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Projects List

An overview of the list in the projects section.

Maxime Tremblay avatar
Written by Maxime Tremblay
Updated over 3 months ago

The Project section is the backbone of your project planning, execution and follow-up. As everywhere else in Casserole.pro, the list screen is similar to the other sections:

  • Customized display: You can choose between several display modes, both pre-configured and customized, to suit your specific needs.

  • Select multiple projects: The Operation button lets you exclude or retain selected items in your project list, allowing you to refine your list.

  • View list button: You can display the list of companies, contacts, quotes, invoices, budgets or costs associated with all the projects displayed.

  • Export: To export the project list to an Excel file. This function will produce a file containing the projects found, with the columns shown on the screen. To obtain different columns, simply select a different display.

  • Add new project (+): A simple button for adding a new project.

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