Learn InFocus on-demand, live online, in-person, or with a consultant.

Online Webinars

Upcoming Webinars

Webinar
Intro to InFocus

Thursdays at 2:00 PM ET

Our live InFocus demonstration webinar is available most Thursday afternoons.

InFocus Adoption Webinar
Decoding the M from the P in Project Management
July 18th at 2:00 PM - 3:00 PM ET

Being a project MANAGER is about much more than technical expertise and client interface. Join us as we explore how firms are specializing the skills of a PM, develop career paths that allow options and how to address challenges around tasks like time sheet and invoice review.
InFocus Adoption Webinar
Go With the Flow
August 15th at 2:00 PM - 3:00 PM ET

Welcome to our new approach to collecting and managing data for technical users. Join us as we introduce our interview based, game changing tool. Utilizing simple language, clean screens and business logic driven decision steps.
InFocus Adoption Webinar
Time to Talk Training
September 19th at 2:00 PM - 3:00 PM ET

Following up on our learning style discussion in April, this session will dive deeper into developing training plans and training materials, structuring long term training goals and selecting the best trainers

Recorded Webinars

InFocus Innovation Webinar
Slack Integration with InFocus
Slack is a very popular communication tool. See how it can be used with InFocus to keep your staff informed and engaged.
InFocus Adoption Webinar
Putting the Pieces Together
You’ve done everything right. You bought the best software available and they still aren’t using it. Join Pamela Ingram (Clearview’s Change and Adoption Wrangler) for an honest conversation of the four components of building buy-in and gaining user adoption and how it is never too late to make a second first impression.
InFocus Innovation Webinar
Create Project Folders Automatically
Is your firm manually creating project or customer data folders at the kick off of a new project? InFocus can do that for you! Gerald Cox will show you how to use InFocus Actions to create file folders within your company's standard folder structure.
InFocus Applied Webinar
Forecasting Revenue for Fixed Fee Projects
Join us as we talk through how to use our new Revenue Forecasting analytic dashboard to gain insights on your Fixed Fee Projects.
InFocus Adoption Webinar
Nervous is normal - Anticipating and Preparing for the Emotions of Change
Join us as we decode the normal emotions related to an upcoming change. We will also discuss tips and tricks that can help build your user buy-in and comfort those who are unsure.
InFocus Innovation Webinar
Creating DocuSign Documents with InFocus
Electronic signatures can expedite closing deals and getting work done. Learn how InFocus and DocuSign can interact to streamline your process.
InFocus Applied Webinar
Understanding your Bill Rates
Join us for a deep dive into how bill rates work in InFocus. We'll talk through the rate hierarchy, approaches to setup and cover key tips and tricks for working with bill rates.
InFocus Adoption Webinar
No Chill Mode: You Still Have Work to Do
Join us to understand our Next Level Review process, the expected benefits for you and what growth potential is possible for your firm.
InFocus Applied Webinar
Understanding Permissions in InFocus
User security is a key part of system setup. Join us as we walk through the ways InFocus uses permissions to ensure your staff has the right blend of access and restrictions to ensure a safe, streamlined environment.
InFocus Adoption Webinar
We’ve Shown Them that a Thousand Times: It’s How You Say It Not What You Say
Join us as we explore how to identify the best training method for each of your teammates, how to deliver the same information to each learning style and how to identify when you need to shift methods.
InFocus Adoption Webinar
Got Nerve: Using an Organizational Nervous System (ONS) to Make Smarter A/E/C Decisions
Join us for a joint webinar with PSMJ. Does your company have a healthy Organizational Nervous System (ONS)? We will explore the benefits of an ONS, the qualities of a healthy system and how to begin to build one. (Note: Day of week is Wednesday not the typical Thursday)

User Training

Webinar
Accounting Basics
This course will walk you through primary accounting setup and processes in InFocus. Learn how to work with the Chart of Accounts and perform common accounting procedures used to ensure your system...
Webinar
Analytic Dashboards - Getting Started
Want to get started with Analytic Dashboards? In this introductory course, we'll walk you through the building blocks of Analytic Dashboards and cover what you need to begin creating your own.
Webinar
Analytic Dashboard Designer
This webinar features a detailed walk-through of the Analytic Dashboard Designer. Learn to use Charts, Pivots, Maps and other key designer tools to visualize data and...
Webinar
Benefit Accrual
Want to track Employee Benefits with InFocus? This interactive course will take you through the system setup and how to create and run your Accrual Projects. You will learn how InFocus tracks...
Webinar
Billing your Clients (A/R)
Billing is a key process with InFocus. This course will walk through the components of billing and teach you the built-in tools that automate it. You'll also learn how to manage Clients, Receipts...
Webinar
Employee Reimbursables (E/R)
This course will give you the tools you need for managing employee reimbursable payments. We'll also review best practices for automating billable markups for expense sheets.
Webinar
End of Year
End of Year is one the most important and strategic accounting processes. In this webinar, we'll cover what's involved with closing out the year in InFocus and some best practices you can deploy when processing your End of Year.
Webinar
HR Fundamentals
HR Fundamentals will take you through the key elements of managing your employees with InFocus. We'll talk through employee setup & management, user setup and supporting applets like Job Titles and...
Webinar
InFocus User Training
InFocus User training covers the core applets & processes that affect all InFocus users: Dashboard, Time entry and Expense entry. In addition to learning to customize their dashboard, staff will...
Webinar
Key Concepts and Administration
This course takes you through the foundational concepts and setup involved with rolling out InFocus for your team. You'll learn how InFocus was built to fully integrate your Accounting and Project...
Webinar
Paying your Vendors (A/P)
Paying Your Vendors will give you the tools you need for managing vendors and payments. We'll also show you how to track A/P using built-in InFocus reports. After attending this course, you'll have...
Webinar
Project Administration
Project Administration walks you through project setup focusing on the many ways projects integrate with other areas of InFocus. Projects play an important role in time & expense entry, billing and...
Webinar
Project Management Basics
In this course you'll learn the basics of Project Management with InFocus and the foundational tools InFocus uses to create, plan and monitor your projects.
Webinar
Project Prerequisites
Project Prerequisites walks through the key supporting applets to project setup. Understanding areas like Job Titles, Rate Schedules and Expense Groups will give you a solid foundation for...
Webinar
Reporting Basics
Reporting plays a central role in running InFocus. In this course, you'll learn about key reports and how to manage them. You'll also get the tools you need to write your first custom report with...
Webinar
Working with Dashboards
Want to create meaningful Dashboards? This administrative course will take you through how to create, organize and distribute dashboards to your staff. We'll also walk through what your employees...
Webinar
Adding value with InFocus Marketplace
Did you know there are hundreds of ways to extend InFocus just waiting for you in the InFocus Marketplace? In this webinar we'll spotlight the Marketplace and some of the ways you can immediately add value to your reports and processes.
Webinar
Decoding the M from the P in Project Management
Being a project MANAGER is about much more than technical expertise and client interface. Join us as we explore how firms are specializing the skills of a PM, develop career paths that allow options and how to address challenges around tasks like time sheet and invoice review.
Webinar
Go With the Flow
Welcome to our new approach to collecting and managing data for technical users. Join us as we introduce our interview based, game changing tool. Utilizing simple language, clean screens and business logic driven decision steps.
Webinar
Time to Talk Training
Following up on our learning style discussion in April, this session will dive deeper into developing training plans and training materials, structuring long term training goals and selecting the best trainers

View Training Webinar Schedule > Client Login Required



Self-Guided Courses

InFocus users have access to dozens of free video tutorials in our client portal. Here are a few sample lessons:

In-Person Workshops

These 1–2 day intensives, often held at Clearview HQ in central Virginia (pictured), are small enough for firm-specific questions to be addressed in detail.

Workshop
Accounting Controls and Best Practices
In this workshop, attendees learn how to integrate accounting controls with InFocus. Attendees work through best practices in real-life scenarios using pre-configured InFocus data. By reviewing common accounting cycles, attendees will walk away with an enhanced approach to Project Setup, Expense entry and Billing. After attending this workshop attendees will have a basic understanding of InFocus Financial Statement designer and return with predesigned Financial Statement templates.
Workshop
Advanced Accounting
InFocus leverages key features to support Advanced Accounting concepts and operations. In this collaborative workshop, we’ll survey many of the issues facing Accounting Staff and Leadership teams in A & E and how they can be solved with InFocus.
Workshop
Accounting Analytics
Business analysis can help identify trends, variances and answer the questions that truly make an impact. InFocus Analytic Dashboards give you the tools to create rich data visualizations and gain key insights into your data. In this hands-on workshop attendees will walk through the tools they need to get up and running with Analytic Dashboards and learn to apply basic principles of analysis and design to their InFocus data.

With a focus on Accounting, we’ll cover the building blocks of Analytic Dashboards, the built-in designer, and create several Analytic Dashboard views together.
Workshop
Project Management with InFocus
In this workshop, attendees will learn the tools they need to take the next step (or the first) with managing projects with InFocus. We'll cover the best practices of project setup, approaches to project management and the tools involved in managing your projects from bid to closeout.

Throughout the workshop, attendees will walk through collaborative scenarios with lots of time for discussion as we navigate Project Management with InFocus together.
Workshop
Project Analytics
Business analysis can help identify trends, variances and answer the questions that truly make an impact. InFocus Analytic Dashboards give you the tools to create rich data visualizations and gain key insights into your data. In this hands-on workshop attendees will walk through the tools they need to get up and running with Analytic Dashboards and learn to apply basic principles of analysis and design to their InFocus data.

With a focus on Project data, we’ll cover the building blocks of Analytic Dashboards, the built-in designer, and create several Analytic Dashboard views together.
Workshop
Reporting with InFocus
In this hands-on workshop, attendees will walk through the tools they need to get up and running with basic custom reporting in InFocus. We'll cover topics like report discovery, report management, and survey the tools and processes needed to customize system reports or write your own.

Attendees will participate in scenario-driven exercises and work with Clearview Report Designers to learn the fundamentals of reporting in InFocus.
Workshop
Analytics for Admins
Business analysis can help identify trends, variances and answer the questions that truly make an impact. InFocus Analytic Dashboards give you the tools to create rich data visualizations and gain key insights into your data. In this hands-on workshop attendees will walk through the tools they need to get up and running with Analytic Dashboards and learn to apply basic principles of analysis and design to their InFocus data.

We’ll cover the building blocks of Analytic Dashboards, the built-in designer, and create several Analytic Dashboards together.

View Workshop Schedule > Client Login Required

Consulting

Clearview has on-staff and third-party consultants with deep InFocus knowledge and decades of AEC experience. Our team of consultants provide solutions for your firm and work with you implement your business practices in InFocus.

  • Senior Level Training Work with a consultant to learn InFocus features or for general Q&A
  • Consultant Led Implementations Our consultants will guide you through implementing InFocus
  • Business Transition Consulting support for changes like acquisitions, multi-currency implementation, etc.
  • Special Projects Our consultants will walk you through projects like multi-company implementation, profit center deployment, etc.

Get Consulting >Client Login Required