Project Manager: Financial Management -- Specialty Contractor

Project Manager: Financial Management -- Specialty Contractor

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

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About this course

Welcome to the Project Manager: Financial Management at Specialty Contractor certification! This course is designed to teach you how to use Procore's Financial Management tools* as a project manager at a Specialty Contractor.

Estimated completion time: 3-4 hours

 

*Tools covered in this course: Budget, Change Events, Change Orders, Client Contracts, Commitments, Direct Costs, and Progress Billings. How do I check what tools I have included in my Procore account?

Curriculum

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

About this course

Welcome to the Project Manager: Financial Management at Specialty Contractor certification! This course is designed to teach you how to use Procore's Financial Management tools* as a project manager at a Specialty Contractor.

Estimated completion time: 3-4 hours

 

*Tools covered in this course: Budget, Change Events, Change Orders, Client Contracts, Commitments, Direct Costs, and Progress Billings. How do I check what tools I have included in my Procore account?

Curriculum

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

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