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.
- From the project dashboard, go to and select your PCO ID.
Confirm the PCO is completed and select Transfer to
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.
- When the Validation Successful message displays, select Transfer.