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