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 Main Contract
Video content may not accurately reflect the current state of the system and/or it may be out of date.
View as: Owner
Create Main Potential Variations (Main PVs) (with Change Events)
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Create an Owner Payment Application
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Add Financial Markup to a Main Contract
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Create Bill of Quantities for a Main Contract
Video content may not accurately reflect the current state of the system and/or it may be out of date.
View as: Speciality Contractor | Owner
Create and Send RFQs
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Speciality Contractor as Client - Create a Main Contract
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Speciality Contractor as Client - Add Financial Markup to a Client Contract
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Speciality Contractor as Client - Configure Main Contract Order Tiers
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Speciality Contractor as Client - Create Bill of Quantities for a Main Contract
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Speciality Contractor as Client - Configure Main Contract Settings
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Configure Variation Tiers for the Main Contract Tool
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - Set up a Funding Source
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - Create a Funding Variation
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - Create Bill of Quantities for a Funding Source
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner as Collaborator - Review a Main Contract
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner as Collaborator - Review MCVs
Video content may not accurately reflect the current state of the system and/or it may be out of date.
OUTDATED VIDEOS - Removed from Support Site and Certifications
Owner - Set Up Main Contracts
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - Create Bill of Quantities for a Main Contract
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - Configure Variation Tiers for the Main Contract Tool
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Speciality Contractor as Client - Create and Send RFQs
Video content may not accurately reflect the current state of the system and/or it may be out of date.
