Project Manager: Financial Management -- General Contractor

Project Manager: Financial Management -- General Contractor

Learn Procore's Financial Management Tools as a project manager at a General Contractor.

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About this course

Welcome to the Project Manager: Financial Management at General Contractor certification! This course is designed to teach you how to use Procore's Financial Management tools* as a project manager at a General Contractor.

Estimated completion time: 3-4 hours

 

*Tools covered in this course: Budget, Change Events, Change Orders, Commitments, Direct Costs, Invoicing, and Prime Contracts. How do I check what tools I have included in my Procore account?

Curriculum

  • Course Introduction
  • Intro to Financial Management
  • Budget
  • Budget Tool
  • Set Up a Budget (4min)
  • Set Up Configurable Budget Views (4min)
  • Add New Line Items to a Budget (2min)
  • Create a Budget Modification (3min)
  • Budget Forecasts, Projections, and Reports (4min)
  • Navigate the Forecasting Tab (3min)
  • Budget Resources & Review
  • Prime Contracts
  • Prime Contracts Tool
  • Create a Prime Contract (3min)
  • Create Schedule of Values for a Prime Contract (3min)
  • Add Financial Markup to a Prime Contract (2min)
  • Prime Contracts Resources & Review
  • Direct Costs
  • Direct Costs Tool
  • Create a Direct Cost (3min)
  • Direct Costs Resources & Review
  • Commitments
  • Commitments Tool
  • Create a Subcontract (4min)
  • Create a Purchase Order (3min)
  • Invite a Subcontractor to Create a Subcontractor Schedule of Values (2min)
  • Commitments Resources & Review
  • Change Management
  • Change Events Tool
  • Create a Change Event (3min)
  • Create and Send RFQs (2min)
  • Respond to an RFQ on Behalf of a Collaborator (2min)
  • Change Orders Tool
  • Create a Commitment Change Order (CCO) (3min)
  • Create a Prime Contract Change Order (PCCO) (3min)
  • Change Events Resources & Review
  • Invoicing
  • Invoicing Tool
  • Create and Send Subcontractor Invoice Invitations (4min)
  • Create a Subcontractor Invoice on Behalf of a Subcontractor (3min)
  • Review a Subcontractor Invoice (1min)
  • Create an Owner Invoice (3min)
  • Invoicing Resources & Review
  • Final Exam
  • Final Exam: Project Manager Financials
  • Course Conclusion
  • Financial Management Conclusion

About this course

Welcome to the Project Manager: Financial Management at General Contractor certification! This course is designed to teach you how to use Procore's Financial Management tools* as a project manager at a General Contractor.

Estimated completion time: 3-4 hours

 

*Tools covered in this course: Budget, Change Events, Change Orders, Commitments, Direct Costs, Invoicing, and Prime Contracts. How do I check what tools I have included in my Procore account?

Curriculum

  • Course Introduction
  • Intro to Financial Management
  • Budget
  • Budget Tool
  • Set Up a Budget (4min)
  • Set Up Configurable Budget Views (4min)
  • Add New Line Items to a Budget (2min)
  • Create a Budget Modification (3min)
  • Budget Forecasts, Projections, and Reports (4min)
  • Navigate the Forecasting Tab (3min)
  • Budget Resources & Review
  • Prime Contracts
  • Prime Contracts Tool
  • Create a Prime Contract (3min)
  • Create Schedule of Values for a Prime Contract (3min)
  • Add Financial Markup to a Prime Contract (2min)
  • Prime Contracts Resources & Review
  • Direct Costs
  • Direct Costs Tool
  • Create a Direct Cost (3min)
  • Direct Costs Resources & Review
  • Commitments
  • Commitments Tool
  • Create a Subcontract (4min)
  • Create a Purchase Order (3min)
  • Invite a Subcontractor to Create a Subcontractor Schedule of Values (2min)
  • Commitments Resources & Review
  • Change Management
  • Change Events Tool
  • Create a Change Event (3min)
  • Create and Send RFQs (2min)
  • Respond to an RFQ on Behalf of a Collaborator (2min)
  • Change Orders Tool
  • Create a Commitment Change Order (CCO) (3min)
  • Create a Prime Contract Change Order (PCCO) (3min)
  • Change Events Resources & Review
  • Invoicing
  • Invoicing Tool
  • Create and Send Subcontractor Invoice Invitations (4min)
  • Create a Subcontractor Invoice on Behalf of a Subcontractor (3min)
  • Review a Subcontractor Invoice (1min)
  • Create an Owner Invoice (3min)
  • Invoicing Resources & Review
  • Final Exam
  • Final Exam: Project Manager Financials
  • Course Conclusion
  • Financial Management Conclusion

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