Project Manager: Portfolio Financials -- Owner

Project Manager: Portfolio Financials -- Owner

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

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About this course

Welcome to the Project Manager: Portfolio Financials certification! This course is designed to teach you how to effectively use Procore's Portfolio Financials tools* as an Owner.

Estimated completion time: 1-2 hours

 

Curriculum

  • Course Introduction
  • Welcome!
  • Intro to Portfolio Financials
  • The Dashboard
  • Dashboard Overview
  • Adding a New Project
  • Dashboard Resources
  • Dashboard Review
  • The Project Page
  • Intro to the Project Page
  • Practice: Activity Feed
  • Practice: Cost Tracker
  • Practice: Project Team
  • Milestones
  • Practice: Milestones
  • 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
  • Final Exam
  • Portfolio Financials Final Exam
  • Course Conclusion
  • Portfolio Financials Conclusion
  • Course Feedback
  • Share Your Accomplishment

About this course

Welcome to the Project Manager: Portfolio Financials certification! This course is designed to teach you how to effectively use Procore's Portfolio Financials tools* as an Owner.

Estimated completion time: 1-2 hours

 

Curriculum

  • Course Introduction
  • Welcome!
  • Intro to Portfolio Financials
  • The Dashboard
  • Dashboard Overview
  • Adding a New Project
  • Dashboard Resources
  • Dashboard Review
  • The Project Page
  • Intro to the Project Page
  • Practice: Activity Feed
  • Practice: Cost Tracker
  • Practice: Project Team
  • Milestones
  • Practice: Milestones
  • 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
  • Final Exam
  • Portfolio Financials Final Exam
  • Course Conclusion
  • Portfolio Financials Conclusion
  • Course Feedback
  • Share Your Accomplishment

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