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