Send Potential Change Orders from ProjectSight to Vista

Create and send potential change orders from ProjectSight to Vista PM Pending Change Orders and JC Change Orders.

  1. Create a potential change order in ProjectSight. Potential change order items must have:
    • Budget Applied Amount
    • Budget Code
    • Allocation

    ProjectSight Help: For more information about creating new potential change orders in ProjectSight, see the ProjectSight Help: Create Potential Change Orders.

  2. In ProjectSight, select Send to Vista to sync the data to Vista. Only authorized users can perform this function.

    A banner displays the syncing status as pending, successful, or failed.

    ProjectSight Help: For more information about manually syncing records, see the ProjectSight Help on Record Syncing.

    Based on the allocation value you enter in ProjectSight, the following records are created in Vista:
    Allocation Value Entered in ProjectSight Resulting Vista Record Created
    Apprx Rev PM Pending Change Orders
    Pend Rev PM Pending Change Orders
    Appr Rev JC Change Orders (Internal)
    No Alloc No record created - ignored by integration
    Cancelled No record created - ignored by integration
  3. Make updates to the potential change order in ProjectSight. These changes will sync to the associated Vista records.

    Do not modify these records in Vista.

  4. To view the records in Vista, go to either:
    • Project Management > Programs > PM Pending Change Orders
    • Job Cost > Programs > JC Change Orders