The Projects section is the backbone of planning, execution and monitoring in Casserole.pro. As in the other sections, the list screen offers several practical features:
Customized views: Customized views apply to the project list. They allow you to select the columns you wish to see on the screen, adapting the view to your specific needs. You can also choose from preconfigured modes.
Select multiple projects: Use the Operation button to select multiple projects to perform batch actions, such as excluding or retaining items in your list, in order to refine your results.
View in list” button : Display the list of companies, contacts, quotes, invoices, budgets or costs associated with the projects displayed.
Export: Export the project list to an Excel file.
The file will contain the columns currently displayed on the screen.
To include other columns, adjust the custom view before exporting.
Add a new project (+) : Quickly add a new project using the simple, intuitive, dedicated button.