BlogProduct News / Schedules

Introducing Hidden Schedule Items

Gain Greater Flexibility, Control & Privacy
Programa
Updated: 03 July 2024

Is there anyway of hiding an item in a Schedule? I wanted to remove all the 'Rejected' items from a Schedule a client also had access to so that it was easier to read the status of the items that she had approved.

Studio ApercuLiz Hall

In response to user feedback addressing visibility concerns within Schedules, we're excited to announce an update: the "Hidden Products" feature. This enhancement allows designers to exercise greater control over what clients see, streamlining workflows and ensuring confidentiality until the perfect moment.

The Issue

Designers have expressed frustration over the inability to selectively hide items within Schedules, such as:

  • Creating custom furniture and logging contributing components.
  • Sending comparative quotes to suppliers.
  • Drafting schedule items for clients and wishing to keep them private until finalized.

This has led to cluttered presentations and compromised confidentiality, with clients inadvertently exposed to draft items and details intended for finalization.

The Result

Adding the "Hidden" products enhances Schedule management, offering designers unparalleled control and flexibility. Whether refining presentations or safeguarding sensitive information, this update empowers users to navigate Schedules confidently and efficiently.

  • Selective Visibility: Designers can confidently include draft items or intricate details in schedules without prematurely exposing them to clients.
  • Custom Component Creation: Designate specific line items as "Hidden," safeguarding them from client view and exports. This feature ensures comprehensive documentation of all details for Custom Products.
  • Efficient Quote Comparisons: Duplicate a product, update supplier details, and mark it as "Hidden" to avoid clutter in the schedule visible to your client. Utilize Bulk quotes to effortlessly gather comparative quotes. Easily archive any unnecessary products or suppliers to streamline your sourcing.

The Solution

Designers can now mark individual line items as "Hidden," withholding them from client-facing pages and exports. This functionality provides the flexibility to curate presentations, maintain confidentiality, and present polished Schedules without compromising work-in-progress details.

Latest Updates

Check out our latest updates and improvements in the Changelog, covering everything from bug fixes to major feature updates.

Table of contents
  1. Why Time Tracking is Essential for Interior Designers
  2. How to Use Programa for Effective Time Tracking
  3. Tips for Maximizing Your Time Tracking Efforts
  4. Interior Design Software For Professional Interior Designers
    1. Task Management
    2. Phases
    3. Dynamic Views
    4. Prepare your Studio
    5. Key Changes
    6. Detailed Steps for Current Studio WIP Users
    7. Future Releases
    8. Support
    9. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    10. User-friendly Interface and Tools for Seamless Project Management
  5. Introduction to Programa
  6. Getting Started Dashboard
  7. Schedules
  8. Client Dashboard
  9. Web Clipper
  10. Pinboards
  11. Project Management
  12. Address Book
  13. Invoicing
  14. Interior Design & Architecture Software For Professional Interior Designers & Architects
  15. 05 September 2024
  16. 03 September 2024
  17. 02 September 2024
  18. <strong>Principles for when you use the Services</strong>
  19. <strong>Implications for violating the User Guidelines</strong>
  20. <strong>Dangerous Content</strong>
  21. <strong>Deceptive Content</strong>
  22. <strong>Sensitive Content</strong>
  23. <strong>Illegal Content</strong>
    1. Introduction
    2. Why we have User Guidelines
    3. User Guidelines for what is strictly prohibited
    4. Rules for user-generated content
    5. How can I report an issue or get support?
  24. <strong>1. Get clear on your offering.</strong>
  25. <strong>2. Know who you want to work with.</strong>
  26. <strong>3. Don’t compare yourself to others.</strong>
  27. <strong>4. Set clear boundaries.</strong>
  28. <strong>5. Learn to say no.</strong>
  29. <strong>6. Follow systems and processes.</strong>
  30. <strong>7. Get help.</strong>
    1. With Programa’s Client Dashboard, you can:
    2. Minimalise Misunderstandings, Maximalise Results
    3. Shared Schedules and Integration with Client Dashboard
    4. Collaboration between Designers and Clients
    5. The Issue - Complex Tax Handling<br />
    6. The Solution - Streamlined Tax Tool
    7. The Result - Enhanced Clarity and Compliance<br />
    8. Top practices for managing money
    9. Streamlining Complexities and Enhancing Collaboration
    10. Managing Multiple Projects with Conflicting Deadlines and Resourcing Needs
    11. Communicating with Clients, Contractors, and Suppliers
    12. Sourcing Materials and Products
    13. Resolving Conflicts and Addressing Challenges
    14. Streamlining Project Management with Programa’s Studio WIP: A Cross-Project Management Solution
    15. Enhancing Communication and Collaboration with Programa’s Client Dashboard
    16. Leveraging Programa’s Cloud-Based Specifications for Efficient Material and Product Sourcing
    17. Take Control of Your Studio Today
    18. The Issue
    19. The Result
    20. The Solution
    21. Latest Updates

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Reading: Introducing Hidden Schedule Item Status, Product Update
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Introducing Hidden Schedule Items, the latest enhancement to Programa, designed to empower designers with unprecedented control and flexibility. Addressing user feedback on visibility concerns within Schedules, this update allows designers to selectively hide items from client view until they're ready for presentation. Say goodbye to cluttered presentations and compromised confidentiality as you gain greater control over your schedule management.

The Issue: Designers have faced challenges in selectively hiding items within Schedules, impacting various scenarios such as creating custom furniture, sending quotes to suppliers, and maintaining confidentiality with clients. The lack of selective visibility options has led to cluttered presentations and inadvertent exposure of draft items to clients.

The Result: With Hidden Schedule Items, designers can curate presentations with confidence, ensuring that draft items or sensitive details remain hidden until finalized. This update enables selective visibility, custom component creation, and efficient quote comparisons, streamlining workflows and safeguarding confidentiality.

The Solution: Designers can now mark individual line items as "Hidden," withholding them from client-facing pages and exports. This functionality provides the flexibility to curate presentations, maintain confidentiality, and present polished Schedules without compromising work-in-progress details.

Latest Updates: Explore our Changelog for the latest updates and improvements, covering bug fixes and major feature enhancements. Stay up to date with the evolution of Programa as we continue to empower designers with innovative solutions.