Project Manager: Project Financials -- at Owner

Curriculum

• Getting Started
• Welcome to the Course
• Glossary of Terms
• Course Introduction
• Intro to Project Financials
• Permissions
• Budget Setup
• 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)
• Interactive Workflow
• Best Practices and Resources
• Budget Review
• Prime Contract
• 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
• Interactive Workflow
• Best Practices and Resources
• Prime Contract Review
• Direct Costs
• Intro to Direct Costs
• Create a Direct Cost (3:09)
• Best Practices and Resources
• Direct Costs Review
• Commitment and Billing Management
• Intro to Commitments
• Create a Contract (5:56)
• Create a Purchase Order (2:59)
• Invite a Contractor to Create a Contractor Schedule of Values (3:02)
• Interactive Workflow
• Best Practices and Resources
• Commitment and Billing Management Review
• Invoice Management
• 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)
• Interactive Workflows
• Invoicing Review
• Change Order 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)
• Interactive Workflow
• Best Practices and Resources
• Change Order Management Review
• Final Exam
• Final Exam: Project Manager Financials
• Congratulations!
• You've Completed the Course
• Course Feedback
• Share Your Accomplishment