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Construction Financials

Self-paced training for new Procore clients

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About this course

This self-paced training course contains "deep-dive" training sessions of various tools by a member of Procore's Strategic Advisory Team. If you are new to Procore, this course is specifically designed to teach you how to best leverage the available tools in the following category: 

  • Construction Financials

Although you are strongly encouraged to complete all lessons in this course, you must complete the designated "Required" lessons during your company's initial implementation phase.

For additional training videos and tool-specific tutorials, please visit https://support.procore.com.

Curriculum

  • Budget
  • Overview
  • Workflow
  • Training Video: Configurable Budget Views
  • Prime Contract and Commitments
  • Overview
  • Training Video: Prime Contract & Commitments
  • Change Management
  • Overview
  • Training Video: Change Events and Change Orders
  • Direct Costs
  • Overview
  • Training Video
  • Requisitions
  • Overview
  • Training Video
  • Custom Reporting
  • Training Video
  • ERP Integrations
  • Sage 300 CRE
  • QuickBooks
  • Support Documentation
  • Additional Resources
  • For Owner Clients
  • Training Video: User Permissions

About this course

This self-paced training course contains "deep-dive" training sessions of various tools by a member of Procore's Strategic Advisory Team. If you are new to Procore, this course is specifically designed to teach you how to best leverage the available tools in the following category: 

  • Construction Financials

Although you are strongly encouraged to complete all lessons in this course, you must complete the designated "Required" lessons during your company's initial implementation phase.

For additional training videos and tool-specific tutorials, please visit https://support.procore.com.

Curriculum

  • Budget
  • Overview
  • Workflow
  • Training Video: Configurable Budget Views
  • Prime Contract and Commitments
  • Overview
  • Training Video: Prime Contract & Commitments
  • Change Management
  • Overview
  • Training Video: Change Events and Change Orders
  • Direct Costs
  • Overview
  • Training Video
  • Requisitions
  • Overview
  • Training Video
  • Custom Reporting
  • Training Video
  • ERP Integrations
  • Sage 300 CRE
  • QuickBooks
  • Support Documentation
  • Additional Resources
  • For Owner Clients
  • Training Video: User Permissions