- Introduction
-
Welcome to the Course
- Budget Setup
-
Interactive Workflow
-
Set Up a Budget (7:08)
-
Set Up a Configurable Budget (7:40)
-
Add New Line Items to the Budget (1:08)
-
Best Practices and Resources
-
Budget Review
- Prime Contract
-
Interactive Workflow
-
Configure Prime Contract Settings
-
Create a Prime Contract (9:27)
-
Create Schedule of Values for Prime Contract (2:42)
-
Configure Prime Contract Change Order Tiers (1:39)
-
Add Financial Markup to Prime Contract Change Orders (2:30)
-
Best Practices and Resources
-
Prime Contract Review
- Budget Management
-
Budget Modifications (3:15)
-
Budget Forecasting and Reports (6:15)
-
Best Practices and Resources
-
Budget Management Review
- Direct Costs
-
Direct Costs (3:33)
-
Direct Costs Review
-
Best Practices and Resources
- Commitment and Billing Management
-
The Value of the Commitments Tool
-
Interactive Workflow
-
Configure Commitment Settings (4:37)
-
Create a Subcontract (6:14)
-
Create a Purchase Order (2:56)
-
Invite a Subcontractor to Create a Subcontractor Schedule of Values
-
Best Practices and Resources
-
Commitment and Billing Management Review
- Invoice Management
-
Configure Invoicing Settings
-
Create and Send Subcontractor Invoice Invitations
-
Create a Subcontractor Invoice on Behalf of a Subcontractor
-
Review a Subcontractor Invoice
-
Create an Owner Invoice
-
Invoicing Review
- Change Order Management
-
Interactive Workflow
-
Create a Change Event (8:34)
-
Create and Send RFQs (2:28)
-
Create a Prime Potential Change Order (Prime PCO) (4:56)
-
Create a Commitment Change Order (CCO) (4:45)
-
Best Practices and Resources
-
Change Order Management Review
- Custom Report
-
Interactive Workflow
-
Custom Reporting (3:59)
-
Best Practices and Resources
-
Custom Reporting Review
- Final Exam
-
Final Exam: Project Manager Financials
- Congratulations!
-
You've Earned Your Certificate
-
Course Feedback
Procore Certification: Project Manager at Specialty Contractor (Financial Management)
Estimated Completion Time: 3.5 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:
