Procore Project Financials – Building Better Financial Management, 2-Night Course

This is a 2-night class: June 24th and 26th from 4:00pm to 6:00pm.

Procore has quickly become the Hub of your construction process. During this course, participants will learn how to optimize their project financial processes using Procore.  Everything from creating commitments to invoicing clients. Procore advances process consistency within the Project Financials Process and ensures tighter budget management and better change management.

Day One: Project Setup Through Procurement
Creating a new Procore project optimized for Procore Financials
Uploading a budget, configuring a budget
Managing the directory
Creating Prime Contracts
Creating Commitments
Subcontracts
Commitments
Bonus: Field sets and Custom fields
Bonus: Custom Solutions / Custom Contracts

Day Two: Change Management, Invoicing, Budget Updates
Change Management
Change Events
RFQs
Prime Contract Change Orders
Commitment Change Orders
Invoice Management
Vendor Invoices
Client Invoices
Direct Cost Management
Budget Updates
Managing Cost Codes
Forecast
Budget Changes
Snapshots
Bonus – Workflow Management,
Bonus – ERP Integration

Note that this course can be taken as an add-on to the Project Management Academy or Independently. It is not designed to replace that academy, but rather to teach you how to use Procore to accomplish concepts taught in the Project Management Academy. It is expected that all attendees have a basic knowledge of the Project Management processes. A discounted price is offered to individuals pairing this course with Project Managment Academy class click HERE to register.