- Course Introduction
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Intro to Financial Management
- Configure Tool Settings
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Configure Financial Management Settings
- Budget
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Budget Tool
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Set Up a Budget (4min)
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Set Up Configurable Budget Views (4min)
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Add New Line Items to a Budget (2min)
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Budget Modifications & Budget Changes
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Budget Forecasts, Projects, & Reports (6min)
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Navigate the Forecasting Tab (3min)
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Budget Resources & Review
- Client Contracts
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Client Contracts Tool
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Create a Client Contract (3min)
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Create Schedule of Values for Client Contract (2min)
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Add Financial Markup to a Client Contract (3min)
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Client Contracts Resources & Review
- Direct Costs
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Direct Costs Tool
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Create a Direct Cost (2min)
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Direct Costs Resources & Review
- Commitments
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Commitments Tool
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Create a Subcontract (3min)
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Create a Purchase Order (2min)
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Invite a Subcontractor to Create a Subcontractor SOV (2min)
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Commitments Resources & Review
- Change Management
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Change Events Tool
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Maintain Budget Codes Across Line Items
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Create a Change Event (3min)
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Create and Send RFQs (2min)
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Respond to an RFQ on Behalf of a Collaborator (2min)
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Change Orders Tool
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Create a Client Contract Change Order (3min)
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Create a Commitment Change Order (3min)
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Create Bulk Commitment Change Orders from a Change Event (2min)
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Change Event Resources & Review
- Progress Billings
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Progress Billings Tool
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Set Up Progress Billings (3min)
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Send Subcontractor Progress Billing Invitations (2min)
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Create Subcontractor Progress Billings on Behalf of a Subcontractor (2min)
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Review Progress Billings (1min)
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Create Client Progress Billings (3min)
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Progress Billings Resources & Review
- Reports
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Reports Tool
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Create Custom Company Level Reports
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Create an Enhanced Report
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Create a Committed Cost Report
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Create an Unsynced ERP Items Report
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Create a Subcontractor Invoice Detail Report
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Reports Resources & Review
- Final Exam
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Project Manager (Financial Management): Final Exam
- Course Conclusion
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Financial Management Conclusion
Project Manager: Financial Management -- Specialty Contractor
Learn Procore's Financial Management Tools as a project manager at a Specialty Contractor.
Welcome to the Project Manager: Financial Management at Specialty Contractor certification! This course is designed to teach you how to use Procore's Financial Management tools* as a project manager at a Specialty Contractor.
*Tools covered in this course: Budget, Change Events, Change Orders, Client Contracts, Commitments, Direct Costs, and Progress Billings. How do I check what tools I have included in my Procore account?