Every company whose monthly books Haruno keeps in the Portfolio gets a project of its own, named after it. Archiving, restoring, renaming and deleting the company follow through to the project.
Mac appAvailablesince 1.3.61
Windows appAvailable
Each company in the Portfolio has a project of its own. The project is named after the company. It has one Company source that points at the company's page in the Portfolio. Chats, other sources and automations can be added to it like to any other project.
Haruno makes and looks after these projects by itself. Nobody has to set them up.
A company project's one Company source. Open takes you to the company's page in the Portfolio.
What the project has
The name of the company.
One source of the kind Company. It is read only. Select Open and the Portfolio opens on that company's page. The source is a link to the company, not a folder.
Anything you add yourself: chats, other sources, automations, memory.
Companies whose figures were read from published annual reports are not in the Portfolio, so they get no company project. They live inside an ordinary project instead. See Annual reports in a project.
When the company changes
In the Portfolio
What happens to its project
A company is added
A project with the company's name is created, with the Company source.
A company is archived
Its project is archived too.
A company is restored
Its project is restored when the company comes back from archived. A project you archived yourself stays archived while the company is active.
A company is renamed
The project is renamed too, but only while the project still has the company's old name. A name you chose yourself is left alone.
A company is deleted
The project stays, with its chats and other sources. The company link is removed and the project no longer belongs to a company.
When a project's name is already taken, the new one gets (2) after it, then (3), and so on. A very long company name is shortened to the 160 characters a project name can have.
When Haruno starts
Each time Haruno starts, it checks that every company in the Portfolio has a project.
A company that never had a project gets one.
A company that is archived has its project archived.
A project you deleted stays deleted. Haruno does not bring it back.
A project you archived is not restored just because the company is active.
If you delete a company and add it again, Haruno gives it back the project it had, with its chats and sources, as long as that project still exists. If you deleted that project, the company gets a new one.
Changes made while Haruno is closed
Haruno does not guess at what happened while it was not running. A company you restored, renamed or deleted while the app was closed does not change its project at the next start. Only archiving and the missing-project check are applied at start.
Opening a company's project
Find the project in the library like any other. From inside it, the Company source's Open button takes you to the company.
What a chat in a company project gets
Opening the Company source takes you to the company's page. The link does not hand the company's files to a chat in the project.
What to tell a customer
Every Portfolio company already has a project. They do not have to make one.
Archiving or restoring a company moves its project the same way.
Deleting a company never deletes its project or its chats.