Project Manager: Financial Management

Curriculum

• Introduction
• Welcome to the Course
• Glossary of Terms
• 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