Note: This guide is for projects that use the new Schedules and the project dashboard. For older projects that use the Client Dashboard, see Client Dashboard FAQs (legacy projects).
Which projects have the new project dashboard?
Projects that use the new Schedules. Your older projects keep the previous dashboard and sharing. Their links continue to work.
Do I add a guest before I share with them?
You can add a guest in Share project, or in the Guests tab of the project settings. You can also add them when you share an item. When you add a guest, Programa doesn't send them an email.
When does my guest get an email?
Your guest gets an email when you select Share with Email guests selected.
Programa doesn't send an email when you:
Add a guest.
Change visibility and select Save.
Change a product or its status.
Assign a task.
If you want your guest to look at something new, share it again with an email, or send them a message.
How do I see what my client sees?
On the Project overview, select Share project. Select ⋯ next to your client, then Preview project as.
Can I hide something from my client for some time?
Yes. Change their visibility and clear the item, then select Save. When you're ready, select it again. Programa doesn't send an email either time.
Can I add builders and trades?
Yes. Add them as guests, then choose what each one can see. For example, show your builder the drawings folder but not the invoices.
My client can't approve products. What do I check?
Approve or reject products is on in their schedule visibility.
The products have the status Client review.
Your client uses the Project link and enters their email. A public link is view-only.
My client can't see pricing. What do I check?
Make sure that the Pricing field group is on in their schedule visibility. Refer to How to control what a guest sees in a schedule.
Where do I find my client's feedback?
Product decisions and comments: the Approvals tab in the schedule, and your Pulse list.
Task comments: in the task.
Does Programa tell me when my client approves a product?
Yes, in Pulse. Programa doesn't send you an email.
Can I share PDFs and drawings before I share a schedule?
Yes. Upload them to Project Files, then share them.
When I add a file to a shared folder, does my guest see it?
Yes. Your guest sees the files that you add to a shared folder later.
Can my client use the dashboard on their phone?
Yes. The dashboard works on desktop, tablet and mobile. For detailed reviews, a larger screen is easier.
My client works with me on two projects. What do they get?
Each project has its own Project link. Your client opens each project from its link.
How do I help my client use their dashboard?
We have three guides that you can send to your client: