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Bidding, Budget, Contract & Change Management, Accounting Integrations

Bidding, Budget, Contract & Change Management, Accounting Integrations

In-depth Training on all Procore Financial tools as a Contractor client

Not currently available

About this course

This is a self-paced training course containing "deep-dive" sessions on the following Procore tools by a member of Procore's Strategic Advisory Team:

  • Bidding
  • Budget*
  • Commitments*
  • Change Events*
  • Change Orders*
  • Custom Reporting
  • Direct Costs
  • Prime Contract*
  • Requisitions*
  • QuickBooks
  • Sage 300 CRE

* Required training during the Procore Implementation process.

For tool-specific tutorials, please visit https://support.procore.com.

Curriculum

  • Implementation (Required)
  • Contracts: Prime Contract and Commitments
  • Budget: Standard Budget and Configurable Views
  • Requisitions
  • Change Management: Change Events and Change Orders
  • Quiz: Financials as a Contractor
  • Additional Training
  • Bidding
  • Direct Costs
  • Custom Reporting
  • Financial Management with an Accounting Integration: Budget and Contract Management
  • Sage 300 CRE
  • QuickBooks
  • Support Documentation
  • Next Steps

About this course

This is a self-paced training course containing "deep-dive" sessions on the following Procore tools by a member of Procore's Strategic Advisory Team:

  • Bidding
  • Budget*
  • Commitments*
  • Change Events*
  • Change Orders*
  • Custom Reporting
  • Direct Costs
  • Prime Contract*
  • Requisitions*
  • QuickBooks
  • Sage 300 CRE

* Required training during the Procore Implementation process.

For tool-specific tutorials, please visit https://support.procore.com.

Curriculum

  • Implementation (Required)
  • Contracts: Prime Contract and Commitments
  • Budget: Standard Budget and Configurable Views
  • Requisitions
  • Change Management: Change Events and Change Orders
  • Quiz: Financials as a Contractor
  • Additional Training
  • Bidding
  • Direct Costs
  • Custom Reporting
  • Financial Management with an Accounting Integration: Budget and Contract Management
  • Sage 300 CRE
  • QuickBooks
  • Support Documentation
  • Next Steps