Planhat health profile switch resets historical scores for the whole portfolio

Not specified by the original author.

TL;DR

Fix this in Planhat by acting on the exact message first: export the historical scores from Planhat before switching the health profile, map the old profile measures to the new profile measures explicitly, switch a pilot company first, and confirm its history survives before switching the whole portfolio. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one account, batch or record set first, then rerun the full scope and reconcile the counts.

Planhat health profile switch resets historical scores for the whole portfolio

Use this when

• The operation in Planhat fails with this exact message or symptom: Planhat health profile switch resets historical scores for the whole portfolio.
• The same failure repeats on retry with unchanged inputs.
• Health scoring, alerting or routing is blocked until this item completes.

Not for this skill when

• The message is an outage notice from the platform. Resolve that first, then return here if this error remains.
• The operation completes and you only disagree with its output quality. That is a quality review, not this failure.

Steps

1. Reproduce the failure with the smallest scope that still shows it in Planhat, and copy the full message plus the account, measure or job involved into the run notes. Verify: the error is reproduced on demand with a named scope, not only seen in a log.
2. Apply the specific fix for this error: export the historical scores from Planhat before switching the health profile, map the old profile measures to the new profile measures explicitly, switch a pilot company first, and confirm its history survives before switching the whole portfolio. Verify: the smallest failing scope now completes, or the named account, measure or job behaves as the fix predicts.
3. Check the neighbouring accounts, measures or jobs that share the same config, schema or source, because this class of failure rarely affects only one item. Verify: the neighbouring items are listed and each is marked affected or clear.
4. Rerun the original operation in Planhat on the previously failing scope, watching for the same message rather than assuming success from a quiet log. Verify: the operation completes and the original message does not appear.
5. Compare the result counts, scores or status against the source in Planhat so a silent partial success is caught before sign off. Verify: counts match the source or every difference is named and explained.
6. Record the fix, the triggering input and the verification result on the item so the next occurrence is recognised immediately. Verify: the record names the error, the fix applied and the evidence of success.

Why it happens

Switching a health profile rebuilds scores under the new model, and without a measure mapping and a saved history the platform treats the switch date as the start of the record.

Variant phrasings

Planhat health profile switch resets historical scores for the whole portfolio

The verbatim form searchers paste from the terminal or console. Treat it identically: same fix, same single scope proof, then the full rerun.

How to fix - Planhat health profile switch resets historical scores for the whole portfolio

The how-to phrasing for the same failure in Planhat. The steps above apply unchanged; start at the reproduction step rather than skipping to the rerun.

Planhat troubleshooting for this failure

The symptom-first phrasing used when the console hides the full message. Surface the full message first, confirm it matches the code block above, then follow the steps.

Edge cases

• If the fix works on the sample scope but the full rerun still fails, a second account or record with the same fault is present; widen the scope in stages until the next failing item is found.
• If scores change after the fix but downstream alerts or reports do not, check the downstream refresh timing before recalculating again, because those surfaces often read a synced copy.
• If the source information itself is missing for the affected accounts, record that as a source gap rather than scoring the accounts as zero.

Compatibility: Planhat at current versions, plus the platform API or console the query names; no extra tooling beyond the source system access needed to verify counts.

Provenance

Resolved from the public thread: https://vectle.com/posts/pst_YOQq7Ch3ft1ytqgVGUUY2A

Resolved from the public thread: https://vectle.com/posts/pst_YOQq7Ch3ft1ytqgVGUUY2A

Thread query: Planhat health profile switch resets historical scores for the whole portfolio

TL;DR: Fix this in Planhat by acting on the exact message first: export the historical scores from Planhat before switching the health profile, map the old profile measures to the new profile measures explicitly, switch a pilot company first, and confirm its history survives before switching the whole portfolio. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one account, batch or record set first, then rerun the full scope and reconcile the counts.

Not specified by the original author.

TL;DR

Fix this in Planhat by acting on the exact message first: in Planhat, open the custom metric that feeds the health model, confirm its latest values actually landed with a current timestamp, then force a health recalculation for one affected company and check the score date moves before recalculating the whole portfolio. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one account, batch or record set first, then rerun the full scope and reconcile the counts.

Planhat health score stuck at old value after metric update

Use this when

• The operation in Planhat fails with this exact message or symptom: Planhat health score stuck at old value after metric update.
• The same failure repeats on retry with unchanged inputs.
• Scoring, alerting or routing is blocked until this item completes.

Not for this skill when

• The message is an outage notice from the platform. Resolve that first, then return here if this error remains.
• The operation completes and you only disagree with its output quality. That is a quality review, not this failure.

Steps

1. Reproduce the failure with the smallest scope that still shows it in Planhat, and copy the full message plus the account, measure or job involved into the run notes. Verify: the error is reproduced on demand with a named scope, not only seen in a log.
2. Apply the specific fix for this error: in Planhat, open the custom metric that feeds the health model, confirm its latest values actually landed with a current timestamp, then force a health recalculation for one affected company and check the score date moves before recalculating the whole portfolio. Verify: the smallest failing scope now completes, or the named account, measure or job behaves as the fix predicts.
3. Check the neighbouring accounts, measures or jobs that share the same config, schema or credential, because this class of failure rarely affects only one item. Verify: the neighbouring items are listed and each is marked affected or clear.
4. Rerun the original operation in Planhat on the previously failing scope, watching for the same message rather than assuming success from a quiet log. Verify: the operation completes and the original message does not appear.
5. Compare the result counts, scores or status against the source in Planhat so a silent partial success is caught before sign off. Verify: counts match the source or every difference is named and explained.
6. Record the fix, the triggering input and the verification result on the item so the next occurrence is recognised immediately. Verify: the record names the error, the fix applied and the evidence of success.

Why it happens

Planhat health models recalculate on a schedule from metric values, and a metric update that wrote values without updating the metric timestamp is treated as no change, leaving the old score in place.

Variant phrasings

Planhat health score stuck at old value after metric update

The verbatim form searchers paste from the terminal or console. Treat it identically: same fix, same single scope proof, then the full rerun.

How to fix - Planhat health score stuck at old value after metric update error failure

The how-to phrasing for the same failure in Planhat. The steps above apply unchanged; start at the reproduction step rather than skipping to the rerun.

Planhat troubleshooting for this failure

The symptom-first phrasing used when the console hides the full message. Surface the full message first, confirm it matches the code block above, then follow the steps.

Edge cases

• If the fix works on the sample scope but the full rerun still fails, a second account or record with the same fault is present; widen the scope in stages until the next failing item is found.
• If scores change after the fix but downstream alerts or reports do not, check the downstream refresh timing before recalculating again, because those surfaces often read a synced copy.
• If the source data itself is missing for the affected accounts, record that as a data gap rather than scoring the accounts as zero.

Compatibility: Planhat at current versions, plus the platform API or console the query names; no extra tooling beyond the source system access needed to verify counts.

Provenance

Resolved from the public thread: https://vectle.com/posts/pst_AM4QDJ3GeRHFqI685UC5AQ

Resolved from the public thread: https://vectle.com/posts/pst_AM4QDJ3GeRHFqI685UC5AQ

Thread query: Planhat health score stuck at old value after metric update error failure

TL;DR: Fix this in Planhat by acting on the exact message first: in Planhat, open the custom metric that feeds the health model, confirm its latest values actually landed with a current timestamp, then force a health recalculation for one affected company and check the score date moves before recalculating the whole portfolio. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one account, batch or record set first, then rerun the full scope and reconcile the counts.

Not specified by the original author.

TL;DR

Fix this in Planhat by acting on the exact message first: trace the failed metric update job in Planhat, repair the rows it rejected, push the metric again, and verify one company shows the new metric value in its profile before triggering health recalculation, since the model will not move until the metric itself visibly changes. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one account, batch or record set first, then rerun the full scope and reconcile the counts.

how to fix Planhat health score stuck at old value after metric update fails

Use this when

• The operation in Planhat fails with this exact message or symptom: how to fix Planhat health score stuck at old value after metric update fails.
• The same failure repeats on retry with unchanged inputs.
• Scoring, alerting or routing is blocked until this item completes.

Not for this skill when

• The message is an outage notice from the platform. Resolve that first, then return here if this error remains.
• The operation completes and you only disagree with its output quality. That is a quality review, not this failure.

Steps

1. Reproduce the failure with the smallest scope that still shows it in Planhat, and copy the full message plus the account, measure or job involved into the run notes. Verify: the error is reproduced on demand with a named scope, not only seen in a log.
2. Apply the specific fix for this error: trace the failed metric update job in Planhat, repair the rows it rejected, push the metric again, and verify one company shows the new metric value in its profile before triggering health recalculation, since the model will not move until the metric itself visibly changes. Verify: the smallest failing scope now completes, or the named account, measure or job behaves as the fix predicts.
3. Check the neighbouring accounts, measures or jobs that share the same config, schema or credential, because this class of failure rarely affects only one item. Verify: the neighbouring items are listed and each is marked affected or clear.
4. Rerun the original operation in Planhat on the previously failing scope, watching for the same message rather than assuming success from a quiet log. Verify: the operation completes and the original message does not appear.
5. Compare the result counts, scores or status against the source in Planhat so a silent partial success is caught before sign off. Verify: counts match the source or every difference is named and explained.
6. Record the fix, the triggering input and the verification result on the item so the next occurrence is recognised immediately. Verify: the record names the error, the fix applied and the evidence of success.

Why it happens

A failed metric update leaves the health model inputs unchanged, so recalculation faithfully reproduces the old score from the old metric values.

Variant phrasings

how to fix Planhat health score stuck at old value after metric update fails

The verbatim form searchers paste from the terminal or console. Treat it identically: same fix, same single scope proof, then the full rerun.

How to fix - how to fix Planhat health score stuck at old value after metric update fails error

The how-to phrasing for the same failure in Planhat. The steps above apply unchanged; start at the reproduction step rather than skipping to the rerun.

Planhat troubleshooting for this failure

The symptom-first phrasing used when the console hides the full message. Surface the full message first, confirm it matches the code block above, then follow the steps.

Edge cases

• If the fix works on the sample scope but the full rerun still fails, a second account or record with the same fault is present; widen the scope in stages until the next failing item is found.
• If scores change after the fix but downstream alerts or reports do not, check the downstream refresh timing before recalculating again, because those surfaces often read a synced copy.
• If the source data itself is missing for the affected accounts, record that as a data gap rather than scoring the accounts as zero.

Compatibility: Planhat at current versions, plus the platform API or console the query names; no extra tooling beyond the source system access needed to verify counts.

Provenance

Resolved from the public thread: https://vectle.com/posts/pst_2XcbIDE5yNDz7Sads3aJJw

Resolved from the public thread: https://vectle.com/posts/pst_2XcbIDE5yNDz7Sads3aJJw

Thread query: how to fix Planhat health score stuck at old value after metric update fails error

TL;DR: Fix this in Planhat by acting on the exact message first: trace the failed metric update job in Planhat, repair the rows it rejected, push the metric again, and verify one company shows the new metric value in its profile before triggering health recalculation, since the model will not move until the metric itself visibly changes. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one account, batch or record set first, then rerun the full scope and reconcile the counts.