Premium
Notifications
You're just one lesson away from completing The Bangert Way.
3 hours ago
We'll notify you when something new comes up.
Z
{{companyName}}
Vela Gallardo
Settings
Log out
Companies
[You company’s name]
[Produlis] Analytics
Regular
Connected
Connection Status
XML API
Connected
Manage
Disconnected
Form Uploaded
Review Updates
Documents
Invite Deployment Lead
Invite member
Login as deployment lead
Manage Milestone 2 Courses
Connect Sage Intacct
Disconnect Sage Intacct
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
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.
System Structure Summary
Entities
3
Locations
5
Departments
12
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.
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
Activated Modules
General Ledger (GL)
No Activated Modules
There are no activated modules
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.
Timeline Snapshot
Last updated: June 17, 2026 at 1:19 PM by Test Admin
Desired Go-Live Date
June 1, 2026
Company Blueprint System Users
0
Intacct Active Users — License Breakdown
Total Active Users
13
Sage Intacct Connection Pending
The Intacct active user license breakdown will become available once the company connects to Sage Intacct
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
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Employee
Account type
progress
BrightWave
Learner
60%
7
/
15
courses
Login as user
BrightWave
Invitation Sent
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Employee
Learner role
Account type
progress
BrightWave
Regular
Deployment Lead
Billing
60%
7
/
15
courses
Login as user
BrightWave
Deployment Lead
Invitation Sent
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
Review {{Milestone Name}}
Produlis
Send Observation
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
.svg){kind=icon}
Pass Learner
Are you sure you want to approve this learner for this course?
Cancel
Pass
Learner Passed
The Learner has been passed for this course
Fail Learner
Mark this learner as failed and send an observation message
Learner Failed
The learner’s progress has been reset and moved to pending.
Send Observation
Send a message to the Deployment Lead
Observation Sent
Your observation has been sent to the deployment team
.svg){kind=icon}
Pass Course
Are you sure you want to approve this course for the company?
Cancel
Pass Course
Course Passed
The course has been passed for this company
Manage Milestone 2 Courses
Customize the mandatory courses for this company's learning path
Save Changes
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
Save Changes
Are you sure you want to save these changes to Milestone 2 courses? This will update the learning path for this company.
Cancel
Save
Changes Saved Successfully
Milestone 2 courses have been updated successfully. The new configuration will be applied to the company's learning path.
Continue
Invite your team
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Select Category
Choose a category for "General Ledger, Cash Management, and Accounts Receivable Workflow"
Advanced Finance
2 courses
Invite the Deployment Lead
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Switch to a larger screen for the best experience.
This feature is optimized for larger screens to provide you with the full range of features and a better user experience.
