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How to structure your project schedules

How to rename your schedule

How to create a new schedule

How to create a section

How to move a section

How to delete a section

How to structure your project schedules

We have researched thousands of project schedules, and have found the following structure is the easiest to manage and reduces the chance of data manual entry error. Please note this list is relevant to interior designers, architects will require additional schedules.

We recommend creating these 4 separate schedules:

  • Materials & Finishes

  • Fittings & Fixtures

  • Lighting

  • FF&E (furniture, fixtures & equipment)

Each schedule will be further broken down into sections based on broad product categories. For example, in your Materials & Finishes schedule, you could have sections for Floor Finishes, Wall Finishes, Joinery Finishes etc. Or in your Lighting schedule, you could have sections for Wall Lights, Downlights, Track & Strip Lighting Pendant Lights, GPOs & Light Switches etc.

You will only add a product once, even if it is used in multiple spaces. This way, if you need to make changes to a product, you are only updating one entry (as opposed to multiple if you were structuring your schedule by area). The doc code attached to the product will note the location or instances of this product in your plans. Additionally, you can list the locations in the schedule product details field.

This is just a guideline. If you have a way that works for you, then the flexibility of our Programa schedules will be able to accommodate your preferred structure.

How to rename a schedule

Each new project comes with a default schedule already created called Untitled Schedule. When starting your project schedule, you can choose to continue with this name or rename it to whatever you choose.

  1. In the top toolbar, click the 3 dots to open schedule options

  2. Select rename schedule

  3. Type your new name into the field provided

  4. Click save

How to create a new schedule

  1. In the top toolbar, click the dropdown arrow next to your current schedule name

  2. Click + Create New at the bottom of the options list

  3. Select schedule

  4. Click create

How to create a section

Now your schedule has been created or renamed, it's time to create a section. Sections are a handy way to organise the products in your schedule. You can create multiple sections (e.g. by product category or location) or a single section housing all of your scheduled products.

  1. Click + New Section

  2. Type in a section name into the field provided

  3. Press enter

How to move a section

  1. Hover your mouse over the section name

  2. Click and hold the dots to the left of the section name

  3. Drag and drop your section into your desired location

How to delete a section

  1. Click the 3 dots to the right of your section name

  2. Select delete section

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