Project Manager: Financial Management -- Owner

Project Manager: Financial Management -- Owner

Learn Procore's Financial Management Tools as a project manager at an Owner.

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About this course

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

Estimated completion time: 3 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
  • Set Up Configurable Budget Views (4min)
  • Create a Budget Modification (2:02)
  • Budget Forecasts, Projections, and Reports (5:20)
  • Navigate the Forecasting Tab (2:54)
  • Budget Resources & Review
  • Funding
  • Funding Contracts Tool
  • Create a Funding Source
  • Create Schedule of Values for a Funding Source
  • Funding Contracts Resources & Review
  • Direct Costs
  • Direct Costs Tool
  • Create a Direct Cost (3:09)
  • Direct Costs Resources & Review
  • Commitments
  • Commitments Tool
  • Create a Contract (5:56)
  • Invite a Contractor to Create a Contractor Schedule of Values (3:02)
  • Create a Purchase Order (2:59)
  • Commitments Resources & Review
  • Change Management
  • Change Management Tool
  • Create a Change Event (8:46)
  • Create and Send RFQs (2:31)
  • Respond to an RFQ
  • Change Orders Tool
  • Create a Commitment Change Order (CCO) (4:12)
  • Create a Funding Change Order (FCO) (3:20)
  • Updating Change Orders (5:19)
  • Change Management Resources & Review
  • Invoicing
  • Invoicing Tool
  • Set Up Invoicing
  • Create a Contractor Invoice on Behalf of a Contractor (3:32)
  • Review a Contractor Invoice (1:36)
  • Create a Client Invoice (5:17)
  • 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 Owner certification! This course is designed to teach you how to use Procore's Financial Management tools* as a project manager at an owner company.

Estimated completion time: 3 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
  • Set Up Configurable Budget Views (4min)
  • Create a Budget Modification (2:02)
  • Budget Forecasts, Projections, and Reports (5:20)
  • Navigate the Forecasting Tab (2:54)
  • Budget Resources & Review
  • Funding
  • Funding Contracts Tool
  • Create a Funding Source
  • Create Schedule of Values for a Funding Source
  • Funding Contracts Resources & Review
  • Direct Costs
  • Direct Costs Tool
  • Create a Direct Cost (3:09)
  • Direct Costs Resources & Review
  • Commitments
  • Commitments Tool
  • Create a Contract (5:56)
  • Invite a Contractor to Create a Contractor Schedule of Values (3:02)
  • Create a Purchase Order (2:59)
  • Commitments Resources & Review
  • Change Management
  • Change Management Tool
  • Create a Change Event (8:46)
  • Create and Send RFQs (2:31)
  • Respond to an RFQ
  • Change Orders Tool
  • Create a Commitment Change Order (CCO) (4:12)
  • Create a Funding Change Order (FCO) (3:20)
  • Updating Change Orders (5:19)
  • Change Management Resources & Review
  • Invoicing
  • Invoicing Tool
  • Set Up Invoicing
  • Create a Contractor Invoice on Behalf of a Contractor (3:32)
  • Review a Contractor Invoice (1:36)
  • Create a Client Invoice (5:17)
  • Invoicing Resources & Review
  • Final Exam
  • Final Exam: Project Manager Financials
  • Course Conclusion
  • Financial Management Conclusion

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