Request to Delete PI Portfolio Schedules

May 16, 2018

The Workday Account Holder Report by Person is now the source for information around grant and non-grant accounts or activity under the control of a person.  Workday PI Portfolio Reports will continue to be available for a short time, but will no longer be maintained.  There is no requirement to delete your existing PI Portfolio schedules.  However, if you feel there is no need to run the PI Portfolio reports for the May close, please delete them by June 8, 2018 to improve Workday system performance. 

See the steps below to delete a scheduled report.

If you need to run a report once your schedule is deleted, see page 9 of the Create and Schedule Portfolio Report Groups for Principal Investigators Guide, for steps to create an ad-hoc report run.