(MBI LIVE) Procore for Project Managers - Session 2: Financial Workflows Made Easy

When:

  • May 14, 2025 09:00 AM – 11:00 AM

Where:

  • Online Learning - Zoom
Fee Type of Fee
NO CHARGE MBI Members
$160.00 Per Person - Non Members

Presenter: David Mills, ZenTek Consultants – Hackensack, NJ

For many Project Managers, the daily operation processes in Procore are simple. However, emailing approvals and requesting information can be an extremely repetitive & time-consuming task. Using Procore Workflows, you can automate financial approvals and rejections, send reminders, and move to the next step for approval automatically. Defining workflows for the proper financial workflows can save you a ton of time, headaches, and cash!

Learning Objectives:

  • Create Workflows for Invoices
  • Create Workflows for Prime Contractors and Subcontracts
  • Create Workflows for Change Orders
  • Create Workflows for Budget Changes

Master Builder Designation: Project Management - 2 credits