CN111932214A - Project scheduling management method and system - Google Patents

Project scheduling management method and system Download PDF

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CN111932214A
CN111932214A CN202010824937.6A CN202010824937A CN111932214A CN 111932214 A CN111932214 A CN 111932214A CN 202010824937 A CN202010824937 A CN 202010824937A CN 111932214 A CN111932214 A CN 111932214A
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喻旸
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Chongqing Jinbaobao Information Technology Service Co ltd
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Chongqing Jinbaobao Information Technology Service Co ltd
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    • G06Q10/0631Resource planning, allocation, distributing or scheduling for enterprises or organisations
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/10Office automation; Time management
    • G06Q10/109Time management, e.g. calendars, reminders, meetings or time accounting

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Abstract

The invention provides a project scheduling management method and a project scheduling management system, which comprise the following steps: asset information management, wherein a service manager is responsible for managing assets; scheduling management, namely, uniformly allocating the asset release time and the amount of money and performing scheduling management by a trade specialist according to the asset and fund conditions; plan management, wherein a trade specialist initiates submission of scheduling confirmation information, a plurality of projects can be selected according to query conditions, and the projects are moved from a to-be-scheduled list to a scheduled list after approval is passed; and (4) project management, wherein a trade specialist uniformly allocates the resource project according to the assets and scheduling conditions in the system. The project scheduling management system can solve the problem of complicated project scheduling, standardizes the online flow from assets to projects, visually manages the assets and the project scheduling, and improves the conversion rate of the projects from an asset end to a sales end.

Description

Project scheduling management method and system
Technical Field
The invention relates to the technical field of software, in particular to a project scheduling management method and system.
Background
With the development of business, more and more assets and projects are provided, how to reasonably and effectively arrange the schedule of the assets and the projects is more and more important, and the management form of a manual spreadsheet can not be effectively and intensively filed, quickly consulted, consulted and approved in a moving way. The project scheduling management system aims at solving the problem of complicated project scheduling, standardizes the online flow from assets to projects, visually manages the assets and project scheduling, and improves the conversion rate of the projects from an asset end to a sales end.
Disclosure of Invention
In order to solve the above technical problem, an embodiment of the present invention provides a project scheduling management method, including the following steps:
asset information management, wherein a service manager is responsible for managing assets;
scheduling management, namely, uniformly allocating the asset release time and the amount of money and performing scheduling management by a trade specialist according to the asset and fund conditions;
plan management, wherein a trade specialist initiates submission of scheduling confirmation information, a plurality of projects can be selected according to query conditions, and the projects are moved from a to-be-scheduled list to a scheduled list after approval is passed;
and (4) project management, wherein a trade specialist uniformly allocates the resource project according to the assets and scheduling conditions in the system. The trade specialist can update and inquire the project and generate the project according to the schedule in the project management.
Further, the asset information management and service manager is responsible for managing assets, and includes:
newly adding assets, exporting asset information according to the expiration time range, the information conditions of the business department and the exchange through the system data expiration project details, merging a plurality of expiration details which expire in the same day of the same enterprise to generate a new asset, and not repeatedly exporting the exported assets;
the asset query is used for providing an asset list display function and supporting query conditions according to the name of a borrower, an expiration time range, a business department, a trading exchange, a renewal state and a scheduling state;
and (4) exporting the asset statistics, summarizing the due amount and the pre-issued amount according to conditions, displaying the sum on a list, and inquiring and counting the asset statistics table according to the conditions and exporting the asset statistics table.
Further, the scheduling management, in which the transaction specialist performs unified allocation and scheduling management on the asset release time and the amount of money according to the asset and fund conditions, includes:
the scheduling classification comprises four types of scheduling to be determined, scheduled, on-line and abolished according to different stages of a project;
the scheduling inquiry is carried out, and a scheduling table is exported according to condition inquiry according to the name of the borrower, the due time range, the pre-sending time range, the business department, the pre-sending exchange and the pre-sending state condition;
and schedule change for changing the schedule to be confirmed and the schedule already confirmed, wherein the schedule of the item which is on line cannot be changed.
Further, in the project management, the trade special staff uniformly allocates the resource projects according to the assets and the scheduling conditions in the system. In the project management, the transaction specialist can update and inquire the project and generate the project according to the schedule, and the project comprises the following steps:
and (4) changing the project, wherein after the project is generated, the transaction specialist can initiate the change to the project. If the projects generated by the same series of project information can be modified, the series of project information templates can be modified, and batch change is initiated and the template information content of the associated projects is updated;
and deleting the project, wherein after the project is generated, the transaction specialist can delete the project. Deleting the asset generation project after the asset decision-making change is approved and the scheduling asset change exchange is confirmed;
the project can be on-line, and the trade specialist can submit to the on-line state within 5 working days before and after the pre-sending time after the scheduling project is confirmed; if the difference between the actual submitting online time and the pre-sending time is more than 5 working days, the online can not be submitted, and a trade specialist initiates a scheduling change approval process in advance;
and item notification, namely initiating short message notification to the specified item and sending service fee and interest reminding short messages to an item manager. Different short message templates can be displayed according to different exchanges.
A project scheduling management system comprises an asset information management module, a scheduling management module, a plan management module and a project management module;
the asset information management module is used for managing assets by a service manager;
the scheduling management module is used for uniformly allocating and scheduling the asset release time and the amount of money by a transaction specialist according to the asset and fund conditions;
the plan management module is used for initiating the submission of scheduling confirmation information by a trade specialist, selecting a plurality of projects according to query conditions, and moving from a to-be-scheduled list to a scheduled list after the projects are approved;
and the project management module is used for uniformly allocating the resource projects by trade special staff according to the assets and the scheduling conditions in the system. The trade specialist can update and inquire the project and generate the project according to the schedule in the project management.
Further, the asset information management module comprises an asset adding unit, an asset inquiring unit and an asset statistic deriving unit;
the asset adding unit is used for exporting asset information according to the system data due project detail, the due time range, the business department and the exchange information conditions, for a plurality of due details which expire in the same day of the same enterprise, a new asset needs to be generated by combination, and the exported asset is not repeatedly exported;
the asset query unit is used for providing an asset list display function and supporting query conditions according to the name of a borrower, an expiration time range, a business department, a trading exchange, a renewal state and a scheduling state;
and the asset statistics derivation unit is used for summarizing the due amount and the pre-sent amount according to conditions, displaying the sum on a list, and supporting inquiring and counting an asset statistics table according to the conditions and deriving the asset statistics table.
Furthermore, the schedule management module comprises a schedule classification unit, a schedule query unit and a schedule change unit;
the scheduling classification unit is used for classifying the scheduling to be determined, the determined scheduling, the online and the abolished according to different stages of the project;
the scheduling query unit is used for carrying out condition query and exporting a scheduling list according to the name of the borrower, the due time range, the pre-sending time range, the business department, the pre-sending exchange and the pre-sending state condition;
the schedule changing unit is used for changing the schedule to be confirmed and the schedule already confirmed, and the schedule of the item which is on line cannot be changed.
Further, the item management module comprises an item changing unit, an item deleting unit, an item on-line unit and an item notification unit;
and the project changing unit is used for initiating the change of the project by a trade specialist after the project is generated. If the projects generated by the same series of project information can be modified, the series of project information templates can be modified, and batch change is initiated and the template information content of the associated projects is updated;
and the project deleting unit is used for deleting the project by a trade specialist after the project is generated. Deleting the asset generation project after the asset decision-making change is approved and the scheduling asset change exchange is confirmed;
the project online unit is used for confirming the scheduling project, and the trade specialist can submit to an online state within 5 working days before and after the pre-sending time; if the difference between the actual submitting online time and the pre-sending time is more than 5 working days, the online can not be submitted, and a trade specialist initiates a scheduling change approval process in advance;
the project notification unit is used for initiating short message notification to the designated project and sending service fee and interest reminding short messages to the project manager. Different short message templates can be displayed according to different exchanges.
The invention has the beneficial effects that:
the project scheduling management system can solve the problem of complicated project scheduling, standardizes the online flow from assets to projects, visually manages the assets and project scheduling, and improves the conversion rate of projects from an asset end to a sales end.
The following describes embodiments of the present invention in further detail with reference to the accompanying drawings.
Drawings
The accompanying drawings, which are included to provide a further understanding of the invention and are incorporated in and constitute a part of this specification, illustrate embodiments of the invention and together with the description serve to explain the principles of the invention and not to limit the invention. In the drawings:
fig. 1 is a schematic diagram illustrating steps of a project scheduling management method according to an embodiment of the present invention.
Fig. 2 is a functional block diagram of a project scheduling management system according to an embodiment of the present invention.
Fig. 3 is an asset information management module of a project scheduling management system according to an embodiment of the present invention.
Fig. 4 is a scheduling management module of a project scheduling management system according to an embodiment of the present invention.
Fig. 5 is a project management module of a project scheduling management system according to an embodiment of the present invention.
Detailed Description
Reference will now be made in detail to embodiments of the present invention, examples of which are illustrated in the accompanying drawings, wherein like reference numerals refer to the same or similar elements or elements having the same or similar function throughout. The embodiments described below with reference to the accompanying drawings are illustrative only for the purpose of explaining the present invention, and are not to be construed as limiting the present invention.
In the description of the present invention, it is to be understood that the terms "center", "longitudinal", "lateral", "length", "width", "thickness", "upper", "lower", "front", "rear", "left", "right", "vertical", "horizontal", "top", "bottom", "inner", "outer", "clockwise", "counterclockwise", and the like, indicate orientations and positional relationships based on those shown in the drawings, and are used only for convenience of description and simplicity of description, and do not indicate or imply that the device or element being referred to must have a particular orientation, be constructed and operated in a particular orientation, and thus, should not be considered as limiting the present invention. Furthermore, the terms "first", "second" and "first" are used for descriptive purposes only and are not to be construed as indicating or implying relative importance or implicitly indicating the number of technical features indicated. Thus, features defined as "first", "second", may explicitly or implicitly include one or more of the described features. In the description of the present invention, "a plurality" means two or more unless specifically defined otherwise.
In the description of the present invention, it should be noted that, unless otherwise explicitly specified or limited, the terms "mounted," "connected," and "connected" are to be construed broadly, e.g., as meaning either a fixed connection, a removable connection, or an integral connection; may be mechanically connected, may be electrically connected or may be in communication with each other; either directly or indirectly through intervening media, either internally or in any other relationship. The specific meanings of the above terms in the present invention can be understood by those skilled in the art according to specific situations.
In the present invention, unless otherwise expressly stated or limited, "above" or "below" a first feature means that the first and second features are in direct contact, or that the first and second features are not in direct contact but are in contact with each other via another feature therebetween. Also, the first feature being "on," "above" and "over" the second feature includes the first feature being directly on and obliquely above the second feature, or merely indicating that the first feature is at a higher level than the second feature. A first feature being "under," "below," and "beneath" a second feature includes the first feature being directly under and obliquely below the second feature, or simply meaning that the first feature is at a lesser elevation than the second feature.
The following disclosure provides many different embodiments or examples for implementing different features of the invention. To simplify the disclosure of the present invention, the components and arrangements of specific examples are described below. Of course, they are merely examples and are not intended to limit the present invention. Furthermore, the present invention may repeat reference numerals and/or letters in the various examples, such repetition is for the purpose of simplicity and clarity and does not in itself dictate a relationship between the various embodiments and/or configurations discussed. In addition, the present invention provides examples of various specific processes and materials, but one of ordinary skill in the art may recognize applications of other processes and/or uses of other materials.
Referring to fig. 1-5, fig. 1 is a schematic diagram illustrating steps of a project schedule management method according to an embodiment of the present invention, including the following steps:
asset information management, wherein a service manager is responsible for managing assets;
scheduling management, namely, uniformly allocating the asset release time and the amount of money and performing scheduling management by a trade specialist according to the asset and fund conditions;
plan management, wherein a trade specialist initiates submission of scheduling confirmation information, a plurality of projects can be selected according to query conditions, and the projects are moved from a to-be-scheduled list to a scheduled list after approval is passed;
and (4) project management, wherein a trade specialist uniformly allocates the resource project according to the assets and scheduling conditions in the system. The trade specialist can update and inquire the project and generate the project according to the schedule in the project management.
In some preferred embodiments, the asset information management and service manager is responsible for managing assets, including:
newly adding assets, exporting asset information according to the expiration time range, the information conditions of the business department and the exchange through the system data expiration project details, merging a plurality of expiration details which expire in the same day of the same enterprise to generate a new asset, and not repeatedly exporting the exported assets;
the asset query is used for providing an asset list display function and supporting query conditions according to the name of a borrower, an expiration time range, a business department, a trading exchange, a renewal state and a scheduling state;
and (4) exporting the asset statistics, summarizing the due amount and the pre-issued amount according to conditions, displaying the sum on a list, and inquiring and counting the asset statistics table according to the conditions and exporting the asset statistics table.
In some preferred embodiments, the scheduling management, the transaction specialist for uniformly allocating the asset issuing time and amount according to the asset and fund condition, and the scheduling management comprises:
the scheduling classification comprises four types, namely scheduling to be determined, determined scheduling (items approved and confirmed by a service manager and an operation manager), online (items collected online) and abolished (items with 0 pre-issued money) according to different stages of the items;
the scheduling inquiry is carried out, and a scheduling table is exported according to condition inquiry according to the name of the borrower, the due time range, the pre-sending time range, the business department, the pre-sending exchange and the pre-sending state condition;
schedule change for changing the schedule to be confirmed and the schedule already confirmed, the schedule of the item that has been on line cannot be changed, specifically, the change of the schedule to be confirmed includes:
(1) the method comprises the following steps of allowing an asset to be split into a plurality of scheduling periods, namely splitting into a plurality of scheduling period records under the condition that the due total and the pre-sent total of the asset are not changed;
(2) allowing to modify the pre-sent column attributes in the schedule table and synchronously updating the corresponding information of the asset table and the project table (if a generated project exists);
(3) allowing manual single record modification or submission of fixed format file batch changes;
(4) the schedule may be submitted to the list of confirmed schedules and added to the list of confirmed months after approval by the operative change.
The confirmed schedule change includes:
(1) if the prefiring time is changed and the difference value between the new prefiring time and the original prefiring time is less than 5 working days, the transaction specialist initiates the change and directly changes and initiates (II) an operational change notification process after filling in the change type and the change reason.
(2) If the prefiring time is changed and the difference value between the new prefiring time and the original prefiring time exceeds 5 working days, after the change type, change reason and prefiring time are filled in by trade specialist, the same asset can be singly or multiply launched (three) operation change examination and approval process, the project is moved from 'confirmed scheduling' list to 'scheduling to be confirmed' list, and after the examination and approval are passed, the project is changed from 'scheduling to be confirmed' list.
(3) If the prefiring time is changed and the new prefiring time is empty, the business manager initiates, and after filling in the change type and change reason, initiates the decision-making change notification flow.
(4) If the pre-issue time is empty and the original pre-issue time is not empty, a business manager initiates a decision-making change approval process, and a special transaction staff needs to modify the pre-issue time in the process.
(5) If the exchange is changed, the exchange specialist initiates the exchange specialist, after filling in the change type and the change reason, an 'operational change notification flow' is initiated, corresponding attributes in the asset detail list are synchronously updated, and if the generated items exist, the item information is deleted.
(6) If the enterprise name, the time limit and the time limit type are changed, after the change type and the change reason are filled, a service manager and an operation manager are notified, and corresponding attributes in the asset detail table and the project table are synchronously updated.
(7) If the pre-sending state, the original project amount and the project manager are changed, the property list and the project list are directly changed, and the corresponding property is synchronously changed.
In some preferred embodiments, the project management system is configured such that trade personnel deploy the asset project in a uniform manner based on the assets and scheduling conditions within the system. In the project management, the transaction specialist can update and inquire the project and generate the project according to the schedule, and the project comprises the following steps:
and (4) changing the project, wherein after the project is generated, the transaction specialist can initiate the change to the project. If the projects generated by the same series of project information can be modified, the series of project information templates can be modified, and batch change is initiated and the template information content of the associated projects is updated;
and deleting the project, wherein after the project is generated, the transaction specialist can delete the project. Deleting the asset generation project after the asset decision-making change is approved and the scheduling asset change exchange is confirmed;
the project can be on-line, and the trade specialist can submit to the on-line state within 5 working days before and after the pre-sending time after the scheduling project is confirmed; if the difference between the actual submitting online time and the pre-sending time is more than 5 working days, the online can not be submitted, and a trade specialist initiates a scheduling change approval process in advance;
and item notification, namely initiating short message notification to the specified item and sending service fee and interest reminding short messages to an item manager. Different short message templates can be displayed according to different exchanges.
A project scheduling management system comprises an asset information management module, a scheduling management module, a plan management module and a project management module;
the asset information management module is used for managing assets by a service manager;
the scheduling management module is used for uniformly allocating and scheduling the asset release time and the amount of money by a transaction specialist according to the asset and fund conditions;
the plan management module is used for initiating the submission of scheduling confirmation information by a trade specialist, selecting a plurality of projects according to query conditions, and moving from a to-be-scheduled list to a scheduled list after the projects are approved;
and the project management module is used for uniformly allocating the resource projects by trade special staff according to the assets and the scheduling conditions in the system. The trade specialist can update and inquire the project and generate the project according to the schedule in the project management.
In some preferred embodiments, the asset information management module comprises an asset adding unit, an asset querying unit and an asset statistic deriving unit;
the asset adding unit is used for exporting asset information according to the system data due project detail, the due time range, the business department and the exchange information conditions, for a plurality of due details which expire in the same day of the same enterprise, a new asset needs to be generated by combination, and the exported asset is not repeatedly exported;
the asset query unit is used for providing an asset list display function and supporting query conditions according to the name of a borrower, an expiration time range, a business department, a trading exchange, a renewal state and a scheduling state;
and the asset statistics derivation unit is used for summarizing the due amount and the pre-sent amount according to conditions, displaying the sum on a list, and supporting inquiring and counting an asset statistics table according to the conditions and deriving the asset statistics table.
In some preferred embodiments, the schedule management module includes a schedule classification unit, a schedule query unit and a schedule change unit;
the scheduling classification unit is used for classifying the scheduling to be determined, the determined scheduling, the online and the abolished according to different stages of the project;
the scheduling query unit is used for carrying out condition query and exporting a scheduling list according to the name of the borrower, the due time range, the pre-sending time range, the business department, the pre-sending exchange and the pre-sending state condition;
the schedule changing unit is used for changing the schedule to be confirmed and the schedule already confirmed, and the schedule of the item which is on line cannot be changed.
In some preferred embodiments, the item management module includes an item change unit, an item deletion unit, an item online unit, and an item notification unit;
and the project changing unit is used for initiating the change of the project by a trade specialist after the project is generated. If the projects generated by the same series of project information can be modified, the series of project information templates can be modified, and batch change is initiated and the template information content of the associated projects is updated;
and the project deleting unit is used for deleting the project by a trade specialist after the project is generated. Deleting the asset generation project after the asset decision-making change is approved and the scheduling asset change exchange is confirmed;
the project online unit is used for confirming the scheduling project, and the trade specialist can submit to an online state within 5 working days before and after the pre-sending time; if the difference between the actual submitting online time and the pre-sending time is more than 5 working days, the online can not be submitted, and a trade specialist initiates a scheduling change approval process in advance;
the project notification unit is used for initiating short message notification to the designated project and sending service fee and interest reminding short messages to the project manager. Different short message templates can be displayed according to different exchanges.
In the description herein, references to the description of the terms "one embodiment," "certain embodiments," "an illustrative embodiment," "an example," "a specific example," or "some examples," etc., mean that a particular feature, structure, material, or characteristic described in connection with the embodiment or example is included in at least one embodiment or example of the invention. In this specification, schematic representations of the above terms do not necessarily refer to the same embodiment or example. Furthermore, the particular features, structures, materials, or characteristics described may be combined in any suitable manner in any one or more embodiments or examples.
In summary, although the present invention has been described with reference to the preferred embodiments, the above-described preferred embodiments are not intended to limit the present invention, and those skilled in the art can make various changes and modifications without departing from the spirit and scope of the present invention, therefore, the scope of the present invention shall be determined by the appended claims.

Claims (8)

1. A project scheduling management method is characterized in that: the method comprises the following steps:
asset information management, wherein a service manager is responsible for managing assets;
scheduling management, namely, uniformly allocating the asset release time and the amount of money and performing scheduling management by a trade specialist according to the asset and fund conditions;
plan management, wherein a trade specialist initiates submission of scheduling confirmation information, a plurality of projects can be selected according to query conditions, and the projects are moved from a to-be-scheduled list to a scheduled list after approval is passed;
and (4) project management, wherein a trade specialist uniformly allocates the resource project according to the assets and scheduling conditions in the system. The trade specialist can update and inquire the project and generate the project according to the schedule in the project management.
2. The project scheduling management method according to claim 1, wherein: the asset information management and the service manager are responsible for managing the assets and comprise the following steps:
newly adding assets, exporting asset information according to the expiration time range, the information conditions of the business department and the exchange through the system data expiration project details, merging a plurality of expiration details which expire in the same day of the same enterprise to generate a new asset, and not repeatedly exporting the exported assets;
the asset query is used for providing an asset list display function and supporting query conditions according to the name of a borrower, an expiration time range, a business department, a trading exchange, a renewal state and a scheduling state;
and (4) exporting the asset statistics, summarizing the due amount and the pre-issued amount according to conditions, displaying the sum on a list, and inquiring and counting the asset statistics table according to the conditions and exporting the asset statistics table.
3. The project scheduling management method according to claim 1, wherein: the scheduling management, the transaction specialist carries out unified allocation and scheduling management on the asset release time and the amount according to the asset and fund conditions, and comprises the following steps:
the scheduling classification comprises four types of scheduling to be determined, scheduled, on-line and abolished according to different stages of a project;
the scheduling inquiry is carried out, and a scheduling table is exported according to condition inquiry according to the name of the borrower, the due time range, the pre-sending time range, the business department, the pre-sending exchange and the pre-sending state condition;
and schedule change for changing the schedule to be confirmed and the schedule already confirmed, wherein the schedule of the item which is on line cannot be changed.
4. The project scheduling management method according to claim 1, wherein: and (4) managing the project, wherein the trading special staff uniformly allocates the resource project according to the assets and the scheduling conditions in the system. In the project management, the transaction specialist can update and inquire the project and generate the project according to the schedule, and the project comprises the following steps:
and (4) changing the project, wherein after the project is generated, the transaction specialist can initiate the change to the project. If the projects generated by the same series of project information can be modified, the series of project information templates can be modified, and batch change is initiated and the template information content of the associated projects is updated;
and deleting the project, wherein after the project is generated, the transaction specialist can delete the project. Deleting the asset generation project after the asset decision-making change is approved and the scheduling asset change exchange is confirmed;
the project can be on-line, and the trade specialist can submit to the on-line state within 5 working days before and after the pre-sending time after the scheduling project is confirmed; if the difference between the actual submitting online time and the pre-sending time is more than 5 working days, the online can not be submitted, and a trade specialist initiates a scheduling change approval process in advance;
and item notification, namely initiating short message notification to the specified item and sending service fee and interest reminding short messages to an item manager. Different short message templates can be displayed according to different exchanges.
5. A project scheduling management system, characterized by: the system comprises an asset information management module, a scheduling management module, a plan management module and a project management module;
the asset information management module is used for managing assets by a service manager;
the scheduling management module is used for uniformly allocating and scheduling the asset release time and the amount of money by a transaction specialist according to the asset and fund conditions;
the plan management module is used for initiating the submission of scheduling confirmation information by a trade specialist, selecting a plurality of projects according to query conditions, and moving from a to-be-scheduled list to a scheduled list after the projects are approved;
and the project management module is used for uniformly allocating the resource projects by trade special staff according to the assets and the scheduling conditions in the system. The trade specialist can update and inquire the project and generate the project according to the schedule in the project management.
6. The project scheduling management system according to claim 5, wherein: the asset information management module comprises an asset adding unit, an asset query unit and an asset statistic derivation unit;
the asset adding unit is used for exporting asset information according to the system data due project detail, the due time range, the business department and the exchange information conditions, for a plurality of due details which expire in the same day of the same enterprise, a new asset needs to be generated by combination, and the exported asset is not repeatedly exported;
the asset query unit is used for providing an asset list display function and supporting query conditions according to the name of a borrower, an expiration time range, a business department, a trading exchange, a renewal state and a scheduling state;
and the asset statistics derivation unit is used for summarizing the due amount and the pre-sent amount according to conditions, displaying the sum on a list, and supporting inquiring and counting an asset statistics table according to the conditions and deriving the asset statistics table.
7. The project scheduling management system according to claim 5, wherein: the scheduling management module comprises a scheduling classification unit, a scheduling query unit and a scheduling change unit;
the scheduling classification unit is used for classifying the scheduling to be determined, the determined scheduling, the online and the abolished according to different stages of the project;
the scheduling query unit is used for carrying out condition query and exporting a scheduling list according to the name of the borrower, the due time range, the pre-sending time range, the business department, the pre-sending exchange and the pre-sending state condition;
the schedule changing unit is used for changing the schedule to be confirmed and the schedule already confirmed, and the schedule of the item which is on line cannot be changed.
8. The project scheduling management system according to claim 5, wherein: the item management module comprises an item changing unit, an item deleting unit, an item on-line unit and an item notification unit;
and the project changing unit is used for initiating the change of the project by a trade specialist after the project is generated. If the projects generated by the same series of project information can be modified, the series of project information templates can be modified, and batch change is initiated and the template information content of the associated projects is updated;
and the project deleting unit is used for deleting the project by a trade specialist after the project is generated. Deleting the asset generation project after the asset decision-making change is approved and the scheduling asset change exchange is confirmed;
the project online unit is used for confirming the scheduling project, and the trade specialist can submit to an online state within 5 working days before and after the pre-sending time; if the difference between the actual submitting online time and the pre-sending time is more than 5 working days, the online can not be submitted, and a trade specialist initiates a scheduling change approval process in advance;
the project notification unit is used for initiating short message notification to the designated project and sending service fee and interest reminding short messages to the project manager. Different short message templates can be displayed according to different exchanges.
CN202010824937.6A 2020-08-17 2020-08-17 Project scheduling management method and system Pending CN111932214A (en)

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