In Programa you have the ability to duplicate an entire project and its contents. Duplicating a project will create a copy of your existing project, complete with all Boards and Tasks, Schedules and Pinboards. To save time, we recommend this using this feature to create your own Template Project.

What is a Template Project?

Many projects have similar sets of deliverables. You may have the same (or similar) tasks, schedule types and design presentations that you complete for each of your studio projects.

To save time setting up each of these deliverables from scratch when you start a new project, we suggest you create a Template Project. A Template Project contains the standard board tasks, schedules and pinboards that you would routinely create for a new project. Once the template is duplicated, you can then customise each of these deliverables to suit the specific requirements of your new project.

How to setup a Template Project

  1. Create a new project in your dashboard called '[Studio Name] Template Project'

  2. The newly created project will contain the default untitled Board, Schedule and Pinboard.

  3. Open the Untitled Board and rename it to suit your requirements.

  4. Add in your usual project tasks under the To Do column.

  5. Open the Untitled Schedule and rename it to suit your requirements.

  6. Create your typical section headings.

  7. Add in any placeholder or frequently specified products within each section.

  8. Open the Untitled Pinboard and rename it to suit your requirements.

  9. Depending on how you layout your Pinboards, you can add your logo as an image to the top section of your Pinboard

  10. Create any typical section headings

You can add as many Boards, Schedules or Pinboards to your Template Project as you require.

How to Duplicate your Template Project

To copy your template data to a new project, simply navigate to the Template Project card in your dashboard, click the 3 dots in the top right corner of the card and select 'Duplicate Project'. A new project called 'Template Project Copy' will be added to your dashboard. Please note, depending on the size of your project, it may take a few minutes for the duplication process to complete.

To rename the newly copied project, click the cog icon in the top right of the card to open project settings. You can then edit all information fields in this window.

Example Template Project

Dashboard:

Template Board:

Note: you can create several template boards with tasks for your different design phases, for example Concept Design, Schematic Design, Design Development, Construction Docs etc.

Template Pinboard:

Template Schedule:

Note: you can create several templates for different types of schedules in the same project, for example Materials & Finishes, Fittings & Fixtures, Lighting, FF&E etc.

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