DESCRIPTION:
Master managing upstream funding and portfolio financials with Procore. Sign up for our session to learn how Procore's Funding Tool can streamline your processes, reduce errors, and improve clarity for all stakeholders. We'll show you how centralizing financial data can enhance project efficiency and facilitate better budgeting, forecasting, and decision-making at a portfolio level. This session is designed to address your challenges in managing multiple projects, keeping track of changes, and ensuring efficient communication.

LEARNING OUTCOMES:
- Efficiently manage Funding Sources and change orders with Procore's streamlined tracking and documentation
organization.
- Understand the impact of proper tool setup on enhancing project efficiency and reducing errors.
- Learn how centralized financial data in Procore enables comprehensive tracking and analysis of project costs across multiple projects.
- Gain insights into using Procore for better budgeting, forecasting, and decision-making at a portfolio level.

SKILL LEVEL:
Intermediate

RELEVANT "JOBS TO BE DONE":
Internal/External Draw Reviews, Executive Portfolio Reporting, Owner requirements and similar.

COMPANY TYPE:
Owner, Self Perform Owner