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Getting started with Schedules
Getting started with Schedules
Gail Esterhuyse avatar
Written by Gail Esterhuyse
Updated over 2 weeks ago

Welcome to the Programa Schedule, your ultimate solution for efficient and precise scheduling tasks. Designed with user-friendliness, speed, and accuracy in mind, this scheduling tool transcends traditional methods such as spreadsheets

Please note: Our platform's design has recently been updated, so you may notice differences in screenshots and videos in this guide compared to the current layout. The steps and functionality outlined in this guide remains the same.


Create and rename Schedules

Create a Schedule

  1. Navigate to your Project Files List.

  2. Click the βž• button.

  3. Select 'Schedule' to create a new Untitled Schedule.

Rename your Schedule

  1. Open your Schedule, and click the 3 dot menu in the top right-hand corner

  2. Select 'Rename Schedule.'

  3. Type your Schedule's new name into the field provided.

  4. Click 'Save'.


Create sections and add products

Renaming a section

  1. When you create a new Schedule, there will be an Untitled section at the top of the page, click on the section header and type in your section name into the field provided

  2. Press "Enter."

  3. To add a new section to the Schedule, click "+ New Section."

Add products

Use the Programa Web Clipper

To add a product using the Web Clipper we suggest reading the installation and tutorial guide here

Add a custom product

  1. Click '+ New' at the end of a section.

  2. Select 'Custom Product'

  3. To add an image, simply click on one of the grey boxes and upload your image file, and proceed to add your product information into the relevant fields


Share or export your Schedule

Export to PDF

  1. In your Schedule toolbar, click the 3 dot menu.

  2. Select 'Export as PDF'

  3. Customize columns and add notes.

  4. Click 'Export'

You can read our in depth exporting guide here.

Share Online Link

  1. Open to the Schedule you want to share OR click on the 3 dot menu against your Schedule on your Project Files list

  2. Click the 'Share' button.

  3. Turn on 'Publish to Web'

  4. Choose what information to display or hide.

  5. Preview your online Schedule and copy the link to share.

Share via Client Dashboard

  • Open to the Schedule you want to share OR click on the 3 dot menu against your Schedule on your Project Files list

  • Turn on "Publish to Client Dashboard."

  • Add your client's email and customize visibility settings.

  • Repeat for each Schedule.

  • To learn more about how the Client Dashboard works here.

  • View a live Client Dashboard here.

Benefits of using the Schedule:

  • Always current: Your Schedule updates in real-time, ensuring you're always working with the latest version.

  • Secure cloud hosting: Hosted on our AWS servers, your work is auto-saved to prevent data loss.

  • Collaboration: Multiple users can collaborate on the same Schedule simultaneously.

  • Easy data input: Add products effortlessly from the Web Clipper, product library and trade portal

  • Automated calculations: Automatically calculate trade discounts, markups, client savings, and profit.

  • Progress tracking: Efficiently track product progress with comprehensive status lists.

  • Request quotes: Request quotes for all products in just two clicks.

  • Share and export: Share Schedules online or export them to Excel or PDF.
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    To learn more about how to use and create Schedules, dive into our in depth Schedules guides here.

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