Transfer a PCO to Vista

You can transfer your completed Potential Change Order (PCO) to Vista after you have edited and added the required information. Taking the Transfer to Vista action will transfer ownership to Vista, and all future updates to the PCO can not be made in Team.

Before you transfer to Vista you may want to:
  1. From the project dashboard, go to Project Financials > PCO LOG and select your PCO ID.
  2. Confirm the PCO is completed and select Transfer to Vista.
    The Transfer to Vista dialog box displays. You must fix any errors before proceeding with the transfer.
    Note: If an input was left in an invalid state (red outline with error), the value was not saved and will not be transferred. The last valid input transfers to your ERP.
  3. When the Validation Successful message displays, select Transfer.
The PCO is now transferred and all future updates will occur in Vista.