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PI Portal issues related to the Workday migration
Posted by Jody Austin on 16 February 2021 12:40 PM

Updated:  April 22, 2021

The following are known PI Portal issues related to the Workday migration: 


- Month-end financial statements are not available at this time. It is under development in Tableau/RAE and will be linked from PI Portal when available.

Grants/Financial Rollup:
- F&A Committed amount is incorrect for Subaward grants

- Third Party costs are not getting displayed.

- Some Object classes are incorrectly showing $0 expense amount which do not have budgeted amount setup in the award plan line.  (resolved 4/9)

- Incomplete converted Expense data (from PeopleSoft) is causing lower/incorrect amounts across all Object classes. (resolved 3/31)

- Amounts may not be accurate as we work on correcting the Life to Date financial amounts for grants. (Resolved 3/8)

- F&A Committed amount is not available. (resolved 3/4)

  •    Committed amounts by Object Class and total line amounts were re-calculated and re-posted for January and February 2021.

Award/Documents: (Resolved 2/25)

- Some attachments coming from Workday are not showing.

Award/Financials: (Resolved 3/26)
- Check images are not yet available

Award/Grants: (Resolved 3/8)

- Total amounts may not be accurate as we work on correcting the Life to Date financial amounts for grants.

 Grant/Payroll: (resolved 4/21/21)

-  Supplemental and student pay under ‘8000 Unallocated’ Object class are not getting displayed. (resolved 4/21/21)

- Tuition and Fees expenses are currently showing under 'Expenditure view which needs to be moved to the 'Payroll' view. (Resolved 3/15)


To report additional issues, please email with the following information:

     1) Action you were performing

     2) Issue you encountered or error message

     3) A screenshot of the error message and/or the PI Portal page where you are experiencing the issue.

     4) If applicable, a screenshot of results in Workday.


We thank you for your feedback and appreciate your patience while we work with the Workday support team to address these issues.


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