/* Code for hover cards */ /* CSS for header logo. Remove rounded edges */
Procore Developer: Financial Training

Procore Developer: Financial Training

Basic training on the financial tools of Procore's construction management platform.

About this course

New to Procore?

If you are a software architect or developer who is planning to build a custom financial integration based on Procore's open API, this course is for you!  (Note: If you have not done so already, please visit Procore Connect and complete the form before beginning this course.)

Before you start this course, you should have previously completed the "Procore Developer: General Training" course, which is designed to give you a basic overview of Procore's construction management software platform. 

The "Procore Developer: Financial Training" course focuses exclusively on Procore's financial tools. (e.g. Bidding, Budget, Prime Contract, Commitments, Change Orders, Change Events, and Direct Costs)

If you are building an ERP accounting integration or are building a custom integration or tool that interacts with one of Procore's financial tools, you should take this course to gain a solid understanding of how each financial tool is used to manage different aspects of a construction project in Procore.

The curriculum of this web-based course consists of tool-specific training videos and quizzes.  We realize that most users will not have the ability to complete the training in a single session. Therefore, we've designed the course to be both flexible and self-paced. Learn at your own pace, complete modules in any order, as well as resume your training at any time.  Upon completion, you will have a solid understanding of how each financial tool is used in the context of a real construction project, which will provide you with an accurate perspective as you develop your custom integrations. 

(Estimated Time for Completion: 2 hours)

Additional Training Resources

Curriculum

  • Course Overview
  • Contract Management Tools
  • Set Up a New Budget
  • Budget Setup Review
  • Managing a Budget
  • Forecasts, Projections, and Reports for a Budget
  • Managing a Budget Review
  • Direct Costs
  • Direct Costs Review
  • Prime Contract Management
  • Prime Contract Review
  • Commitment Management - Subcontracts and Purchase Orders
  • Commitments Review
  • Payment Application Management
  • Payment Applications Review
  • Draw Request Management
  • Change Management
  • Creating a Change Event
  • Create and Send an RFQ
  • Creating a Prime PCO from a Change Event
  • Responding to an RFQ for Subcontractors
  • Updating a Potential Change Order (PCO)
  • Change Management Review (1 of 2)
  • Creating a Commitment Change Order (CCO)
  • Updating a Commitment Change Order (CCO)
  • Budget Modifications
  • Viewing and Filtering Change Events
  • Change Management Review (2 of 2)
  • Congratulations!
  • Congratulations! You've completed the course!

About this course

New to Procore?

If you are a software architect or developer who is planning to build a custom financial integration based on Procore's open API, this course is for you!  (Note: If you have not done so already, please visit Procore Connect and complete the form before beginning this course.)

Before you start this course, you should have previously completed the "Procore Developer: General Training" course, which is designed to give you a basic overview of Procore's construction management software platform. 

The "Procore Developer: Financial Training" course focuses exclusively on Procore's financial tools. (e.g. Bidding, Budget, Prime Contract, Commitments, Change Orders, Change Events, and Direct Costs)

If you are building an ERP accounting integration or are building a custom integration or tool that interacts with one of Procore's financial tools, you should take this course to gain a solid understanding of how each financial tool is used to manage different aspects of a construction project in Procore.

The curriculum of this web-based course consists of tool-specific training videos and quizzes.  We realize that most users will not have the ability to complete the training in a single session. Therefore, we've designed the course to be both flexible and self-paced. Learn at your own pace, complete modules in any order, as well as resume your training at any time.  Upon completion, you will have a solid understanding of how each financial tool is used in the context of a real construction project, which will provide you with an accurate perspective as you develop your custom integrations. 

(Estimated Time for Completion: 2 hours)

Additional Training Resources

Curriculum

  • Course Overview
  • Contract Management Tools
  • Set Up a New Budget
  • Budget Setup Review
  • Managing a Budget
  • Forecasts, Projections, and Reports for a Budget
  • Managing a Budget Review
  • Direct Costs
  • Direct Costs Review
  • Prime Contract Management
  • Prime Contract Review
  • Commitment Management - Subcontracts and Purchase Orders
  • Commitments Review
  • Payment Application Management
  • Payment Applications Review
  • Draw Request Management
  • Change Management
  • Creating a Change Event
  • Create and Send an RFQ
  • Creating a Prime PCO from a Change Event
  • Responding to an RFQ for Subcontractors
  • Updating a Potential Change Order (PCO)
  • Change Management Review (1 of 2)
  • Creating a Commitment Change Order (CCO)
  • Updating a Commitment Change Order (CCO)
  • Budget Modifications
  • Viewing and Filtering Change Events
  • Change Management Review (2 of 2)
  • Congratulations!
  • Congratulations! You've completed the course!