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Transferring 1:1 workspace history

Learn how to transfer 1:1 workspace history in PI Perform, so a manager can seamlessly share information on their report with a new manager.

Updated over a week ago

Transferring 1:1 history from one manager to another takes just a few steps.

How to transfer 1:1 history in Perform

  1. Click the 1:1 workspace whose history you'd like to transfer.

  2. Click the ellipsis button in the top-right corner of the screen.

  3. Select "Transfer workspace" from the dropdown options.

  4. The below pop-up will open, asking you to select the user to remove and user to add.

  5. Confirm by clicking "Transfer."

For more on transferring 1:1 workspace history, watch this short video walkthrough.

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