Project Manager: Portfolio Financials -- at Owner

Project Manager: Portfolio Financials -- at Owner

Learn Procore's Portfolio Financials Tools as a project manager at an Owner.

About this course

Estimated Completion Time: 1-2 Hours

Welcome to the Procore Certification: Project Manager at Owner (Portfolio Financials) course! Here's what you can expect:

Learn how navigate the Dashboard, Project Page, Bid Room, and Contract Room.
Learn how to keep your project on time, on schedule, and on budget using Portfolio Financials.
 Train at your own pace by leaving and returning at any time
 Earn a Procore-Certified Certificate upon completion

Click here for best practices on viewing the videos in this course.


How to Retrieve Your Certificate:

After completing ALL lessons in this course, navigate to your Profile page to view your certificate or add it to your LinkedIn:

Why is my Procore-Certified Certificate missing?


Additional Training Resources:

Curriculum

  • Getting Started
  • Welcome to the Course!
  • Course Introduction
  • Intro to Portfolio Financials
  • The Dashboard
  • Dashboard Overview
  • Adding a New Project
  • Dashboard Resources
  • Dashboard Review
  • The Project Page
  • Intro to the Project Page
  • Activity Feed Simulator
  • Cost Tracker Simulator
  • Project Team Simulator
  • Milestones
  • Milestones Simulator
  • Project Page Resources
  • Project Page Review
  • Bidding
  • Intro to Bidding
  • Bid Room Overview
  • Sending an Item Out for Bid
  • Comparing, Awarding, and Closing Out a Bid
  • Sending a Bid for Approval
  • Approving or Rejecting a Bid
  • Bidding Resources
  • Bidding Review
  • The Contract Room
  • Intro to the Contract Room
  • Contract Room Overview
  • Sending a Contract for Approval
  • Approving or Rejecting a Contract
  • Sending an Invoice for Approval
  • Approving or Rejecting an Invoice
  • Sending a Change Order for Approval
  • Approving or Rejecting a Change Order
  • Contract Room Resources
  • Contract Room Review
  • Owners Final Exam
  • Portfolio Financials Final Exam
  • Congratulations
  • You've Completed The Course
  • Course Feedback
  • Share Your Accomplishment

About this course

Estimated Completion Time: 1-2 Hours

Welcome to the Procore Certification: Project Manager at Owner (Portfolio Financials) course! Here's what you can expect:

Learn how navigate the Dashboard, Project Page, Bid Room, and Contract Room.
Learn how to keep your project on time, on schedule, and on budget using Portfolio Financials.
 Train at your own pace by leaving and returning at any time
 Earn a Procore-Certified Certificate upon completion

Click here for best practices on viewing the videos in this course.


How to Retrieve Your Certificate:

After completing ALL lessons in this course, navigate to your Profile page to view your certificate or add it to your LinkedIn:

Why is my Procore-Certified Certificate missing?


Additional Training Resources:

Curriculum

  • Getting Started
  • Welcome to the Course!
  • Course Introduction
  • Intro to Portfolio Financials
  • The Dashboard
  • Dashboard Overview
  • Adding a New Project
  • Dashboard Resources
  • Dashboard Review
  • The Project Page
  • Intro to the Project Page
  • Activity Feed Simulator
  • Cost Tracker Simulator
  • Project Team Simulator
  • Milestones
  • Milestones Simulator
  • Project Page Resources
  • Project Page Review
  • Bidding
  • Intro to Bidding
  • Bid Room Overview
  • Sending an Item Out for Bid
  • Comparing, Awarding, and Closing Out a Bid
  • Sending a Bid for Approval
  • Approving or Rejecting a Bid
  • Bidding Resources
  • Bidding Review
  • The Contract Room
  • Intro to the Contract Room
  • Contract Room Overview
  • Sending a Contract for Approval
  • Approving or Rejecting a Contract
  • Sending an Invoice for Approval
  • Approving or Rejecting an Invoice
  • Sending a Change Order for Approval
  • Approving or Rejecting a Change Order
  • Contract Room Resources
  • Contract Room Review
  • Owners Final Exam
  • Portfolio Financials Final Exam
  • Congratulations
  • You've Completed The Course
  • Course Feedback
  • Share Your Accomplishment

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