Procore Project Financials – Building Better Financial Management
April 9 @ 4:00 pm - 6:00 pm$200.00 – $300.00
This is a 2-night class: April 9th and 10th 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
Bonus: Field sets and Custom fields
Bonus: Custom Solutions / Custom Contracts
Day Two: Change Management, Invoicing, Budget Updates
Prime Contract Change Orders
Commitment Change Orders
Direct Cost Management
Managing Cost Codes
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.