- Introduction
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Welcome to the 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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The Value of the Prime Contract Tool
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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 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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The Value of the Commitments Tool
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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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You've Earned Your Certificate
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Course Feedback
Procore Certification: Project Manager (Financial Management)
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:
