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 Microsoft Excel.
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:
Navigate to your Project File List.
Click the black + button.
Select "Schedule" to create a new Untitled Schedule.
Rename Your Schedule:
Within your Schedule, click the 3 dots in the top toolbar.
Select "Rename Schedule."
Type your new name into the field provided.
Click "Save."
Create Sections and Add Products
Renaming a Section
When you create a new schedule, there will be an Unititled section at the top of the page, click on the section header and type in your section name into the field provided
Press "Enter."
To add a new section to the schedule, click "+ New Section."
Add Products:
Use the Programa Web Clipper:
To add a product using the Webclipper we suggest reading the installation and tutorial guide here
Add a custom Product:
Click "+ New" at the end of a section.
Select "Custom Product"
To add an image just simply click on the Grey Box and upload your image file. Then proceed to add your product information into the relevant fields
Share or Export Your Schedule
Export to PDF:
In your schedule toolbar, click the 3 dots.
Select "Export as PDF."
Customize columns and add notes.
Click "Export."
Read our in depth exporting guide here.
View one of our example PDF exports here.
Share Online Link:
Go to the schedule you want to share.
Click the "Share" button.
Turn on "Publish to Web."
Choose what information to display or hide.
Preview your online schedule and copy the link to share.
Share via Client Dashboard:
Click the "Share" button.
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 Webclipper, 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.
To learn more about how to use and create schedules, dive into our in depth schedules guides here.