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Construction Financials

Construction Financials

Self-paced training for new Procore clients

About this course

This self-paced training course contains "deep-dive" training sessions of various tools by a member of Procore's Strategic Advisory Team. If you are new to Procore, this course is specifically designed to teach you how to best leverage the available tools in the following category: 

  • Construction Financials

Although you are strongly encouraged to complete all lessons in this course, you must complete the designated "Required" lessons during your company's initial implementation phase.

For additional training videos and tool-specific tutorials, please visit https://support.procore.com.

(Estimated Time for Completion: 2.5 hours)

Curriculum

  • Budget
  • Overview
  • Workflow
  • Training Video: Configurable Budget Views (38:38)
  • Prime Contract and Subcontract
  • Overview
  • Training Video: Prime Contract (10:45)
  • Training Video: Subcontract (15:13)
  • Change Management
  • Overview
  • Workflows
  • Training Video: Create Change Events (Next Gen) and Manage RFQs (13:01)
  • Training Video: Create and Approve Prime Change Orders (11:02)
  • Training Video: Creating Commitment Change Orders and Commitments (09:14)
  • Direct Costs
  • Overview
  • Training Video (10:57)
  • Requisitions
  • Overview
  • Training Video (12:45)
  • Custom Reporting
  • Training Video (12:56)
  • ERP Integrations
  • Sage 300 CRE (52:11)
  • QuickBooks (49:10)
  • Dexter + Chaney Spectrum (48:33)
  • Support Documentation
  • Additional Resources

About this course

This self-paced training course contains "deep-dive" training sessions of various tools by a member of Procore's Strategic Advisory Team. If you are new to Procore, this course is specifically designed to teach you how to best leverage the available tools in the following category: 

  • Construction Financials

Although you are strongly encouraged to complete all lessons in this course, you must complete the designated "Required" lessons during your company's initial implementation phase.

For additional training videos and tool-specific tutorials, please visit https://support.procore.com.

(Estimated Time for Completion: 2.5 hours)

Curriculum

  • Budget
  • Overview
  • Workflow
  • Training Video: Configurable Budget Views (38:38)
  • Prime Contract and Subcontract
  • Overview
  • Training Video: Prime Contract (10:45)
  • Training Video: Subcontract (15:13)
  • Change Management
  • Overview
  • Workflows
  • Training Video: Create Change Events (Next Gen) and Manage RFQs (13:01)
  • Training Video: Create and Approve Prime Change Orders (11:02)
  • Training Video: Creating Commitment Change Orders and Commitments (09:14)
  • Direct Costs
  • Overview
  • Training Video (10:57)
  • Requisitions
  • Overview
  • Training Video (12:45)
  • Custom Reporting
  • Training Video (12:56)
  • ERP Integrations
  • Sage 300 CRE (52:11)
  • QuickBooks (49:10)
  • Dexter + Chaney Spectrum (48:33)
  • Support Documentation
  • Additional Resources