Programa's scheduling, pricing, and product sourcing tools work together to streamline your project workflow. This guide answers common questions about creating schedules, managing pricing, and using the web clipper to source products efficiently.
Schedule Management
Can I selectively export parts of my Schedule?
Certainly! You have the flexibility to export specific sections or products from your schedule to a PDF. Learn how to do this with our comprehensive guide here.
How do I change Schedule names?
To rename a schedule, simply double‑click its title and enter the new name.
Can I use multiple currencies across individual Schedules?
Yes, you can customize currencies and measurement systems per project. Here's a guide on how to do so.
How can I capture costs like freight, design fees, and external contractors?
Consider creating a new section or product line in your Schedule, or even a separate Schedule labeled "Trades" or "Service Fees."
Then, add in all your trades and their associated prices by entering them as "Custom Products" into the Schedule.
Can I customise fields in Schedules?
Yes, you can! In the summary view, the Schedule fields are default, but you can add custom fields in the detailed view.
Just click the 'Details' button at the end of the product row to access the Custom Specs section, where you can add as many custom fields as needed. You can also include custom information in the notes section.
Can I customise the layout in Schedules?
When you share your schedule via the client dashboard or as a web link, you can select the option to display it in gallery view for better clarity. You can also set the gallery view as the default for your clients under Project Settings.
As for the exported file layout, the list view format is currently set as the default. That said, we're exploring options to make this more flexible in the future.
How can I input multiple components for a single product?
For products with multiple components, you can now manage them more easily using the Hidden status option.
Create a new Section and add a custom item for your main (built) product.
Add each component as a separate custom item.
For every component, go to the Product Status in the top right of the product line and select Hidden.
When marked as Hidden, these component products will:
Be excluded from all shared and exported views of your Schedule.
Be removed from all financial totals.
This way, you can simplify complex, component-based products with a single click, reducing confusion and keeping your Schedule streamlined for clients.
Is there a place to input room/location information in Schedules?
Absolutely! You can use the 'Product Details' field to include location information. Plus, you can filter the Schedule based on this field.
How can I print my Schedule (A3 or A4)?
By default, our PDFs are optimized for A3, which is ideal for client presentations. You can also share your Schedule via the Client Dashboard or shared links, these always display the latest version. For tablet or screen presentations, Presentation Mode provides a clean, card-based view.
If you’d like to print to A4, keep in mind that a Schedule contains a large amount of data. For this reason, we recommend sharing a live link so clients can zoom in, open individual items, and view specs more clearly.
Alternatively, you can download a Schedule package for a static PDF copy. This package includes a spec sheet booklet, with A4 copies of each product’s spec sheet.
Can clients see my trade pricing and markup?
By enabling the "Add Mark-up" feature in your Schedule's Financial tab, it will display additional pricing fields for calculating your client's price. Your client will only see the RRP and Client price, not your trade pricing, profit, or mark-up percentage.
How can I highlight changes/revisions in my Schedule?
We offer a 'Flags' feature to highlight significant updates or revisions in your products. Adding a flag will create an orange highlight with a custom note below the item in your shared and exported Schedules. Learn more about it here.
Why aren't some products showing in my Quote Request emails?
If certain products aren’t appearing in your quote request emails, they may have a status that’s excluded from quote requests. This status is usually applied after issuing quotes to prevent duplication.
To include these products in a new quote request, simply change their status to Draft, In Review, or Selected. This adjustment will ensure you can proceed smoothly.
Pricing & Quoting
What information do I need to enter into the Financial view?
Direct Input Fields:
RRP (Recommended Retail Price) | Enter the retail price your client would pay if buying directly from the supplier. |
Trade Price | Enter the price you, as a designer or retailer, pay to purchase the product. |
Trade Discount | This field can automatically calculate the discount based on the RRP and Trade Price. You can also manually enter a specific discount percentage |
Quantity | Enter the number of units required. This is essential for accurate cost calculations. |
Markup (optional) | Enter the percentage you add on top of the cost to charge your client. This can be input directly or calculated from other fields. |
Learn more about Product pricing calculations in Schedules here.
Are the prices on my Schedule shown inclusive or exclusive of tax?
With our tax functionality, you can set your tax preferences in each project to display pricing either inclusive or exclusive of tax.
At the Organisational level, you can define your local tax rates and preferences, and then apply them to individual projects.
Once your project tax preference (inclusive or exclusive) is set, the system will automatically calculate tax rates based on your Client Price.
Please note: in Programa, tax categories refer to the following definitions:
Non-taxable: No tax is applied to the product.
Tax exclusive: Tax is added on top of the product price - so the total increases.
Tax inclusive: Tax is already included in the product price. You'll still see the tax amount, but it won't increase the total.
How do I exclude markup from tax calculations?
If you want the tax to be calculated without the markup, disable the 'Add markup' button under your Financial tab.
Note that your markup cannot be excluded from tax calculations while also showing markup and tax totals separately. The tax will always be based on the total client price, which includes markup if it is enabled.
For more information on setting up your tax rates and preferences, see our comprehensive Tax Settings at Studio, Project, and Schedule level guide.
Why can't I add a product to my Quote Request?
Products marked with the below statuses are excluded from bulk requests, to save items being quoted multiple times:
Quoting
Closed
Rejected
Ordered
Payment Due
In Production
In Transit
Installed
Web Clipper
How do I download the Web Clipper?
You can download the Web Clipper from the Chrome Store here.
Which browser should I use?
Currently, the Web Clipper is only available to download on Google Chrome on desktop. It's worth noting the Web Clipper is unable to be used on mobile such as Apple iOS or Android.
Can the extension appear on my toolbar at all times?
Yes. To pin the clipper to your toolbar, click the puzzle icon to open your extension options, then select the pin icon next to the Programa Web Clipper.
I'm unable to select the image on the webpage, how can I save it to the Web Clipper?
The Programa Web Clipper successfully captures about 95% of product images without issue. Occasionally, it may have difficulty saving images uploaded in unsupported file formats. In those cases, we recommend using the screenshot tool to manually snip the image and insert it into the Web Clipper window.
How do I delete an image I accidentally uploaded?
Hover your mouse over the image thumbnail in the Web Clipper window, and click the X in the top corner of the image.
Can I add a product to the Product Library at the same time as the Schedule?
After adding the product to the Schedule, scroll to the top of the Web Clipper window and change the import destination to Product Library. All previously clipped information will remain in the window - simply click the Clip button to save it to your library.
Will entering a Doc code update all products with the same code across my entire Schedule or projects?
The magic of the Web Clipper lies in its precision. The update will only apply to products with the specific Doc code within the project, Schedule, and section you are working on.
Need more help with Schedules, pricing, or the Web Clipper? Check out our Pricing & Quoting in your Schedule collection or reach out to our friendly support team on the live chat below.