(MBI LIVE) Procore - Budgets & Financial Management


  • Oct 17, 2022 01:30 PM – 03:30 PM


  • Online Learning - Zoom
Fee Type of Fee
$125 / Person - MBI Members
$160 / Person - Construction Update Subscribers & Non-Members

Presenter: James Coppinger, ZenTek Consultants - Hackensack, NJ

For many Project Managers, the daily operation processes in Procore are simple. We know how to handle documents, submittals, incidents, observations, etc. The problems arise when we need to get into the financial information. Working with budgets, forecasts, costs, and commitments in Procore is another matter. It is easy to quickly get lost in the accounting terminology and processes but it doesn’t need to be that way. The Procore Financial Management tools are easier to use than they seem at first glance and this class will show you how a PM can use them to help better manage the financial aspect of your projects. 


  • Create prime contracts
  • Upload & create budgets
  • Display financial budget & forecast views
  • Upload & create direct costs
  • Create commitments (sub-contracts & PO's)
  • Sort & filter financial data for specific needs

Master Builder Designation:Project Management - 2 Credits