Financial Management -- BE&K

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

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Acerca de este curso

Estimated Completion Time: 3-4 hours

Welcome to the "Procore Certification for Project Managers (Financial Management)" course! Here's what you can expect:

 Learn how to most effectively use Procore's Financial tools as a project manager or project engineer
 Discover best practices for the Financial tools within Procore
 Train at your own pace by leaving and returning at any time
 Earn a Procore-Certified Certificate upon completion

Click here for best practices on viewing the videos in this course.

 

Plan de estudios

  • Getting Started
  • Welcome to the Course
  • Course Introduction
  • Intro to Financial Management
  • Budget
  • Intro to the Budget
  • Set Up a Budget (6:59)
  • Set Up a Configurable Budget (7:40)
  • Budget Modifications (3:15)
  • Forecasts, Projections, and Reports for a Budget (5:20)
  • Navigate the Forecasting Tab (2:54)
  • Budget Resources
  • Budget Review
  • Prime Contract
  • Intro to Prime Contracts
  • Set Up a Prime Contract (2:53)
  • Create Schedule of Values for the Prime Contract (2:42)
  • Configure Change Order Tiers for the Prime Contract (1:41)
  • Add Financial Markup to Prime Contract (2:30)
  • Prime Contracts Resources
  • Prime Contract Review
  • Direct Costs
  • Intro to Direct Costs
  • Direct Costs (4:05)
  • Direct Costs Resources
  • Direct Costs Review
  • Commitment and Billing Management
  • Intro to Commitments
  • Create a Subcontract (5:56)
  • Create a Purchase Order (2:59)
  • 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 (2:22)
  • Create and Send Subcontractor Invoice Invitations (4:32)
  • Create a Subcontractor Invoice on Behalf of a Subcontractor (3:30)
  • Review a Subcontractor Invoice (1:40)
  • Create an Owner Invoice (5:59)
  • Invoicing Resources
  • Invoicing Review
  • Change Order Management
  • Intro to Change Events
  • Create a Change Event (5:52)
  • Create and Send RFQs (5:00)
  • Intro to Change Orders
  • Create a Commitment Change Order (CCO) (3:51)
  • Create a Prime Potential Change Order (Prime PCO) (4:05)
  • Updating Change Orders (5:19)
  • Change Events Resources
  • Change Order Management Review
  • Final Exam
  • Final Exam: Project Manager Financials
  • Congratulations!
  • You've Completed the Course
  • BE&K Course Feedback

Acerca de este curso

Estimated Completion Time: 3-4 hours

Welcome to the "Procore Certification for Project Managers (Financial Management)" course! Here's what you can expect:

 Learn how to most effectively use Procore's Financial tools as a project manager or project engineer
 Discover best practices for the Financial tools within Procore
 Train at your own pace by leaving and returning at any time
 Earn a Procore-Certified Certificate upon completion

Click here for best practices on viewing the videos in this course.

 

Plan de estudios

  • Getting Started
  • Welcome to the Course
  • Course Introduction
  • Intro to Financial Management
  • Budget
  • Intro to the Budget
  • Set Up a Budget (6:59)
  • Set Up a Configurable Budget (7:40)
  • Budget Modifications (3:15)
  • Forecasts, Projections, and Reports for a Budget (5:20)
  • Navigate the Forecasting Tab (2:54)
  • Budget Resources
  • Budget Review
  • Prime Contract
  • Intro to Prime Contracts
  • Set Up a Prime Contract (2:53)
  • Create Schedule of Values for the Prime Contract (2:42)
  • Configure Change Order Tiers for the Prime Contract (1:41)
  • Add Financial Markup to Prime Contract (2:30)
  • Prime Contracts Resources
  • Prime Contract Review
  • Direct Costs
  • Intro to Direct Costs
  • Direct Costs (4:05)
  • Direct Costs Resources
  • Direct Costs Review
  • Commitment and Billing Management
  • Intro to Commitments
  • Create a Subcontract (5:56)
  • Create a Purchase Order (2:59)
  • 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 (2:22)
  • Create and Send Subcontractor Invoice Invitations (4:32)
  • Create a Subcontractor Invoice on Behalf of a Subcontractor (3:30)
  • Review a Subcontractor Invoice (1:40)
  • Create an Owner Invoice (5:59)
  • Invoicing Resources
  • Invoicing Review
  • Change Order Management
  • Intro to Change Events
  • Create a Change Event (5:52)
  • Create and Send RFQs (5:00)
  • Intro to Change Orders
  • Create a Commitment Change Order (CCO) (3:51)
  • Create a Prime Potential Change Order (Prime PCO) (4:05)
  • Updating Change Orders (5:19)
  • Change Events Resources
  • Change Order Management Review
  • Final Exam
  • Final Exam: Project Manager Financials
  • Congratulations!
  • You've Completed the Course
  • BE&K Course Feedback

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