- Introduction
-
Welcome to the Course
-
Glossary of Terms
- Budget Setup
-
Interactive Workflow
-
Set Up a Budget (7:10)
-
Set Up a Configurable Budget (7:40)
-
Best Practices and Resources
-
Budget Review
- Prime Contract
-
The Value of the Prime Contract Tool
-
Interactive Workflow
-
Create a Prime Contract (9:27)
-
Best Practices and Resources
-
Prime Contract Review
- Budget Management
-
Budget Modifications (4:32)
-
Budget Forecasting and Reports (6:15)
-
Best Practices and Resources
-
Budget Management Review
- Direct Costs
-
Direct Costs (4:05)
-
Best Practices and Resources
-
Direct Costs Review
- Commitment and Billing Management
-
The Value of the Commitments Tool
-
Interactive Workflow
-
Commitments (10:04)
-
Invite a Subcontractor to Create a Subcontractor Schedule of Values
-
Best Practices and Resources
-
Commitment and Billing Management Review
- Invoice Management
-
Interactive Workflows
-
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 Review
- Change Order Management
-
Interactive Workflow
-
Create a Change Event (5:52)
-
Create and Send RFQs (5:00)
-
Create a Commitment Change Order (CCO) (3:51)
-
Create a Prime Potential Change Order (Prime PCO) (4:05)
-
Updating Change Orders (5:19)
-
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
Project Manager: Financial Management -- at General Contractor
Learn Procore's Financial Management Tools as a project manager at a General Contractor.
Estimated Completion Time: 3.5 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.
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:
Log in to Procore Certification
If you're a Procore user who can log in to app.procore.com:
Sign in with ProcoreOR
If you're a returning Guest user because you don't have access to Procore:
Sign in with Guest accountDon't have a guest account? Sign Up