Project Manager: Project Financials -- at Owner

Project Manager: Project Financials -- at Owner

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

About this course

Estimated Completion Time: 3 hours

Welcome to the "Procore Certification for Project Managers at Owners (Project Financials)" course! Here's what you can expect:

 Learn how to most effectively use Procore's Financial tools as a project manager or project engineer
 Discover best practices for the Financial tools within Procore
 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 Project Financials
  • Budget Setup
  • Intro to the Budget
  • Set Up a Budget (6:59)
  • Add a Budget Line Item (1:09)
  • Set Up a Configurable Budget (7:40)
  • Create a Budget Modification (2:02)
  • Budget Forecasts, Projections, and Reports (5:20)
  • Budget Resources
  • Budget Review
  • Prime Contract
  • Intro to Prime Contracts
  • Set up Prime Contracts (2:53)
  • Create SOV for a Prime Contract (2:42)
  • Configure Change Order Tiers for the Prime Contract
  • Add Financial Markup to Prime Contract
  • Prime Contract Resources
  • Prime Contract Review
  • Direct Costs
  • Intro to Direct Costs
  • Create a Direct Cost (3:09)
  • Direct Costs Resources
  • Direct Costs Review
  • Commitment and Billing Management
  • Intro to Commitments
  • Create a Contract (5:56)
  • Create a Purchase Order (2:59)
  • Invite a Contractor to Create a Contractor Schedule of Values (3:02)
  • Commitments Resources
  • Commitment and Billing Management Review
  • Invoice Management
  • Intro to Invoicing
  • Configure Invoicing Settings
  • Create and Send Contractor Invoice Invitations (4:40)
  • Create a Contractor Invoice on Behalf of a Contractor (3:32)
  • Review a Contractor Invoice (1:36)
  • Create an Owner Invoice (5:17)
  • Invoicing Resources
  • Invoicing Review
  • Change Order Management
  • Intro to Change Events
  • Create a Change Event (8:46)
  • Create and Send RFQs (2:31)
  • Intro to Change Orders
  • Create a Commitment Change Order (CCO) (4:12)
  • Create a Prime Potential Change Order (Prime PCO) (3:20)
  • Updating Change Orders (5:19)
  • Change Events Resources
  • Change Order Management Review
  • Final Exam
  • Final Exam: Project Manager Financials
  • Congratulations!
  • You've Completed the Course
  • Course Feedback
  • Share Your Accomplishment

About this course

Estimated Completion Time: 3 hours

Welcome to the "Procore Certification for Project Managers at Owners (Project Financials)" course! Here's what you can expect:

 Learn how to most effectively use Procore's Financial tools as a project manager or project engineer
 Discover best practices for the Financial tools within Procore
 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 Project Financials
  • Budget Setup
  • Intro to the Budget
  • Set Up a Budget (6:59)
  • Add a Budget Line Item (1:09)
  • Set Up a Configurable Budget (7:40)
  • Create a Budget Modification (2:02)
  • Budget Forecasts, Projections, and Reports (5:20)
  • Budget Resources
  • Budget Review
  • Prime Contract
  • Intro to Prime Contracts
  • Set up Prime Contracts (2:53)
  • Create SOV for a Prime Contract (2:42)
  • Configure Change Order Tiers for the Prime Contract
  • Add Financial Markup to Prime Contract
  • Prime Contract Resources
  • Prime Contract Review
  • Direct Costs
  • Intro to Direct Costs
  • Create a Direct Cost (3:09)
  • Direct Costs Resources
  • Direct Costs Review
  • Commitment and Billing Management
  • Intro to Commitments
  • Create a Contract (5:56)
  • Create a Purchase Order (2:59)
  • Invite a Contractor to Create a Contractor Schedule of Values (3:02)
  • Commitments Resources
  • Commitment and Billing Management Review
  • Invoice Management
  • Intro to Invoicing
  • Configure Invoicing Settings
  • Create and Send Contractor Invoice Invitations (4:40)
  • Create a Contractor Invoice on Behalf of a Contractor (3:32)
  • Review a Contractor Invoice (1:36)
  • Create an Owner Invoice (5:17)
  • Invoicing Resources
  • Invoicing Review
  • Change Order Management
  • Intro to Change Events
  • Create a Change Event (8:46)
  • Create and Send RFQs (2:31)
  • Intro to Change Orders
  • Create a Commitment Change Order (CCO) (4:12)
  • Create a Prime Potential Change Order (Prime PCO) (3:20)
  • Updating Change Orders (5:19)
  • Change Events Resources
  • Change Order Management Review
  • Final Exam
  • Final Exam: Project Manager Financials
  • Congratulations!
  • You've Completed the Course
  • Course Feedback
  • Share Your Accomplishment

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