Project Manager: Financial Management -- Head Contractor --- EN-AU

Project Manager: Financial Management -- Head Contractor --- EN-AU

Learn Procore's Financial Management Tools as a project manager at a Head Contractor.

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Acerca de este curso

Welcome to the Project Manager: Financial Management at Head Contractor certification! This course is designed to teach you how to use Procore's Financial Management tools* as a project manager at a Head Contractor.

 

*Tools covered in this course: Budget, Change Events, Variations, Commitments, Direct Costs, Invoicing and Head Contracts. How do I check what tools I have included in my Procore account?

Plan de estudios3-4 hours

  • Course Introduction
  • Intro to Financial Management
  • Budget
  • Budget Tool
  • Set Up a Budget (4min)
  • Set Up Configurable Budget Views in the Company Level Admin Tool (4min)
  • Add New Line Items to a Budget (2min)
  • Budget Forecasts, Projections and Reports (3min)
  • Navigate the Forecasting Tab (3min)
  • Budget Resources & Review
  • Head Contracts
  • Head Contracts Tool
  • Create a Head Contract (3min)
  • Create Schedule of Values for a Head Contract (3min)
  • Add Financial Markup to a Head Contract (2min)
  • Head Contracts Resources & Review
  • Direct Costs
  • Direct Costs Tool
  • Create a Direct Cost (3min)
  • Direct Costs Resources & Review
  • Commitments
  • Commitments Tool
  • Create a Subcontract (4min)
  • Create a Purchase Order (3min)
  • Invite a Subcontractor to Create an SSOV (2min)
  • Commitments Resources & Review
  • Change Management
  • Change Events Tool
  • Create a Change Event (3min)
  • Create and Send RFQs (2min)
  • Respond to an RFQ on Behalf of a Collaborator (3min)
  • Variations Tool
  • Create a Commitment Variation (3min)
  • Create a Head Contract Variation (3min)
  • Change Events Resources & Review
  • Invoicing
  • Invoicing Tool
  • Create and Send Subcontractors Progress Claim Invitations (5min)
  • Create a Subcontractor Progress Claim on Behalf of a Subcontractor (3min)
  • Review a Subcontractor Progress Claim (1min)
  • Create an Owner Progress Claim (3min)
  • Invoicing Resources & Review
  • Final Exam
  • Final Exam: Project Manager Financials
  • Course Conclusion
  • Financial Management Conclusion

Acerca de este curso

Welcome to the Project Manager: Financial Management at Head Contractor certification! This course is designed to teach you how to use Procore's Financial Management tools* as a project manager at a Head Contractor.

 

*Tools covered in this course: Budget, Change Events, Variations, Commitments, Direct Costs, Invoicing and Head Contracts. How do I check what tools I have included in my Procore account?

Plan de estudios3-4 hours

  • Course Introduction
  • Intro to Financial Management
  • Budget
  • Budget Tool
  • Set Up a Budget (4min)
  • Set Up Configurable Budget Views in the Company Level Admin Tool (4min)
  • Add New Line Items to a Budget (2min)
  • Budget Forecasts, Projections and Reports (3min)
  • Navigate the Forecasting Tab (3min)
  • Budget Resources & Review
  • Head Contracts
  • Head Contracts Tool
  • Create a Head Contract (3min)
  • Create Schedule of Values for a Head Contract (3min)
  • Add Financial Markup to a Head Contract (2min)
  • Head Contracts Resources & Review
  • Direct Costs
  • Direct Costs Tool
  • Create a Direct Cost (3min)
  • Direct Costs Resources & Review
  • Commitments
  • Commitments Tool
  • Create a Subcontract (4min)
  • Create a Purchase Order (3min)
  • Invite a Subcontractor to Create an SSOV (2min)
  • Commitments Resources & Review
  • Change Management
  • Change Events Tool
  • Create a Change Event (3min)
  • Create and Send RFQs (2min)
  • Respond to an RFQ on Behalf of a Collaborator (3min)
  • Variations Tool
  • Create a Commitment Variation (3min)
  • Create a Head Contract Variation (3min)
  • Change Events Resources & Review
  • Invoicing
  • Invoicing Tool
  • Create and Send Subcontractors Progress Claim Invitations (5min)
  • Create a Subcontractor Progress Claim on Behalf of a Subcontractor (3min)
  • Review a Subcontractor Progress Claim (1min)
  • Create an Owner Progress Claim (3min)
  • Invoicing Resources & Review
  • Final Exam
  • Final Exam: Project Manager Financials
  • Course Conclusion
  • Financial Management Conclusion

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