- Getting Started
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Welcome to the Course
- Course Introduction
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Intro to Financial Management
- Budget
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Intro to the Budget
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Set Up a Budget (6:59)
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Set Up a Configurable Budget (7:40)
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Budget Modifications (3:15)
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Forecasts, Projections, and Reports for a Budget (5:20)
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Navigate the Forecasting Tab (2:54)
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Budget Resources
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Budget Review
- Prime Contracts
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Intro to Prime Contracts
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Set Up a Prime Contract (2:53)
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Create Schedule of Values for the Prime Contract (2:42)
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Configure Change Order Tiers for the Prime Contract (1:41)
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Add Financial Markup to Prime Contract (2:30)
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Prime Contracts Resources
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Prime Contract Review
- Direct Costs
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Intro to Direct Costs
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Direct Costs (4:05)
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Direct Costs Resources
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Direct Costs Review
- Commitments
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Intro to Commitments
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Create a Subcontract (5:56)
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Create a Purchase Order (2:59)
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Invite a Subcontractor to Create a Subcontractor Schedule of Values
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Commitments Resources
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Commitment and Billing Management Review
- Invoicing
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Intro to Invoicing
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Configure Invoicing Settings (2:22)
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Create and Send Subcontractor Invoice Invitations (4:32)
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Create a Subcontractor Invoice on Behalf of a Subcontractor (3:30)
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Review a Subcontractor Invoice (1:40)
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Create an Owner Invoice (5:59)
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Invoicing Resources
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Invoicing Review
- Change Management
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Intro to Change Events
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Create a Change Event (5:52)
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Create and Send RFQs (5:00)
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Intro to Change Orders
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Create a Commitment Change Order (CCO) (3:51)
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Create a Prime Potential Change Order (Prime PCO) (4:05)
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Updating Change Orders (5:19)
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Change Events 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
Project Manager: Financial Management -- at General Contractor
Learn Procore's Financial Management Tools as a project manager at a General Contractor.
Estimated Completion Time: 3-4 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:
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