Financials Lab -- General Contractor

Financials Lab -- General Contractor

Learn how to import and lock a budget, create a direct cost, review a subcontractor invoice, and much more as a General Contractor.

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About this course

Access Course as a Student 

  1. Go to https://learn.procore.com and log in by clicking the Sign In button.
  2. Click the Sign in with Procore option and log in using the email and password that you use to log in to Procore's web application (e.g. https://app.procore.com).
  3. Navigate to https://learn.procore.com/project-financials-for-general-contractors. This course is privately shared; if you cannot view this course, please tell your course instructor and request access.
  4. Click the Get Started button to register for the course.

Curriculum

  • Getting Started
  • Getting Started
  • Project Financials
  • Budget: Import a Budget
  • Budget: Review and Lock the Budget
  • Budget: Create a Budget Modification
  • Budget: Forecast to Complete
  • Direct Cost: Create a Direct Cost
  • Prime Contract: Prime Contract Settings
  • Prime Contract: Create a Prime Contract
  • Commitments: Create a Subcontract
  • Commitments: Create a Purchase Order
  • Change Events: Create a Change Event
  • Change Events: Create and Send RFQs
  • Change Events: Create a Prime PCO
  • Change Events: Create a PCCO
  • Change Events: Create a CCO
  • Invoicing: Create Subcontractor Billing Period and Invite Subcontractors to Bill
  • Invoicing: Create an Invoice on Behalf of a Subcontractor
  • Invoicing: Review a Subcontractor Invoice
  • Invoicing: Create an Owner Invoice
  • Congratulations
  • Course Feedback

About this course

Access Course as a Student 

  1. Go to https://learn.procore.com and log in by clicking the Sign In button.
  2. Click the Sign in with Procore option and log in using the email and password that you use to log in to Procore's web application (e.g. https://app.procore.com).
  3. Navigate to https://learn.procore.com/project-financials-for-general-contractors. This course is privately shared; if you cannot view this course, please tell your course instructor and request access.
  4. Click the Get Started button to register for the course.

Curriculum

  • Getting Started
  • Getting Started
  • Project Financials
  • Budget: Import a Budget
  • Budget: Review and Lock the Budget
  • Budget: Create a Budget Modification
  • Budget: Forecast to Complete
  • Direct Cost: Create a Direct Cost
  • Prime Contract: Prime Contract Settings
  • Prime Contract: Create a Prime Contract
  • Commitments: Create a Subcontract
  • Commitments: Create a Purchase Order
  • Change Events: Create a Change Event
  • Change Events: Create and Send RFQs
  • Change Events: Create a Prime PCO
  • Change Events: Create a PCCO
  • Change Events: Create a CCO
  • Invoicing: Create Subcontractor Billing Period and Invite Subcontractors to Bill
  • Invoicing: Create an Invoice on Behalf of a Subcontractor
  • Invoicing: Review a Subcontractor Invoice
  • Invoicing: Create an Owner Invoice
  • Congratulations
  • Course Feedback

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