Project Manager: Project Financials -- Owner

Project Manager: Project Financials -- Owner

Learn Procore's Project Financials Tools as a project manager at an Owner.

rate limit

Code not recognized.

About this course

Welcome to the Project Manager: Project Financials at Owner certification! This course is designed to teach you how to use Procore's Project Financials tools* as a project manager at an owner company.

Estimated completion time: 3 hours

 

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

Curriculum

  • Course Introduction
  • Welcome!
  • Intro to Project Financials
  • Budget
  • Intro to the Budget
  • Set Up a Budget (6:59)
  • Add a Budget Line Item (1:09)
  • Set Up a Configurable Budget (7:40)
  • Create a Budget Modification (2:02)
  • Budget Forecasts, Projections, and Reports (5:20)
  • Navigate the Forecasting Tab (2:54)
  • Budget Resources
  • Budget Review
  • Prime Contracts
  • Intro to Prime Contracts
  • Set up Prime Contracts (2:53)
  • Create SOV for a Prime Contract (2:42)
  • Configure Change Order Tiers for the Prime Contract
  • Add Financial Markup to Prime Contract
  • Prime Contracts Resources
  • Prime Contract Review
  • Direct Costs
  • Intro to Direct Costs
  • Create a Direct Cost (3:09)
  • Direct Costs Resources
  • Direct Costs Review
  • Commitments
  • Intro to Commitments
  • Create a Contract (5:56)
  • Invite a Contractor to Create a Contractor Schedule of Values (3:02)
  • Create a Purchase Order (2:59)
  • Commitments Resources
  • Commitment and Billing Management Review
  • Change Management
  • Intro to Change Events
  • Create a Change Event (8:46)
  • Create and Send RFQs (2:31)
  • Intro to Change Orders
  • Create a Commitment Change Order (CCO) (4:12)
  • Create a Prime Potential Change Order (Prime PCO) (3:20)
  • Updating Change Orders (5:19)
  • Change Events Resources
  • Change Order Management Review
  • Invoicing
  • Intro to Invoicing
  • Configure Invoicing Settings
  • Create and Send Contractor Invoice Invitations (4:40)
  • Create a Contractor Invoice on Behalf of a Contractor (3:32)
  • Review a Contractor Invoice (1:36)
  • Create an Owner Invoice (5:17)
  • Invoicing Resources
  • Invoicing Review
  • Final Exam
  • Final Exam: Project Manager Financials
  • Course Conclusion
  • Project Financials Conclusion
  • Course Feedback
  • Share Your Accomplishment

About this course

Welcome to the Project Manager: Project Financials at Owner certification! This course is designed to teach you how to use Procore's Project Financials tools* as a project manager at an owner company.

Estimated completion time: 3 hours

 

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

Curriculum

  • Course Introduction
  • Welcome!
  • Intro to Project Financials
  • Budget
  • Intro to the Budget
  • Set Up a Budget (6:59)
  • Add a Budget Line Item (1:09)
  • Set Up a Configurable Budget (7:40)
  • Create a Budget Modification (2:02)
  • Budget Forecasts, Projections, and Reports (5:20)
  • Navigate the Forecasting Tab (2:54)
  • Budget Resources
  • Budget Review
  • Prime Contracts
  • Intro to Prime Contracts
  • Set up Prime Contracts (2:53)
  • Create SOV for a Prime Contract (2:42)
  • Configure Change Order Tiers for the Prime Contract
  • Add Financial Markup to Prime Contract
  • Prime Contracts Resources
  • Prime Contract Review
  • Direct Costs
  • Intro to Direct Costs
  • Create a Direct Cost (3:09)
  • Direct Costs Resources
  • Direct Costs Review
  • Commitments
  • Intro to Commitments
  • Create a Contract (5:56)
  • Invite a Contractor to Create a Contractor Schedule of Values (3:02)
  • Create a Purchase Order (2:59)
  • Commitments Resources
  • Commitment and Billing Management Review
  • Change Management
  • Intro to Change Events
  • Create a Change Event (8:46)
  • Create and Send RFQs (2:31)
  • Intro to Change Orders
  • Create a Commitment Change Order (CCO) (4:12)
  • Create a Prime Potential Change Order (Prime PCO) (3:20)
  • Updating Change Orders (5:19)
  • Change Events Resources
  • Change Order Management Review
  • Invoicing
  • Intro to Invoicing
  • Configure Invoicing Settings
  • Create and Send Contractor Invoice Invitations (4:40)
  • Create a Contractor Invoice on Behalf of a Contractor (3:32)
  • Review a Contractor Invoice (1:36)
  • Create an Owner Invoice (5:17)
  • Invoicing Resources
  • Invoicing Review
  • Final Exam
  • Final Exam: Project Manager Financials
  • Course Conclusion
  • Project Financials Conclusion
  • Course Feedback
  • Share Your Accomplishment

{{tag_privacy_policy_disclaimer}}

{{tag_privacy_policy_disclaimer_content}}

{{tag_log_in_certification}}