Financials Lab -- Owner

Financials Lab -- Owner

Learn how to import and lock a budget, create a direct cost, review a vendor invoice, and much more as an Owner.

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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/procore-labs-financials-for-owners. This course is privately shared; if you cannot view this course, please ask your primary point of contact (i.e. Implementation Manager, Customer Success Manager, Account Executive, etc.) to request course access on your behalf or inform your course instructor if you're taking these labs as part of a live, virtual workshop.
  4. Click the Get Started button to register for the course.

Curriculum

  • Getting Started
  • Getting Started
  • Construction Financials
  • Budget: Import a Budget
  • Budget: Review and Lock the Budget
  • Budget: Create a Budget Modification
  • Direct Costs: Create a Direct Cost
  • Funding: Create a Funding Source
  • Commitments: Create a Contract
  • Commitments: Create a Contractor SSOV
  • Commitments: Create a Purchase Order
  • Change Events: Create a Change Event
  • Change Events: Create and Send RFQs
  • Change Events: Create a Funding CO
  • Change Events: Create a CCO
  • Invoicing: Create a Billing Period
  • Invoicing: Create an Invoice on Behalf of a Contractor
  • Invoicing: Create a Funding 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/procore-labs-financials-for-owners. This course is privately shared; if you cannot view this course, please ask your primary point of contact (i.e. Implementation Manager, Customer Success Manager, Account Executive, etc.) to request course access on your behalf or inform your course instructor if you're taking these labs as part of a live, virtual workshop.
  4. Click the Get Started button to register for the course.

Curriculum

  • Getting Started
  • Getting Started
  • Construction Financials
  • Budget: Import a Budget
  • Budget: Review and Lock the Budget
  • Budget: Create a Budget Modification
  • Direct Costs: Create a Direct Cost
  • Funding: Create a Funding Source
  • Commitments: Create a Contract
  • Commitments: Create a Contractor SSOV
  • Commitments: Create a Purchase Order
  • Change Events: Create a Change Event
  • Change Events: Create and Send RFQs
  • Change Events: Create a Funding CO
  • Change Events: Create a CCO
  • Invoicing: Create a Billing Period
  • Invoicing: Create an Invoice on Behalf of a Contractor
  • Invoicing: Create a Funding Invoice
  • Congratulations
  • Course Feedback

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