At a glance
- Clients, opportunities and proposals
- Contracts, amendments and additional services
- Projects structured by phase and deliverable
- Planned effort and cost for each phase
- Staffing by skill, license and availability
- Timesheets and expenses by phase
- Subconsultants, purchase orders and supplier invoices
- Invoicing by fixed fee, milestone or hourly
- Project accounting across legal entities
- A full history of every change
- Concept · Proposal and feeBeta Q2 2027
- Design · Phases and teamComing soon
- Delivery · Time, costs and invoicesPlanned
Fee burn, phase by phase
A design or engineering fee is usually agreed per phase. The risk is that one phase quietly eats the budget of the next, and nobody notices until the project is already over. When contracts, timesheets and accounting live in different tools, that is hard to see in time.
Perspectiv structures each project by phase and keeps the planned effort and cost next to the actual hours as they are approved, so project managers can see fee burn while it can still be managed.
How Perspectiv fits an AEC firm
Winning work
Track opportunities and proposals in the CRM, then turn a win into a contract and a project without re-typing the client, the fees or the scope.
Contracts and change
Keep the agreement, its amendments and additional services together, with change requests and baselines on the project so you can show what changed and why.
People and certifications
Record skills, professional certifications and their renewal dates on each person, and staff projects by who is qualified and available.
Subconsultants
Manage subconsultants as suppliers, with purchase orders, supplier invoices, and insurance and compliance dates tracked.
Where it lives in Perspectiv
Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.
- CRMBeta Q2 2027
Accounts, contacts, leads and opportunities, with every activity on the client’s timeline and opportunity forecasting.
- Contracts (framework)Coming soon
One contracts framework for client, supplier, employee and event agreements, with renewals and e-signature.
- Project managementComing soon
Projects, programs and portfolios, with budgets, change orders, WIP, profitability and forecasts.
- Resource managementComing soon
Availability, scheduling, staffing, capacity, utilization and pipeline-driven demand.
- Time & expenseComing soon
Timesheets, timers and expenses against the work, approved and ready to invoice.
- PurchasingPlanned
Requisitions, purchase orders, receiving, vendor invoices and a vendor portal.
- SalesPlanned
Quotes, services estimates, sales orders, client agreements, invoices to clients and payment tracking.
- General ledger & accountingPlanned
Chart of accounts, journals, multi-entity accounting, intercompany, revenue recognition and period close.
- WorkforceComing soon
Employee, contractor and subcontractor records, jobs, positions, an org chart and issued equipment.
Questions
Can we structure projects by phase?
Yes. Projects have phases, tasks, milestones and deliverables, with planned effort and cost for each piece of work and baselines to compare plan against actual.
Can we track professional certifications and their expiry?
Yes. People records hold certifications with dates, and the planned learning management module tracks renewals and assigned training.
Can we manage subconsultants?
Yes. The planned procurement module covers subcontractors, purchase orders, supplier invoices, and insurance and compliance date tracking.
When can we start?
The private beta opens in Q2 2027 with Knowledge hub (intranet and published documentation) and CRM, with the framework underneath. Projects and Finance join as they are ready.