The new Schedules uses one product list for each project. Create saved schedules to show those products by room, supplier or another detail.
Your product information stays the same. The main changes are how you organise products, enter specifications, set pricing and track progress.
Keep your product information and pricing
Product names, images, files, prices, suppliers and notes remain available. Your existing custom statuses are also available.
Trade price, retail price, markup and tax are still calculated the same way. The product’s Financial tab now follows the order you work out a price in: Product pricing, then Client pricing, then Totals. Retail and trade prices are now labelled per unit, and estimated shipping sits with the other pricing inputs. See How to set product costs and client prices.
Add products from a URL, the Product Library or Smart Search, or create a custom entry. The Web Clipper also captures information in category fields.
Four changes to know
1. Use one product record across schedules
Legacy Schedules kept products in separate schedules. The new Schedules uses one product list for the project.
Filter and group the list, then save the arrangement as a schedule. Create other schedules from the same products.
A saved schedule does not create another product record. Edit a product once to update it in every schedule that includes it.
For a product used in several rooms, add each room as a location. Enter the quantity for each location.
The location quantities add up to the product’s total. All locations use the same specification.
Related guides:
2. Use labels instead of sections
A legacy section placed a product under one fixed heading. Labels let you organise the same product in several ways. Assign labels to a product, then choose which labels to group by.
Create and manage labels in Project settings → Product Labels. Use labels to organise products. Use locations when you need a quantity for each room.
3. Assign a category to show technical fields
Choose a category when you add a product, or set it later in the product details. The category adds fields for that type of product, such as an IP rating for a light.
Products copied from legacy Schedules or added from the Product Library need a category. Assign one from the new Schedules category list to show the technical fields.
The Product Library and legacy Schedules still use the older category list.
4. Track workflow, procurement and payment separately
Status | What it tracks |
Workflow | The product’s stage in your studio’s process. Set this status yourself. |
Procurement | Supplier quotes and linked purchase orders. |
Payment | Linked invoices and payments. |
Use custom statuses for Workflow only. Procurement and Payment statuses follow the linked records.
Other tools in the new Schedules
Feature | What you can do |
Bulk actions | Make the same change to several products at once. |
Revisions | Replace flags with named rounds of changes. Record a date and notes for each round. |
Views | Show the same products in Classic, Sheet, Card or List view. |
Assemblies | Link a finished item to components with separate specifications and costs. Track component shipping and finished assembly shipping separately. |
Client sharing | Share a saved schedule with clients through the Client Dashboard. |
Exports | Export to PDF or Excel. In Sheet view, choose which columns to include in the PDF. |
Shipping | Turn on shipping under ⋯ → Estimated shipping. Enter each product’s shipping once, in the Product pricing section of its Financial tab. If a product has several uses, Programa splits its shipping across them by quantity. |
Issues | Keep the exported schedule as a permanent, dated record. |
Product history | See recorded edits, who made them and when. |