- Getting Started
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Welcome to the Course
- Course Introduction
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Intro to Project Financials
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Permissions
- Budget Setup
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Intro to the Budget
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Set Up a Budget (6:59)
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Add a Budget Line Item (1:09)
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Set Up a Configurable Budget (7:40)
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Create a Budget Modification (2:02)
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Budget Forecasts, Projections, and Reports (5:20)
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Interactive Workflow
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Best Practices and Resources
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Budget Review
- Prime Contract
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Intro to Prime Contracts
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Set up Prime Contracts (2:53)
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Create SOV for a Prime Contract (2:42)
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Configure Change Order Tiers for the Prime Contract
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Add Financial Markup to Prime Contract
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Interactive Workflow
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Best Practices and Resources
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Prime Contract Review
- Direct Costs
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Intro to Direct Costs
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Create a Direct Cost (3:09)
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Direct Costs Review
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Best Practices and Resources
- Commitment and Billing Management
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Intro to Commitments
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Create a Contract (5:56)
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Create a Purchase Order (2:59)
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Invite a Contractor to Create a Contractor Schedule of Values (3:02)
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Interactive Workflow
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Best Practices and Resources
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Commitment and Billing Management Review
- Invoice Management
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Intro to Invoicing
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Configure Invoicing Settings
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Create and Send Contractor Invoice Invitations (4:40)
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Create a Contractor Invoice on Behalf of a Contractor (3:32)
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Review a Contractor Invoice (1:36)
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Create an Owner Invoice (5:17)
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Interactive Workflows
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Invoicing Review
- Change Order Management
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Intro to Change Events
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Create a Change Event (8:46)
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Create and Send RFQs (2:31)
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Intro to Change Orders
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Create a Commitment Change Order (CCO) (4:12)
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Create a Prime Potential Change Order (Prime PCO) (3:20)
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Updating Change Orders (5:19)
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Interactive Workflow
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Best Practices and Resources
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Change Order Management Review
- Final Exam
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Final Exam: Project Manager Financials
- Congratulations!
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You've Completed the Course
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Course Feedback
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Share Your Accomplishment
Procore Certification: Project Manager at Owner (Project Financials)
Estimated Completion Time: 3 hours
Welcome to the "Procore Certification for Project Managers at Owners (Project Financials)" 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.
How to Retrieve Your Certificate:
After completing ALL lessons in this course, navigate to your Profile page to view your certificate or add it to your LinkedIn:
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