- Introduction
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About this Course
- Bidding Setup
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Upload Bid Drawing Set (5:49)
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Upload Documents (3:12)
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Upload Specifications (5:37)
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Create a Bid Package (12:39)
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Best Practices and Resources
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Bidding Review
- Budget Setup
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Interactive Workflow
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Set Up a Budget (7:10)
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Set Up a Configurable Budget (7:40)
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Best Practices and Resources
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Budget Review
- Prime Contract
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Interactive Workflow
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Create a Prime Contract (9:27)
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Best Practices and Resources
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Prime Contract and Payment Applications Review
- Budget Management
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Budget Modifications (4:32)
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Budget Forecasting and Reports (6:15)
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Best Practices and Resources
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Budget Management Review
- Direct Costs
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Direct Costs (4:05)
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Direct Costs Review
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Best Practices and Resources
- Commitment and Billing Management
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Interactive Workflow
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Commitments (10:04)
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Invite a Subcontractor to Create a Subcontractor Schedule of Values
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Best Practices and Resources
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Commitment and Billing Management Review
- Invoice Management
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Configure Invoicing Settings
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Create and Send Subcontractor Invoice Invitations
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Create a Subcontractor Invoice on Behalf of a Subcontractor
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Review a Subcontractor Invoice
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Create an Owner Invoice
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Invoicing Review
- Change Order Management
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Interactive Workflow
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Create a Change Event (5:52)
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Create and Send RFQs (5:00)
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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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Best Practices and Resources
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Change Order Management Review
- Custom Report
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Interactive Workflow
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Custom Reporting (3:59)
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Best Practices and Resources
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Custom Reporting Review
- Final Exam
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Final Exam: Project Manager Financials
- Congratulations!
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Add Your Certificate to Your LinkedIn Profile
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Course Feedback
Procore Certification: Project Manager (Financial Management)
Become a "Procore Certified Project Manager" by demonstrating your understanding of Procore's financial tools and best practices.
New to Procore?
The "Procore Certification for Project Managers (Financial Management)" course is designed to specifically train project manager and project engineers on how to most effectively use the Procore's construction management software platform. Learn the best practices of how to use each Financial tool such as the Budget, Prime Contract, and Commitments tools by going through our self-paced learning modules, which include training videos, interactive workflow diagrams, and quizzes.
We realize that most users will not have the ability to complete all of the training modules in a single session, which is why we've designed a flexible and modular course where you can learn at your own pace. Complete modules at your own pace and resume your training at any time.
(Estimated Time for Completion: 3.5 hours)
Earn a Procore Certificate!
Earn a "Procore Certified: Project Manager (Financial Management)" certificate upon completion of this self-paced training course.
You can also add it directly to your LinkedIn profile in a just a few clicks.
(Note: You will need to complete every module in the course before you will receive a certificate of completion and view the LinkedIn button.)
Additional Training Resources
- Support Documentation - View tutorials, FAQs, interactive workflow diagrams, best practices, and more.
- Live Virtual Training Webinars - Free webinar trainings that are delivered by members of our Strategic Product Consultants team.
- Procore Best Practices: View Training Videos - Learn tips and tricks for successfully viewing our training videos.