Clearview InFocus is a project-based ERP solution designed for large and midsize architecture and engineering firms. Users can manage a firm's project lifecycle from opportunity to project completion with tools for real-time accounting, billing and time and expense. InFocus features customizable report-building and invoicing capabilities, multiple levels for work breakdown structure (WBS), interactive Gantt control, tools for automating workflows, marketing and sales customer relationship management (CRM) tools, business intelligence with real-time cross-database analytic dashboards and more.
Clearview InFocus is a project-based ERP solution designed for large and midsize architecture and engineering firms. Users can manage a firm's project lifecycle from opportunity to project completion with tools for real-time accounting, billing and time and expense. InFocus features customizable report-building and invoicing capabilities, multiple levels for work breakdown structure (WBS), interactive Gantt control, tools for automating workflows, marketing and sales customer relationship management (CRM) tools, business intelligence with real-time cross-database analytic dashboards and more.
Specifications
Business Size
Startup
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
Unlimited dashboards
Interactive widgets
Project management
Accounts receivable
Mobile apps
Budget management
Automated workflows
Report builder
Customizable templates
Shared events calendar
Gantt charts
Invoice templates
Multi-currency support
Accounting
Project planning and scheduling
Resource allocation
Timesheets
Prospect and client tracking
Billing adjustments
Time and expense tracking
Benefits
Full accounting system with automated reverse entry
Full accounting system with automated reverse entry, financial statement and general ledger report printing, and accounts payable and receivable.
Invoice templates for most industry standard formats
Invoice templates for most industry standard formats, with the option to separate expense, labor, and consultant charges, and summaries of multiple projects on cover sheets.
Report designer includes numerous defined project variables
Report designer includes numerous defined project variables, with the ability to drill down to transaction line items, data filtering, and multiple definable period ranges.
Compare allocated resources against availability with real time information
Compare allocated resources against availability with real time information on resource utilization filtered by employee or role, and view by day, week, or month.
Automated workflows
Automated workflows can be triggered by client, vendor, or project creation or updates, and can be used for data export or import, simplification of multi-step processes, and prompts or actions based on specified business rules.
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