Practical Construction Management in Procore (4 week course)

Communications, contracts, costs, bids, even invoicing are all part of the daily life of anyone working in the construction management space. You have Procore and you know it handles all these items but you’re not sure how, and the online help isn’t getting you where you need to be. You need to know the practical processes for setting up all these features and using them in both the office and trailer. You need a class focused on more than just what buttons to push but on the “why” and “when” things need to be done in Procore to keep your jobs running efficiently and under budget.

ZenTek Consultants, a nationally recognized Certified Procore Consultant, will show you the most effective ways of using Procore for advanced construction management features. This eight (8) hour program is delivered in four (4), two-hour long sessions that students can attend online, right from their own desk. A live instructor will explain the detailed functions, and address questions as the class progresses.

Recording: Registrants for this course will receive access to a recording of each session for 7 consecutive days. Access will start the next business day after the session ends.

Must attend all four sessions.

Session 1: Communications and Controls, Feb 20th

Create New Projects
Create & Control Project Emails
Create & Communicate Tasks
Create & Communicate Observations
Create & Communicate Commitments

Session 2: Working with Finances, Feb 27th

Create Prime Contracts
Upload & Create Budgets
Display Financial Budget & Forecast views
Upload & Create Direct Costs
Create Commitments (sub-contracts & POs)
Sort & Filter Financial Data for Specific Needs

Session 3: Bids, Structures, and Reporting, March 6th

Create Company Directory Structures
Create Project Directory Structures
Control Bid Documents & Revision
Generate Schedule Reports
Generate Cost Reports

Session 4: All About Invoicing, March 13th

Configure Invoice Settings
Create & Send Invoices to Subs
Create an Invoice On Behalf of a Sub
Create & Send Owner Invoices
Review Submitted Invoices