Project Manager: Financial Management -- at Specialty Contractor

Project Manager: Financial Management -- at Specialty Contractor

Learn Procore's Financial Management Tools as a project manager at a Specialty Contractor.

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About this course

Estimated Completion Time: 3-4 hours

Welcome to the "Procore Certification for Project Managers at Specialty Contractor (Financial Management)" 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

  • Course Introduction
  • Intro to Financial Management
  • Budget
  • Budget Tool
  • Set Up a Budget (7min)
  • Set Up Configurable Budget Views (8min)
  • Add New Line Items to a Budget (1min)
  • Budget Modifications (3min)
  • Budget Forecasts, Projects, & Reports (6min)
  • Navigate the Forecasting Tab (3min)
  • Budget Resources & Review
  • Client Contracts
  • Client Contracts Tool
  • Create a Prime Contract (9min)
  • Create Schedule of Values for Prime Contract (3min)
  • Add Financial Markup to a Prime Contract (3min)
  • Client Contracts Resources & Review
  • Direct Costs
  • Direct Costs Tool
  • Create a Direct Cost (4min)
  • Direct Costs Resources & Review
  • Commitments
  • Commitments Tool
  • Create a Subcontract (6min)
  • Create a Purchase Order (3min)
  • Invite a Subcontractor to Create a Subcontractor SOV (3min)
  • Commitments Resources & Review
  • Progress Billings
  • Progress Billings Tool
  • Create and Send Subcontractor Invoice Invitations (5min)
  • Create a Subcontractor Invoice on Behalf of a Subcontractor (3min)
  • Review a Subcontractor Invoice (2min)
  • Create an Owner Invoice (6min)
  • Progress Billings Resources & Review
  • Change Management
  • Change Events Tool
  • Create a Change Event (9min)
  • Create and Send RFQs (2min)
  • Change Orders Tool
  • Create a Prime PCO (5min)
  • Create a Commitment Change Order (5min)
  • Change Event Resources & Review
  • Final Exam
  • Project Manager (Financial Management): Final Exam
  • Course Conclusion
  • Financial Management Conclusion

About this course

Estimated Completion Time: 3-4 hours

Welcome to the "Procore Certification for Project Managers at Specialty Contractor (Financial Management)" 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

  • Course Introduction
  • Intro to Financial Management
  • Budget
  • Budget Tool
  • Set Up a Budget (7min)
  • Set Up Configurable Budget Views (8min)
  • Add New Line Items to a Budget (1min)
  • Budget Modifications (3min)
  • Budget Forecasts, Projects, & Reports (6min)
  • Navigate the Forecasting Tab (3min)
  • Budget Resources & Review
  • Client Contracts
  • Client Contracts Tool
  • Create a Prime Contract (9min)
  • Create Schedule of Values for Prime Contract (3min)
  • Add Financial Markup to a Prime Contract (3min)
  • Client Contracts Resources & Review
  • Direct Costs
  • Direct Costs Tool
  • Create a Direct Cost (4min)
  • Direct Costs Resources & Review
  • Commitments
  • Commitments Tool
  • Create a Subcontract (6min)
  • Create a Purchase Order (3min)
  • Invite a Subcontractor to Create a Subcontractor SOV (3min)
  • Commitments Resources & Review
  • Progress Billings
  • Progress Billings Tool
  • Create and Send Subcontractor Invoice Invitations (5min)
  • Create a Subcontractor Invoice on Behalf of a Subcontractor (3min)
  • Review a Subcontractor Invoice (2min)
  • Create an Owner Invoice (6min)
  • Progress Billings Resources & Review
  • Change Management
  • Change Events Tool
  • Create a Change Event (9min)
  • Create and Send RFQs (2min)
  • Change Orders Tool
  • Create a Prime PCO (5min)
  • Create a Commitment Change Order (5min)
  • Change Event Resources & Review
  • Final Exam
  • Project Manager (Financial Management): Final Exam
  • Course Conclusion
  • Financial Management Conclusion

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