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Procore Certification: Project Manager (Financial Management)

Procore Certification: Project Manager (Financial Management)

Estimated Completion Time: 3.5 hours

About this course

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:

Curriculum

  • Introduction
  • Welcome to the Course
  • Bidding Setup
  • Upload Bid Drawing Set (5:49)
  • Upload Documents (3:12)
  • Upload Specifications (5:37)
  • Create a Bid Package (12:39)
  • Best Practices and Resources
  • Bidding Review
  • 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)
  • Direct Costs Review
  • Best Practices and Resources
  • 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
  • Custom Report
  • Interactive Workflow
  • Custom Reporting (3:59)
  • Best Practices and Resources
  • Custom Reporting Review
  • Final Exam
  • Final Exam: Project Manager Financials
  • Congratulations!
  • You've Completed the Course
  • Course Feedback
  • Share Your Accomplishment

About this course

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:

Curriculum

  • Introduction
  • Welcome to the Course
  • Bidding Setup
  • Upload Bid Drawing Set (5:49)
  • Upload Documents (3:12)
  • Upload Specifications (5:37)
  • Create a Bid Package (12:39)
  • Best Practices and Resources
  • Bidding Review
  • 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)
  • Direct Costs Review
  • Best Practices and Resources
  • 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
  • Custom Report
  • Interactive Workflow
  • Custom Reporting (3:59)
  • Best Practices and Resources
  • Custom Reporting Review
  • Final Exam
  • Final Exam: Project Manager Financials
  • Congratulations!
  • You've Completed the Course
  • Course Feedback
  • Share Your Accomplishment