Project Manager: Financial Management -- at Specialty Contractor

Project Manager: Financial Management -- at Specialty Contractor

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

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About this course

Estimated Completion Time: 3-4 hours

Welcome to the "Procore Certification for Project Managers at Specialty Contractor (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.

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:

Why is my Procore-Certified Certificate missing?

Additional Training Resources:

Curriculum

  • Getting Started
  • Welcome to the Course
  • Course Introduction
  • Intro to Financial Management
  • Budget
  • Intro to the Budget
  • Set Up a Budget (7:08)
  • Set Up a Configurable Budget (7:40)
  • Add New Line Items to the Budget (1:08)
  • Budget Modifications (3:15)
  • Budget Forecasting and Reports (6:15)
  • Navigate the Forecasting Tab (2:54)
  • Budget Resources
  • Budget Review
  • Prime Contracts
  • Intro to Prime Contracts
  • Configure Prime Contract Settings
  • Create a Prime Contract (9:27)
  • Create Schedule of Values for Prime Contract (2:42)
  • Configure Prime Contract Change Order Tiers (1:39)
  • Add Financial Markup to Prime Contract Change Orders (2:30)
  • Prime Contracts Resources
  • Prime Contract Review
  • Direct Costs
  • Intro to Direct Costs
  • Direct Costs (3:33)
  • Direct Costs Resources
  • Direct Costs Review
  • Commitments
  • Intro to Commitments
  • Configure Commitment Settings (4:37)
  • Create a Subcontract (6:14)
  • Create a Purchase Order (2:56)
  • Invite a Subcontractor to Create a Subcontractor Schedule of Values
  • Commitments Resources
  • Commitment and Billing Management Review
  • Invoicing
  • Intro to Invoicing
  • Configure Invoicing Settings
  • Create and Send Subcontractor Invoice Invitations
  • Create a Subcontractor Invoice on Behalf of a Subcontractor
  • Review a Subcontractor Invoice
  • Create an Owner Invoice
  • Invoicing Resources
  • Invoicing Review
  • Change Management
  • Intro to Change Events
  • Create a Change Event (8:34)
  • Create and Send RFQs (2:28)
  • Intro to Change Orders
  • Create a Prime Potential Change Order (Prime PCO) (4:56)
  • Create a Commitment Change Order (CCO) (4:45)
  • Change Event Resources
  • Change Order Management Review
  • Final Exam
  • Final Exam: Project Manager Financials
  • Congratulations!
  • You've Completed the Course
  • Course Feedback
  • Share Your Accomplishment

About this course

Estimated Completion Time: 3-4 hours

Welcome to the "Procore Certification for Project Managers at Specialty Contractor (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.

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:

Why is my Procore-Certified Certificate missing?

Additional Training Resources:

Curriculum

  • Getting Started
  • Welcome to the Course
  • Course Introduction
  • Intro to Financial Management
  • Budget
  • Intro to the Budget
  • Set Up a Budget (7:08)
  • Set Up a Configurable Budget (7:40)
  • Add New Line Items to the Budget (1:08)
  • Budget Modifications (3:15)
  • Budget Forecasting and Reports (6:15)
  • Navigate the Forecasting Tab (2:54)
  • Budget Resources
  • Budget Review
  • Prime Contracts
  • Intro to Prime Contracts
  • Configure Prime Contract Settings
  • Create a Prime Contract (9:27)
  • Create Schedule of Values for Prime Contract (2:42)
  • Configure Prime Contract Change Order Tiers (1:39)
  • Add Financial Markup to Prime Contract Change Orders (2:30)
  • Prime Contracts Resources
  • Prime Contract Review
  • Direct Costs
  • Intro to Direct Costs
  • Direct Costs (3:33)
  • Direct Costs Resources
  • Direct Costs Review
  • Commitments
  • Intro to Commitments
  • Configure Commitment Settings (4:37)
  • Create a Subcontract (6:14)
  • Create a Purchase Order (2:56)
  • Invite a Subcontractor to Create a Subcontractor Schedule of Values
  • Commitments Resources
  • Commitment and Billing Management Review
  • Invoicing
  • Intro to Invoicing
  • Configure Invoicing Settings
  • Create and Send Subcontractor Invoice Invitations
  • Create a Subcontractor Invoice on Behalf of a Subcontractor
  • Review a Subcontractor Invoice
  • Create an Owner Invoice
  • Invoicing Resources
  • Invoicing Review
  • Change Management
  • Intro to Change Events
  • Create a Change Event (8:34)
  • Create and Send RFQs (2:28)
  • Intro to Change Orders
  • Create a Prime Potential Change Order (Prime PCO) (4:56)
  • Create a Commitment Change Order (CCO) (4:45)
  • Change Event Resources
  • Change Order Management Review
  • Final Exam
  • Final Exam: Project Manager Financials
  • Congratulations!
  • You've Completed the Course
  • Course Feedback
  • Share Your Accomplishment

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