleanup permanently removes the selected plans and all their data and cannot be undone, while Archive Selected Plans moves the selected plans to the plan archive instead.

Q: How do I change the order OnePlan field calculations run? A: In OnePlan, open Calculation Ordering on the Tools tab, drag the calculations into the order you want, and select Save. Calculations run from the top of the list to the bottom.

What to Do Next: Tools

Work with a tool:

Learn about related topics: