Use project settings to change the project details and the financial preferences for a project. Set the currency, measurements and tax before you add products.
Open project settings
Open the project.
Click the project name at the top of the sidebar, then select Project settings.
Change the project details that are necessary.
Select Save Changes.
If a settings window has a different save button, select that button also.
You can change these project details: name, project type, address, timeframe, description, cover image and website URL.
Note: You can also open Settings from the three-dot menu on the project card in the Projects dashboard.
Set the project currency
Open Currency & Measurements.
Select the currency for the project.
Save the settings.
Note: The currency applies to this project only. Other projects use their own currency or the studio default. If you do not select a project currency, Programa uses your studio preferences. The studio preferences use the country or region in your settings.
Caution: A currency change changes only how prices show. Programa does not convert the prices that are in the project. Programa does not apply an exchange rate. If a supplier price is in a different currency, calculate the price in the project currency. Then enter that price. Before you share or invoice, make sure that all prices are correct.
Set the project measurements
Open Currency & Measurements.
Select Metric or Imperial.
Save the settings.
Note: If you do not select a measurement system, Programa uses your studio preferences.
Caution: A measurement change changes only how dimensions show. Programa does not convert the dimensions that are in the project. Compare the product dimensions with the supplier specifications. If necessary, change the values.
Set the project tax
Before you start, set up the tax rates for your studio. Also set a default tax rate. For the procedure, see How to set up and manage tax rates.
Click the project name at the top of the sidebar, then select Project settings.
Select the Details tab.
Go to Tax Preferences.
If tax applies to the project, turn on Tax.
Select the applicable tax rate or rates.
Select inclusive or exclusive pricing.
Select Save.
For more information about product tax, tax overrides and invoice tax, see How to apply tax across your Projects, Schedules and Invoices.
Set estimated shipping
Estimated shipping is a project setting. The setting applies to all schedules in the project. You enter the shipping amount on each product line.
In Project settings, open Estimated shipping.
Turn on Show estimated shipping cost.
Select a display option. Use the live example in the window to compare the options.
Add shipping to client total: the client total includes the shipping estimate.
Add shipping separately: the shipping estimate shows separately from the client total.
Select Save for project.
In the Shipping field of each product, enter the shipping estimate.
Note: You can also open this setting from the three-dot menu on a schedule. Select Estimated shipping.
Estimated shipping uses these rules:
Programa does not calculate shipping. You must enter the amount for each product line.
The shipping amount applies to the full product line. Programa does not multiply it by the quantity. For example, three chairs with a shipping estimate of 30 add 30 in shipping, not 90.
Programa adds shipping after tax. Programa does not apply markup or tax to shipping. If a delivery charge needs markup or tax, add it as a fee.
If you turn off estimated shipping, Programa keeps the shipping amounts that you entered.
Add team members to a project
Before you start, make sure that the person is an active member of your studio account. Only team members that you add to a project can see its project information.
Open the project.
Select Overview.
In the Team section, select the + icon.
In the sidebar, find the team member.
Next to the name, select Add.
Note: When you create a Blank project, you can add team members on the setup page. When you create a project from a Past project, Programa copies the team members from that project.
Examine or remove team access
Click the project name at the top of the sidebar, then select Project settings.
Go to the Members section.
Examine the list of people who have access.
If necessary, change or remove a membership.
If a team member cannot get access
The person cannot see the project: Look in the Team section of the project. If the person is not in the list, add them.
You cannot find the person to add: Make sure that the person is an active member of your studio account.
Need more help with managing project settings and team members? Contact our support team via live chat for personalized assistance.