Project Manager: Financial Management -- at Specialty Contractor

Curriculum

• Getting Started
• Welcome to the Course
• Course Introduction
• Intro to Financial Management
• Budget Setup
• Intro to the Budget
• Set Up a Budget (7:08)
• Set Up a Configurable Budget (7:40)
• Add New Line Items to the Budget (1:08)
• Budget Resources
• Budget Review
• Prime Contract
• Intro to Prime Contracts
• 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)
• Prime Contracts 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
• Intro to Direct Costs
• Direct Costs (3:33)
• Direct Costs Resources
• Direct Costs Review
• Commitment and Billing Management
• Intro to Commitments
• 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
• Commitments Resources
• Commitment and Billing Management Review
• Invoice Management
• Intro to Invoicing
• 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 Resources
• Invoicing Review
• Change Order Management
• Intro to Change Events
• Create a Change Event (8:34)
• Create and Send RFQs (2:28)
• Intro to Change Orders
• Create a Prime Potential Change Order (Prime PCO) (4:56)
• Create a Commitment Change Order (CCO) (4:45)
• Change Event Resources
• Change Order Management Review
• Final Exam
• Final Exam: Project Manager Financials
• Congratulations!
• You've Completed the Course
• Course Feedback
• Share Your Accomplishment