- Course Introduction
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Welcome!
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Intro to Portfolio Financials
- The Dashboard
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Dashboard Overview
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Adding a New Project
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Dashboard Resources
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Dashboard Review
- The Project Page
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Intro to the Project Page
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Practice: Activity Feed
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Practice: Cost Tracker
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Practice: Project Team
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Milestones
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Practice: Milestones
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Project Page Resources
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Project Page Review
- Bidding
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Intro to Bidding
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Bid Room Overview
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Sending an Item Out for Bid
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Comparing, Awarding, and Closing Out a Bid
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Sending a Bid for Approval
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Approving or Rejecting a Bid
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Bidding Resources
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Bidding Review
- The Contract Room
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Intro to the Contract Room
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Contract Room Overview
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Sending a Contract for Approval
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Approving or Rejecting a Contract
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Sending an Invoice for Approval
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Approving or Rejecting an Invoice
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Sending a Change Order for Approval
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Approving or Rejecting a Change Order
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Contract Room Resources
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Contract Room Review
- Final Exam
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Portfolio Financials Final Exam
- Course Conclusion
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Portfolio Financials Conclusion
Project Manager: Portfolio Financials -- Owner
Learn Procore's Portfolio Financials Tools as a project manager at an Owner.
Welcome to the Project Manager: Portfolio Financials certification! This course is designed to teach you how to effectively use Procore's Portfolio Financials tools* as an Owner.