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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, 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. |
Set Up Payment applications - Owner
Create a Subcontractor Payment application on Behalf of a Subcontractor - Main Contractor
Create an Owner Payment application - Main Contractor
Create a Contractor Payment application on Behalf of a Contractor - Owner
Create a Client Payment application - Owner
Create and Send Subcontractor Payment application Invitations - Main Contractor
Create and Send Contractor Payment application Invitations - Owner
Submit a Payment Application - Subcontractor as Collaborator
Review a Subcontractor Payment application - Main Contractor
Review a Contractor Payment application - Owner
Review an Owner Payment application - Owner
OUTDATED VIDEOS - Removed from Support Site and Certifications
Configure Payment Applications Settings
Create and Send Subcontractor Payment Application Invitations
Create a Subcontractor Payment Application on Behalf of a Subcontractor
Create a Client Payment application
Review a Subcontractor Payment Application
Speciality Contractor - Create Client Progress Billings
Speciality Contractor - Set Up Progress Billings
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Speciality Contractor - Create Speciality Contractor Progress Billings on Behalf of a Speciality Contractor
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Speciality Contractor - Send Speciality Contractor Progress Billings Invitations
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Subcontractor - Submit a Payment Application
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - Set Up Payment applications
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - 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.
Owner - Create and Send Contractor Payment application Invitations
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - Create a Contractor Payment application on Behalf of a Contractor
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - Review a Contractor Payment application
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner as Collaborator - Review an Owner Payment application
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Speciality Contractor - Review Progress Billings
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Commitment Management
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Commitments Configuration
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.
Configure Invoicing Settings
Create a Subcontractor Payment application on Behalf of a Subcontractor - Main Contractor
Create an Owner Payment application - Main Contractor
Create and Send Subcontractor Payment application Invitations - Main Contractor
Review a Subcontractor Payment application - Main Contractor
OUTDATED VIDEOS - Removed from Support Site and Certifications
Create a Subcontractor Payment Application on Behalf of a Subcontractor
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Create and Send Subcontractor Payment Application Invitations
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.
Review a Subcontractor Payment Application
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Configure Invoicing Settings
Create a Subcontractor Payment application on Behalf of a Subcontractor - Main Contractor
Create an Owner Payment application - Main Contractor
Create and Send Subcontractor Payment application Invitations - Main Contractor
Review a Subcontractor Payment application - Main Contractor
OUTDATED VIDEOS - Removed from Support Site and Certifications
Create a Subcontractor Payment Application on Behalf of a Subcontractor
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Create and Send Subcontractor Payment Application Invitations
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.
Review a Subcontractor Payment Application
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Set Up Payment applications - Owner
Create a Subcontractor Payment application on Behalf of a Subcontractor - Main Contractor
Create an Owner Payment application - Main Contractor
Create a Contractor Payment application on Behalf of a Contractor - Owner
Create a Client Payment application - Owner
Create and Send Subcontractor Payment application Invitations - Main Contractor
Create and Send Contractor Payment application Invitations - Owner
Submit a Payment Application - Subcontractor as Collaborator
Review a Subcontractor Payment application - Main Contractor
Review a Contractor Payment application - Owner
Review an Owner Payment application - Owner
OUTDATED VIDEOS - Removed from Support Site and Certifications
Configure Payment Applications Settings
Create and Send Subcontractor Payment Application Invitations
Create a Subcontractor Payment Application on Behalf of a Subcontractor
Create a Client Payment application
Review a Subcontractor Payment Application
Speciality Contractor - Create Client Progress Billings
Speciality Contractor - Set Up Progress Billings
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Speciality Contractor - Create Speciality Contractor Progress Billings on Behalf of a Speciality Contractor
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Speciality Contractor - Send Speciality Contractor Progress Billings Invitations
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Subcontractor - Submit a Payment Application
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - Set Up Payment applications
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - 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.
Owner - Create and Send Contractor Payment application Invitations
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - Create a Contractor Payment application on Behalf of a Contractor
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - Review a Contractor Payment application
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner as Collaborator - Review an Owner Payment application
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Speciality Contractor - Review Progress Billings
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Commitment Management
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Commitments Configuration
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.