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.