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Vela Gallardo
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[You company’s name]

[Produlis] Analytics

Regular
Connected
Connection Status
XML API
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Form Uploaded
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Documents
Invite Deployment Lead
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Settings
Company Profile
Company Analytics
Company Overview
System Structure Summary
Modules & Systems
Users & Timeline
Vanhard Construction
Start
Completed
In Progress
Under Review
General Contractor
Number of Employees
245
Annual Revenue
$52,000,000
Multi-Entity
Yes
Legacy ERP System
QuickBooks Enterprise
Main Contact
John Smith
Vanhard Construction
General Contractor
System Structure Summary
Entities
3
Locations
5
Departments
12
Modules & Systems
Current Integrations
Procore
Payroll States
California
Union
Yes
Certified Payroll
Yes
Credit Cards Used
American Express Corporate Cards
Equipment Charging
Yes
Project Forecasting Interest
Yes
Modules & Systems
Currently Using
Going to Use Sage Intacct
N/A
Currently Using
Going to Use Sage Intacct
N/A
Currently Using
Going to Use Sage Intacct
N/A
Currently Using
Going to Use Sage Intacct
N/A
Currently Using
Going to Use Sage Intacct
N/A
Currently Using
Going to Use Sage Intacct
N/A
All
State
Activated Modules
General Ledger (GL)

No Activated Modules

There are no activated modules

Users & Timeline Snapshot
Desired Go-Live Date
June 1, 2026
Company Blueprint System Users
0
Users & Timeline Snapshot
Desired Go-Live Date
Intacct Active Users — License Breakdown
(Note: Users may hold multiple roles)
Intacct Active Users — License Breakdown
Total Active Users
13
Intacct Active Users — License Breakdown
(Note: Users may hold multiple roles)
SFO Basic Users
0
SFO Standard Users
0
SFO Enterprise Users
0
SFO Superintendent Users
0
SFO Time Entry Users
0
Waiting for Client to Start
The Data Collection Form hasn’t been started yet. This section will update automatically once the client begins submitting their information.
Current milestone
Payroll
60%
Team progress
12
Learners
4
Courses available
Pending Approval of Milestone
Learning path
20%
Team progress
56
Learners
15
Courses available
April 15, 2026
Planned Go-Live
Milestone 2
Review and approve all Milestone 2 courses and learners
Review Milestones 2
Learner status
Accelerated
0
Regular
0
Slow
0
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Employee
Account type
progress
BrightWave
Learner
60%
7
/
15
courses
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BrightWave
Invitation Sent
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Employee
Learner role
Account type
progress
BrightWave
Regular
Deployment Lead
Billing
60%
7
/
15
courses
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Login as user
BrightWave
Deployment Lead
Invitation Sent
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No users have been invited yet
Company Blueprint System Users
ID
First name
Last name
Email
User type
Unrestricted Business User / Admin?
CTR001
Alice
Morgan
amorgan@contractor.com
Business Users
Yes
Platform Users
3 user(s) in this category.
ID
First name
Last name
Email
CTR001
Alice
Morgan
amorgan@contractor.com

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Produlis
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Mandatory Courses
Review and approve each course and its learners
Projects Setup Workflow
1
Pass Course
Passed
Pending approval and Finished the course
(2)
Jamie Test 01
Fail
Pass
Passed
in progress
(2)
Jamie Test 03
0%
completed
Projects Setup Workflow
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The Learner has been passed for this course
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The learner’s progress has been reset and moved to pending.
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Send a message to the Deployment Lead
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Observation Sent
Your observation has been sent to the deployment team
Pass Course
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Course Passed
The course has been passed for this company
Companies
[You company’s name]
Manage Milestone 2 Courses

Manage Milestone 2 Courses

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Mandatory Courses (Milestone 2)
5 courses
Projects Setup Workflow
Optional
Projects Setup Workflow
Available Courses (Optional Learning)
5 courses
Advanced Finance
2 courses
Advanced Project Budget Management
Optional
No courses in this category
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Select Category
Choose a category for "General Ledger, Cash Management, and Accounts Receivable Workflow"
Advanced Finance
2 courses
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Documents
Milestone Name
Action Required
Completed
Main Contract (Mandatory)
Not yet uploaded
Document Name
Signed by Fer Learner
Jan 09, 2026
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Company settings
Mark as Test Company?
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Michael Johnson
Accelerated
Flagged as Accelerated for repeatedly completing lessons below the required threshold.
10 Jan 2025
10 Jan 2025
ComPANY
Produlis
Learner role
Admin/IT Learner
Course
Bangert learning
Milestone
Data Import
Michael Johnson
Slow
Deployment Lead
Last login was 1 week ago.
10 Jan 2025
10 Jan 2025
ComPANY
Produlis
Learner role
Admin/IT Learner
Milestone
Data Import
Connect to Sage Intacct
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