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For Owners
This user guide provides project owners with information about how to use the Project Financials tools in Procore to streamline the financial business processes across a project's lifecycle. You'll learn how to configure each tool and perform common tasks using recommended best practices.
Some of the topics in this guide include:
How to set up your Work Breakdown Structure (WBS). Procore provides a default WBS that includes the cost code, cost type, and optional sub job segments. With WBS you can create a company and/or project-level budget code structure for use with the Project Financials tools in Procore. To learn more, see Work Breakdown Structure Setup.
How to add or import an accurate project budget. Learn how to add budget line items to your project, configure and assign budget views to your project, and set up a forecasting view to identify and track critical project costs. Use data collected from the field to track your project's labor costs and to log production quantities in your budget. Learn how to create budget changes to reallocate funds from one budget line item to another. See Budget Setup.
How to create one or more funding(s) for your project. Set up your Funding tool and learn about the considerations to keep in mind if your project has multiple funding sources or delivery methods. Manage the
process and create a payment received log. See Funding.Dans Procore, les factures ascendantes incluent les factures au maître d'ouvrage qui sont émises d'après les contrats principaux, les factures de financement qui sont émises d'après les financements et les factures entreprise générale/client qui sont émises d'après les contrats clients.
How to manage your project's commitments. Learn about the Commitments tool's configuration settings and how to create commitments for your downstream collaborators. Designate invoice contacts to submit invoices against those commitments and create a payment in the payments issued log. See Commitments.
How to improve oversight and management project changes. Choose between managing change orders with or without the Change Events tool. Configure your change order tier settings for your contracts. Bring change management to the field––facilitating faster approvals, more accurate communication, and eliminating the need to proceed at risk. See Change Management with Change Events and Change Management without Change Events.
How to administer the invoicing process for your project's collaborators. Define your billing periods and choose your project's desired method for creating and submitting invoices for your
andDans Procore, un collaborateur en amont est un individu, une entreprise ou une entité qui conclut un accord juridique avec votre entreprise pour effectuer des travaux sur un projet de construction. Le terme « Collaborateur en amont » est utilisé pour représenter l'individu, l'entreprise ou l'entité qui paie un titulaire de compte d'entreprise Procore pour effectuer des travaux prévus au contrat.
. See Invoicing.Dans Procore, un collaborateur en aval est un individu, une entreprise ou une entité qui conclut un accord juridique avec votre entreprise pour effectuer des travaux dans le cadre d'un projet de construction. Le terme « Collaborateur en aval » est utilisé pour représenter l'individu, l'entreprise ou l'entité qu'un titulaire de compte d'entreprise Procore paie pour effectuer des travaux prévus au contrat.
How to create and record payments. Once your
andDans Procore, les factures ascendantes incluent les factures au maître d'ouvrage qui sont émises d'après les contrats principaux, les factures de financement qui sont émises d'après les financements et les factures entreprise générale/client qui sont émises d'après les contrats clients.
are approved and completed, you can create payments in Procore to keep a record of payments. For upstream payments, see Create a Record for a Payment Received. For downstream payments, see Add a New Payment to the Payments Issued Tab of a Commitment.Dans Procore, les factures descendantes incluent les factures de sous-traitants qui sont émises d'après les contrats d'engagement de sous-traitance et les factures d'entrepreneurs qui sont émises d'après les contrats d'engagement.
Many companies design their budget code structure to align with the CSI MasterFormat. Other companies decide to implement a budget code structure that is unique to their industry, organization, or project environment. Regardless of the structure, you can submit a request to have a Procore representative import segment items for you or you can expedite the import process and perform your own imports using the Procore Imports App.
To learn more about WBS, see the Work Breakdown Structure landing page. We recommend reading About Work Breakdown Structure and reviewing the steps in Create Your Company's Default Work Breakdown Structure and Create Your Project's Work Breakdown Structure with your team.