Haruno Knowledge base

Company projects

Every company in the Portfolio has a project of its own, named after it. Ask Haruno on the company's page opens that project's chat, which reads the company's books.

  • Mac appAvailablesince 1.3.61
  • Windows appAvailable

Each company in your Portfolio has a project of its own. The project carries the company's name. Its chats can read the company's books.

You do not make these projects. Haruno makes them and keeps them in step with the company.

When a project is made

  • When you add a company to the Portfolio, from QuickBooks, from an import or with Add company, Haruno makes a project named after it and links the company to it.
  • When Haruno opens, any company that never had a project gets one. That covers companies added before Projects existed.
  • If another project already has the company's name, the new one is named with a number, for example "Northgate (2)".
  • A company that was read from published annual reports in a project is not a Portfolio company. It gets no project of its own.

The project is an ordinary project in the library. It has the same tabs as any other. Its Sources tab lists the company as a source with the location Portfolio. See Project sources.

What happens when the company changes

In the PortfolioThe project
The company is archivedThe project is archived too. Its scheduled tasks pause
The company is restoredThe project is restored
The company is renamedThe project is renamed too, as long as you did not rename the project yourself
The company is deletedThe project stays. The link to the company is removed, and the project is an ordinary project from then on
The company is added againIt takes back the project it had, with its chats, and the project is live again. If you deleted that project meanwhile, it gets a new one

If you archive the project yourself, the company stays where it is. Archiving a company archives its project, but archiving the project does not archive the company.

If you delete a company's project, Haruno does not make it again the next time it opens.

Ask Haruno on a company's page

Ask Haruno on a company's page opens that company's project chat. If the project already has a chat, Haruno opens the one you used last. Otherwise it starts a new one.

That chat can read the company's books and only that company's. It cannot change them. The chat knows which company it is about. If you ask it about another company, it says which company it reads. To ask about the whole Portfolio, use a chat outside the project. See Ask Haruno about books.

If the company's project is archived, Ask Haruno does not switch to it. Restore the company, or the project, first.

What a company's books mean here

The chat reads what the company's books hold. A month that QuickBooks added after the last sync is not in the books until you sync it and close it. The chat says which month the books run through.

If a company is no longer in your Portfolio, its source row says No longer in your portfolio. Chats in the project cannot read its books then. The rest of the project is unchanged.

Who has it

Everyone who has Projects, in the normal view and the advanced view.

What to tell a customer

Each company has a workspace of its own, made automatically. Questions asked there are about that company. Its books are read, never changed. Archiving or renaming the company keeps its project in step.

Last updated · PR #2944 · View this version on GitHub

History (1 version)
  1. Internal knowledge base for staff: site, reader keys, assistant, 197 pages and the PR rule (#2944)
    PR #2944Commit a2a7836The page at this version
    What changed
    @@ -0,0 +1,60 @@
+---
+title: Company projects
+summary: Every company in the Portfolio has a project of its own, named after it. Ask Haruno on the company's page opens that project's chat, which reads the company's books.
+feature: company-projects
+covers:
+  - apple/Sources/ShellBooks/CompanyProjectMirror.swift
+  - apple/Sources/ProjectsDomain/ProjectStoreCompanies.swift
+  - apple/Sources/ProjectsDomain/ProjectPortfolio.swift
+  - apple/Sources/ShellProjects/ProjectBooksScope+Hosted.swift
+  - apple/Sources/ShellProjects/ProjectCompanyFiguresLauncher.swift
+---
+
+Each company in your Portfolio has a project of its own. The project carries the company's name. Its chats can read the company's books.
+
+You do not make these projects. Haruno makes them and keeps them in step with the company.
+
+## When a project is made
+
+- When you add a company to the Portfolio, from QuickBooks, from an import or with **Add company**, Haruno makes a project named after it and links the company to it.
+- When Haruno opens, any company that never had a project gets one. That covers companies added before Projects existed.
+- If another project already has the company's name, the new one is named with a number, for example "Northgate (2)".
+- A company that was read from published annual reports in a project is not a Portfolio company. It gets no project of its own.
+
+The project is an ordinary project in the library. It has the same tabs as any other. Its **Sources** tab lists the company as a source with the location **Portfolio**. See [Project sources](/macos/chat/project-sources/).
+
+## What happens when the company changes
+
+| In the Portfolio | The project |
+|---|---|
+| The company is archived | The project is archived too. Its scheduled tasks pause |
+| The company is restored | The project is restored |
+| The company is renamed | The project is renamed too, as long as you did not rename the project yourself |
+| The company is deleted | The project stays. The link to the company is removed, and the project is an ordinary project from then on |
+| The company is added again | It takes back the project it had, with its chats, and the project is live again. If you deleted that project meanwhile, it gets a new one |
+
+If you archive the project yourself, the company stays where it is. Archiving a company archives its project, but archiving the project does not archive the company.
+
+If you delete a company's project, Haruno does not make it again the next time it opens.
+
+## Ask Haruno on a company's page
+
+**Ask Haruno** on a company's page opens that company's project chat. If the project already has a chat, Haruno opens the one you used last. Otherwise it starts a new one.
+
+That chat can read the company's books and only that company's. It cannot change them. The chat knows which company it is about. If you ask it about another company, it says which company it reads. To ask about the whole Portfolio, use a chat outside the project. See [Ask Haruno about books](/macos/books/ask-haruno-about-books/).
+
+If the company's project is archived, Ask Haruno does not switch to it. Restore the company, or the project, first.
+
+## What a company's books mean here
+
+The chat reads what the company's books hold. A month that QuickBooks added after the last sync is not in the books until you sync it and close it. The chat says which month the books run through.
+
+If a company is no longer in your Portfolio, its source row says **No longer in your portfolio**. Chats in the project cannot read its books then. The rest of the project is unchanged.
+
+## Who has it
+
+Everyone who has Projects, in the normal view and the advanced view.
+
+## What to tell a customer
+
+Each company has a workspace of its own, made automatically. Questions asked there are about that company. Its books are read, never changed. Archiving or renaming the company keeps its project in step.