Config Update Tools in OnePlan - Overview

Direct Answer: What Are the Config Update Tools in OnePlan?

The Config Update Tools in OnePlan upgrade a configuration that was created from older templates. They are on the Tools tab at Configuration > General and include Add Task Type Field, Add Task Mode Field, Fix Plan Type Lookups, Calculate Plans, Add Availability, and Add Critical. You start each one by selecting Run Tool.

What This Article Covers: Config Update Tools

This article describes what each Config Update Tool does and how to run one.

What you will understand After reading this article, you will know what each Config Update Tool changes and how to start it.

Who This Article Is For: Config Update Tools

This article is intended for OnePlan administrators who maintain a configuration that was created from older templates, and for the Customer Success and support contacts who assist them.

Understanding the Config Update Tools in OnePlan

Context: What Each Tool Does

Add Task Type Field Adds the Default Task Type field to the plan.
Add Task Mode Field Adds the Default Task Mode (Auto/Manual) field to the plan.
Fix Plan Type Lookups Adds lookups for plan types and updates lookup values to the appropriate plan for all plans in the system.
Calculate Plans Recalculates all plans, including task dates and effort, and adds WBS codes to plans. This runs as a PlanCalculate job that you can follow on the Processes page.
Add Availability Adds resource Availability Dates.
Add Critical Adds a field for the Work Plan to display whether a task is critical.

Context: How to Run a Config Update Tool

Go to Configuration > General.
Select the Tools tab, then select Config Update Tools. The Tools for Group page opens.
Select Run Tool next to the tool you want to run.

These tools act on the whole group, so run one only when your configuration needs the update it provides.

Frequently Asked Questions: Config Update Tools

Q: What do the Config Update Tools do in OnePlan? A: In OnePlan, the Config Update Tools upgrade a configuration created from older templates by adding missing fields and lookups, recalculating plans, and adding resource availability dates.

Q: How do I recalculate all plans in OnePlan? A: In OnePlan, select Run Tool next to Calculate Plans under Config Update Tools. The tool recalculates all plans and adds WBS codes to plans.