Programa
Specification made simple
Last week, our Senior Account Manager Lexie hosted a live training session deep diving into how to create, edit and share specifications in Programa. You can now watch the session in full, whenever you’re ready.
Lex Webinar Testimonial
"Schedules form the bones of your project. Once the structure is in place, everything else becomes easier to manage and share."
Lexie Gillies
Senior Account Manager
Key takeaways:
  1. Start with a clear structure: A clean structure organises data, improves exports and helps clients and contractors faster.


  2. Build a reusable library and capture product data quickly: Store frequently used items in your Product Library and use the Web Clipper to pull product details directly from suppliers.


  3. Use schedules to manage budgets, proposals and actuals: Schedules can support early budgets, fee proposals and cost tracking without relying on external spreadsheets. 


  4. Capture all technical details inside the product detail tray: Add custom notes, doc codes, images and attachments in one place.


  5. Keep approvals, quoting and financials in one place: Statuses, flags, quoting tools and the financial tab help track progress and maintain accuracy.