How-to Training Videos
On this page, you'll find quick, how-to training videos.
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Looking for more in-depth training?
Complete the self-paced Procore Certification: Project Manager (Financial Management) course. It includes training videos, best practices, interactive workflow diagrams, recent changes, as well as quizzes to test your knowledge. Plus, you’ll earn a Procore Certification certificate upon successful course completion that you can add to your LinkedIn profile.
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Set Up a Budget
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
View as: Specialty Contractor as Client | Owner
Set Up Configurable Budget Views
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Budget Forecasts, Projections, and Reports
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
View as: Owner
Specialty contractor as a Client - Add New Line Items to a Budget
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
View as: Owner
Specialty contractor as a Client - Setup a Budget
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Specialty contractor as a Client - Create a Budget Modification
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Specialty contractor as a Client - Create a Direct Cost
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Set Up a Budget
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Add New Line Items to the Budget
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Budget Forecasts, Projections, and Reports
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Create a Budget Modification
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
General Contractor - Navigate the Forecasting Tab
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Specialty Contractor - Navigate the Forecasting Tab
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Navigate the Forecasting Tab
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
