Haruno Knowledge base

Project sources

A source is a file, folder, website, cloud item, document or Portfolio company that a project uses. Sources stay where they are. The Sources tab shows what each one is and whether it can be reached.

  • Mac appAvailablesince 1.3.61
  • Windows appAvailable

A source is something a project uses. Adding a source does not copy or move it. The files stay where they are, and the project keeps a link.

The Sources tab

Each source shows its name, where it is, how it was added, what Haruno may do with it and whether it can be reached.
A project's Sources tab with a search box, a source filter and three sources. Launch brief is a linked file that is Missing, with a Relink button. Market research is a website used by the project. Launch report is a generated document.A project's Sources tab with a search box, a source filter and three sources. Launch brief is a linked file that is Missing, with a Relink button. Market research is a website used by the project. Launch report is a generated document.

Each row shows:

  • the name, and below it the place it comes from (a path or an address);
  • Linked sources, Used by project or Generated documents, which says how it came into the project;
  • Read only, Can edit or Metadata only, which says what Haruno may do with it;
  • its state when it is not available: Missing, Offline, Permission required or Disconnected.

The search box and the drop-down above the list narrow it down. The drop-down offers All sources, Linked sources, Used by project and Generated documents.

How it came inWhat it means
Linked sourcesYou added it with Add source.
Used by projectHaruno looked at it while working in the project.
Generated documentsHaruno wrote it for the project.

Add a source

  1. Select Add source

    It is at the top right of the project page. It is switched off while the project is archived.

  2. Choose the kind
    Four kinds of source.
    The Add source dialog for the project Launch with four buttons: Choose file, Choose folder, Website and Cloud item, and a Cancel button.The Add source dialog for the project Launch with four buttons: Choose file, Choose folder, Website and Cloud item, and a Cancel button.
  3. Finish the choice

    The page opens on Sources and says Source added.

KindWhat you do
Choose file or Choose folderPick an Access level, Read only or Read and write, then select Choose on this device and pick the file or folder in the Windows picker.
WebsiteType the Website URL and, if you like, a Name. Websites are always read only.
Cloud itemPick a connection, browse its folders and select Link item. Cloud items are always read only. Manage connections opens the connection settings. If no connection supports project sources, the dialog says No connected provider supports project sources yet.
Read and write lets Haruno change the folder

Choose Read and write only when Haruno should change files in that folder. The dialog says: "Allow edits only if Haruno should change this linked file or folder." Read only is the default.

What you can do with a source

Select a source's name to see its details: where it is, how it was added, what Haruno may do with it, and its state. Generated documents also list their Saved versions, and each can be opened.

The button beside a source depends on its state:

ButtonWhen
OpenThe source is available.
RelinkA file or folder on the PC is Missing. Pick it again.
ReconnectA cloud source is Disconnected.
Check availabilityAny other state. Haruno looks again.

The … menu on a row has these:

  • Check availability.
  • Read as company accounts… or Read again, for folders and PDFs. See Annual reports in a project.
  • Unlink. The source leaves the project. Earlier activity and what the project learned from it are kept.
  • Forget from project. Haruno asks first. The notice says "Forget removes collected material and generated memory. Existing chat messages remain."

A source you forgot cannot be added to the same project again. The page says so and suggests adding it to another project or attaching it to a chat outside a project.

Other source kinds

  • Document is something Haruno wrote for the project. It is kept with the project and listed under Generated documents.
  • Company is a company from the Portfolio. See Company projects.

What to tell a customer

  • Sources are links. Removing one from a project never deletes the original file.
  • Use Read only unless Haruno is meant to change the files.
  • A source marked Missing was moved or renamed. Relink points the project at its new place.
  • Large folders: adding a folder here does not warn about its size. See Folders that are too broad or too large.

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)
    What changed
    @@ -0,0 +1,92 @@
    +---
    +title: Project sources
    +summary: A source is a file, folder, website, cloud item, document or Portfolio company that a project uses. Sources stay where they are. The Sources tab shows what each one is and whether it can be reached.
    +feature: project-sources
    +covers:
    +  - windows-client/haruno-webview/web/src/components/ProjectSourceDialog.tsx
    +  - windows-client/haruno-webview/web/src/components/ProjectSourceRow.tsx
    +  - windows-client/haruno-webview/web/src/components/ProjectRowMenu.tsx
    +  - windows-client/haruno-webview/web/e2e/project-sources.spec.ts
    +  - windows-client/Haruno.Desktop.Services/Projects/ProjectSourceCatalog.cs
    +  - windows-client/Haruno.Desktop.Services/Projects/ProjectSourceResolver.cs
    +  - windows-client/haruno-client/Services/Projects/ProjectSourcePresentation.cs
    +---
    +
    +A source is something a project uses. Adding a source does not copy or move it. The files stay where they are, and the project keeps a link.
    +
    +## The Sources tab
    +
    +<Shot src="/m/c57b6761b628-windows-projects-sources-light.png" dark="/m/007df27f414a-windows-projects-sources-dark.png" alt="A project's Sources tab with a search box, a source filter and three sources. Launch brief is a linked file that is Missing, with a Relink button. Market research is a website used by the project. Launch report is a generated document." caption="Each source shows its name, where it is, how it was added, what Haruno may do with it and whether it can be reached." />
    +
    +Each row shows:
    +
    +- the name, and below it the place it comes from (a path or an address);
    +- **Linked sources**, **Used by project** or **Generated documents**, which says how it came into the project;
    +- **Read only**, **Can edit** or **Metadata only**, which says what Haruno may do with it;
    +- its state when it is not available: **Missing**, **Offline**, **Permission required** or **Disconnected**.
    +
    +The search box and the drop-down above the list narrow it down. The drop-down offers **All sources**, **Linked sources**, **Used by project** and **Generated documents**.
    +
    +| How it came in | What it means |
    +|---|---|
    +| Linked sources | You added it with **Add source**. |
    +| Used by project | Haruno looked at it while working in the project. |
    +| Generated documents | Haruno wrote it for the project. |
    +
    +## Add a source
    +
    +<Steps>
    +<Step title="Select Add source">
    +It is at the top right of the project page. It is switched off while the project is archived.
    +</Step>
    +<Step title="Choose the kind">
    +<Shot src="/m/eb292be89e48-windows-projects-add-source-light.png" dark="/m/14640c44f7ff-windows-projects-add-source-dark.png" alt="The Add source dialog for the project Launch with four buttons: Choose file, Choose folder, Website and Cloud item, and a Cancel button." caption="Four kinds of source." />
    +</Step>
    +<Step title="Finish the choice">
    +The page opens on **Sources** and says **Source added**.
    +</Step>
    +</Steps>
    +
    +| Kind | What you do |
    +|---|---|
    +| <Ui>Choose file</Ui> or <Ui>Choose folder</Ui> | Pick an **Access** level, **Read only** or **Read and write**, then select **Choose on this device** and pick the file or folder in the Windows picker. |
    +| <Ui>Website</Ui> | Type the **Website URL** and, if you like, a **Name**. Websites are always read only. |
    +| <Ui>Cloud item</Ui> | Pick a connection, browse its folders and select **Link item**. Cloud items are always read only. **Manage connections** opens the connection settings. If no connection supports project sources, the dialog says **No connected provider supports project sources yet.** |
    +
    +<Callout variant="warning" title="Read and write lets Haruno change the folder">
    +Choose **Read and write** only when Haruno should change files in that folder. The dialog says: "Allow edits only if Haruno should change this linked file or folder." Read only is the default.
    +</Callout>
    +
    +## What you can do with a source
    +
    +Select a source's name to see its details: where it is, how it was added, what Haruno may do with it, and its state. Generated documents also list their **Saved versions**, and each can be opened.
    +
    +The button beside a source depends on its state:
    +
    +| Button | When |
    +|---|---|
    +| <Ui>Open</Ui> | The source is available. |
    +| <Ui>Relink</Ui> | A file or folder on the PC is **Missing**. Pick it again. |
    +| <Ui>Reconnect</Ui> | A cloud source is **Disconnected**. |
    +| <Ui>Check availability</Ui> | Any other state. Haruno looks again. |
    +
    +The **…** menu on a row has these:
    +
    +- **Check availability**.
    +- **Read as company accounts…** or **Read again**, for folders and PDFs. See [Annual reports in a project](/windows/projects/project-annual-reports/).
    +- **Unlink**. The source leaves the project. Earlier activity and what the project learned from it are kept.
    +- **Forget from project**. Haruno asks first. The notice says "Forget removes collected material and generated memory. Existing chat messages remain."
    +
    +A source you forgot cannot be added to the same project again. The page says so and suggests adding it to another project or attaching it to a chat outside a project.
    +
    +## Other source kinds
    +
    +- **Document** is something Haruno wrote for the project. It is kept with the project and listed under **Generated documents**.
    +- **Company** is a company from the Portfolio. See [Company projects](/windows/projects/company-projects/).
    +
    +## What to tell a customer
    +
    +- Sources are links. Removing one from a project never deletes the original file.
    +- Use **Read only** unless Haruno is meant to change the files.
    +- A source marked **Missing** was moved or renamed. **Relink** points the project at its new place.
    +- Large folders: adding a folder here does not warn about its size. See [Folders that are too broad or too large](/windows/projects/folder-size/).