How to Use the DateFix Utility to Fix Rollup Date Issues in the Work Plan

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Direct Answer: Use the DateFix Utility to Fix Rollup Date Issues in the Work Plan

To use the DateFix Utility in OnePlan, install the standalone tool, then run it with your Environment, a Connection Key generated from your OnePlan environment, and optionally a Plan Id. The utility fixes rollup date issues — such as Summary Start and End dates that don't match their underlying schedule dates — and can identify orphaned tasks in the Work Plan.


What This Article Covers: The DateFix Utility

This article explains how to install and run the DateFix Utility to correct rollup date issues and identify orphaned tasks in OnePlan Work Plans.

What you will accomplish
After reading this article, you will be able to install the DateFix Utility, configure a run against one or all of your plans, and choose whether to test, log, or apply the fixes.


Before You Begin: The DateFix Utility

  • Owner (administrator) permissions in OnePlan
  • Connection Key generated from your OnePlan environment
  • (Optional) The Plan Id for the specific plan you want to target, if you don't want to run the utility against all plans

Why This Matters: The DateFix Utility

Context: Rollup Dates Can Drift From the Underlying Schedule

Summary task dates in the Work Plan are expected to roll up from their underlying Schedule start and end dates. Data migrations, bulk updates, or other unusual changes can occasionally cause these rollup dates to fall out of sync with what the schedule actually says, producing dates in the Work Plan that don't match expectations.

Context: Orphaned Tasks Can Accumulate Unnoticed

An orphaned task is one that exists in the OnePlan database but is not visible in the front end. Because these tasks aren't visible, they can go unnoticed until they cause confusing rollup or reporting behavior. The DateFix Utility can check for these as part of the same run.


Step-by-Step: Using the DateFix Utility

Task: Install the Utility


Task: Run the Utility

  1. Open the DateFix Utility and provide the following details:

DateFix Utility.png

  • Environment — Select your OnePlan environment.
  • Connection Key — Enter an authentication key generated from your OnePlan environment.
  • Plan Id — Enter the Id for the tool to update a specific plan, or leave it blank to run for all plans.

Get Plan ID.png

  • Fix Date Rollups for Tasks — Fixes the rollups for Summary Start and End dates based on the Schedule start and end dates.
  • Check for Orphaned Tasks — Checks for tasks that exist in the database but are not in the front end.
  • Run a Test Only (Do Not Update Plans) — Runs a test showing which data would be updated, without actually updating the plans.
  • Log Fixes Only — When enabled, only shows the entries that were fixed, rather than a full run log.
  1. Select Run to run the utility.

Task: Review the Results

  • If you ran with Run a Test Only enabled, review the output to see which rollup dates or orphaned tasks would be affected before running the utility again without that option to apply the fixes.
  • If you ran with Log Fixes Only enabled, review the log for the specific entries that were corrected.

Note: Run the utility with Run a Test Only enabled first if you want to confirm the scope of changes before applying fixes to your plans.


Frequently Asked Questions: The DateFix Utility

Q: Can I run the DateFix Utility against a single plan instead of all plans?
A: Yes. In OnePlan, enter the specific Plan Id when running the utility. Leave Plan Id blank to run it against all plans.


Q: Will the DateFix Utility make changes without my confirmation?
A: Not if you run it with Run a Test Only enabled first. In OnePlan, this option shows what would be updated without making any changes, so you can review the scope before running the utility again to apply the fixes.


Q: What is an orphaned task?
A: In OnePlan, an orphaned task is a task that exists in the database but does not appear in the front end. The DateFix Utility can check for these when Check for Orphaned Tasks is enabled.


Q: Where do I get a Connection Key for the DateFix Utility?
A: In OnePlan, a Connection Key is generated from your OnePlan environment. Contact your OnePlan administrator or representative if you need help generating one.


What to Do Next: The DateFix Utility

Related Work Plan configuration:

Related Work Plan tasks:

Understand the feature:

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