Project Manager: Financial Management -- Owner

Plan de estudios3-4 hours

• Course Introduction
• Intro to Financial Management
• Configure Tool Settings
• Configure Financial Management Settings
• Budget
• Budget Tool
• Set Up a Budget (4min)
• Set Up Configurable Budget Views (4min)
• Budget Modifications & Budget Changes
• Budget Forecasts, Projections, and Reports (4min)
• Navigate the Forecasting Tab (3min)
• Budget Resources & Review
• Funding
• Funding Contracts Tool
• Set Up a Funding Source (3min)
• Create Schedule of Values for a Funding Source (2min)
• Funding Contracts Resources & Review
• Direct Costs
• Direct Costs Tool
• Create a Direct Cost (3min)
• Direct Costs Resources & Review
• Commitments
• Commitments Tool
• Create a Contract (2min)
• Invite a Contractor to Create a Contractor Schedule of Values (3min)
• Create a Purchase Order (3min)
• Commitments Resources & Review
• Change Management
• Change Events Tool
• Maintain Budget Codes Across Line Items
• Create a Change Event (3min)
• Create and Send RFQs (2min)
• Respond to an RFQ (3min)
• Change Orders Tool
• Create a Commitment Change Order (CCO) (3min)
• Create Bulk Commitment Change Orders from a Change Event (2min)
• Create a Funding Change Order (FCO) (2min)
• Updating Change Orders (5min)
• Change Events Resources & Review
• Invoicing
• Invoicing Tool
• Set Up Invoicing (3min)
• Create a Contractor Invoice on Behalf of a Contractor (2min)
• Create and Send Contractor Invoice Invitations (2min)
• Review a Contractor Invoice (1min)
• Create a Client Invoice (3min)
• Invoicing Resources & Review
• Reports
• Reports Tool
• Create Custom Company Level Reports
• Create an Enhanced Report
• Create a Committed Cost Report
• Create an Unsynced ERP Items Report
• Create a Subcontractor Invoice Detail Report
• Reports Resources & Review
• Final Exam
• Final Exam: Project Manager Financials
• Course Conclusion
• Financial Management Conclusion