CN113256243A - Project budget full life cycle management device and method - Google Patents
Project budget full life cycle management device and method Download PDFInfo
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Abstract
The invention provides a project budget full life cycle management method and a device, relating to the technical field of project management, wherein the management device comprises an authority control module, a data processing module and a data processing module, wherein the authority control module is used for establishing a global authority control mechanism and controlling the authority of project budget in a multi-dimension way on a plurality of levels; the flow control module is used for determining the current working scene and customizing a working flow for the project budget according to the working scene; the process supervising module is used for establishing an automatic supervising mechanism and supervising project budget according to the automatic supervising mechanism; the information association module is used for establishing internal association for the data in the project budget based on the dependency relationship among the data in the project budget.
Description
Technical Field
The invention relates to the technical field of project management, in particular to a project budget full life cycle management device and method.
Background
The scientific and technological project is a project which is independently established by taking scientific research and technical development as contents and aims to solve the scientific and technological problems in economic and social development. At present, a plurality of bank information science and technology projects are provided, how to evaluate reasonable budgets around the requirements and plans of various science and technology projects, budget planning is completed through a strict auditing process, and effective process tracking is carried out on the actual execution condition of the budget, so that a problem to be solved in science and technology budget management is formed.
Most of the conventional science and technology budget management comprehensively considers the science and technology budget amount, the science and technology productivity, the work plan and the like in the past year, and multiplies a certain discount coefficient to form a plurality of large budget pools, even only one whole budget amount, and a small number of colleagues fill in science and technology budget details through Excel table files, but the detailed budget planning and execution management are difficult to realize.
Disclosure of Invention
In view of the above, the present invention is directed to a project budget full lifecycle management apparatus and method to solve one or all of the problems mentioned in the background above.
In view of the above object, the present invention provides a project budget full lifecycle management apparatus, comprising:
the authority control module is used for establishing a global authority control mechanism and controlling the authority of the project budget in a multi-dimension way on a plurality of layers; the layers comprise a department layer, a user group layer and a process node layer, and the permission comprises checking, auditing, updating and exporting;
the flow control module is used for determining the current working scene and customizing a working flow for the project budget according to the working scene; the working scene comprises a budget requirement collection scene, a forward budget confirmation scene and a budget detail compiling scene;
the process supervising module is used for establishing an automatic supervising mechanism and supervising project budget according to the automatic supervising mechanism;
the information association module is used for establishing internal association for the data in the project budget based on the dependency relationship among the data in the project budget; the dependency relationship comprises the dependency relationship between two or more of budget demand and transfer budget, budget details, purchase request forms and contracts.
Optionally, the right control module specifically includes:
the first control unit is used for limiting management personnel to check the project budget of the corresponding department on the department level;
the second control unit is used for setting an independent project budget permission range for each user group on the user group level;
and the third control unit is used for endowing different operation authorities to different operation users at the flow node level and verifying the authority of the operation users.
Optionally, the process control module specifically includes:
the scene determining unit is used for determining the current working scene and acquiring the requirement of the current working scene;
the fourth control unit is used for customizing corresponding filling and approval processes for budget information according to the requirements of the current working scene;
and the fifth control unit is used for customizing corresponding processing tasks and user permissions for the process nodes according to the requirements of the current working scene.
Optionally, the process supervision module specifically includes:
the mechanism establishing unit is used for establishing a mail supervising and entering mechanism;
and the project supervising and entering unit is used for carrying out mail supervising and entering reminding on the project budget at each flow stage according to the mail supervising and entering mechanism.
Optionally, the information association module specifically includes:
the first association unit is used for automatically generating budget details after budgeting requirements and conjugal budget finalization, establishing association between the budget requirements and conjugal budgets and the corresponding budget details through internal numbers, and transmitting the related information of the budget requirements and the conjugal budgets to the budget details;
the second association unit is used for establishing association between the purchase request form and the corresponding budget detail through the budget number according to the budget number in the budget detail when the purchase request form is registered;
the third association unit is used for establishing association between the contract and the corresponding purchase application form through the application detail information according to the application detail information of the purchase application form when registering the contract;
and the fourth association unit is used for establishing association between the payment information and the corresponding contract through the contract number when the payment registration is carried out.
Optionally, the project budget full lifecycle management apparatus further comprises:
and the version control module is used for updating and saving the project budget.
Optionally, the version control module specifically includes:
the current version control unit is used for automatically storing and updating the changed information after the data information of the project budget is changed;
and the historical version control unit is used for filing the data information of the version before the budget of the current project.
Optionally, the project budget full lifecycle management apparatus further comprises:
and the history backtracking module is used for recording and storing revision information of the data information of the project budget and providing backtracking modes of project budgets of different versions.
Optionally, the history backtracking module specifically includes:
a record holding unit for recording and holding revision information of the data information of the project budget;
and the version backtracking unit is used for backtracking the revision information.
Further, the invention also provides a project budget full life cycle management method, which comprises the following steps:
establishing a global authority control mechanism, and controlling the authority of project budget in a multi-dimension way on a plurality of layers; the layers comprise a department layer, a user group layer and a process node layer, and the permission comprises checking, auditing, updating and exporting;
determining a current working scene, and customizing a working process for the project budget according to the working scene; the working scene comprises a budget requirement collection scene, a forward budget confirmation scene and a budget detail compiling scene;
establishing an automatic supervising and entering mechanism, and supervising and entering project budget according to the automatic supervising and entering mechanism;
establishing internal association for the data in the project budget based on the dependency relationship among the data in the project budget; the dependency relationship comprises the dependency relationship between two or more of budget demand and transfer budget, budget details, purchase request forms and contracts.
Further, the present invention also provides an electronic device, which includes a memory, a processor and a computer program stored in the memory and executable on the processor, wherein the processor executes the program to implement the steps of the project budget full life cycle management method according to any one of the above methods.
Further, the present invention also provides a non-transitory computer readable storage medium having stored thereon a computer program which, when executed by a processor, implements the steps of a project budget full lifecycle management method as described in any of the above.
From the above, it can be seen that the project budget full life cycle management device and method provided by the present invention, through the authority control module and the corresponding method, realize global authority control, limit the propagation range of sensitive budget information, ensure information security, through the version control module and the corresponding method, perform automatic version control, reduce labor cost and operation risk, support real-time data update, through the flow control module and the corresponding method, customize flow control, ensure flow integrity, support parallel and efficient processing of each budget project, through the process supervision module and the corresponding method, according to different scene needs, realize automatic mail supervision reminding, improve supervision efficiency, reduce manual supervision workload, establish information association of the full flow through the information association module and the corresponding method, realize budget information management of the full life cycle, the project budget full-life cycle management device and the project budget full-life cycle management method support data correlation query and display of all parts, achieve multi-angle and omnibearing system optimization, reduce management and operation thresholds of science and technology budget management, improve operation experience of users, meet fine management of a full-life cycle of science and technology budget extraction-budget extraction by realizing system functions of key work such as budget demand collection, carry-over budget confirmation, budget detail compilation and budget execution statistics in a systematic way, simplify related processes, strengthen authority and process control, reduce operation risks possibly brought by manual Excel maintenance, improve operation experience of users at the same time, and enable filling, searching and retaining of information to be more convenient and standard.
Drawings
In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the drawings used in the description of the embodiments or the prior art will be briefly described below, it is obvious that the drawings in the following description are only some embodiments of the present invention, and for those skilled in the art, other drawings can be obtained according to the drawings without creative efforts.
FIG. 1 is a first schematic structural diagram of a project budget full lifecycle management apparatus according to the present invention;
FIG. 2 is a schematic diagram of a specific structure of a rights control module in the project budget full lifecycle management apparatus according to the present invention;
FIG. 3 is a schematic structural diagram of a flow control module in the project budget full lifecycle management apparatus according to the present invention;
FIG. 4 is a schematic structural diagram of a process supervision module in the project budget full life cycle management apparatus according to the present invention;
FIG. 5 is a schematic structural diagram of an information association module in the project budget full lifecycle management apparatus according to the present invention;
FIG. 6 is a schematic structural diagram of a project budget full lifecycle management apparatus according to a second embodiment of the present invention;
FIG. 7 is a schematic structural diagram of a version control module in the project budget full lifecycle management apparatus according to the present invention;
FIG. 8 is a third schematic structural diagram of a project budget full lifecycle management apparatus according to the present invention;
FIG. 9 is a schematic structural diagram of a history backtracking module in the project budget full lifecycle management apparatus according to the present invention;
FIG. 10 is a first flowchart illustrating a project budget full lifecycle management method according to the present invention;
FIG. 11 is a flowchart illustrating a step S100 of the project budget full lifecycle management method according to the present invention;
FIG. 12 is a flowchart illustrating a step S200 of the project budget full lifecycle management method according to the present invention;
FIG. 13 is a flowchart illustrating a step S300 of the project budget full lifecycle management method according to the present invention;
FIG. 14 is a flowchart illustrating a step S400 of the project budget full lifecycle management method according to the present invention;
FIG. 15 is a flowchart illustrating a second method for managing a project budget full lifecycle according to the present invention;
FIG. 16 is a flowchart illustrating a step S500 of the project budget full lifecycle management method according to the present invention;
FIG. 17 is a third flowchart illustrating a project budget full lifecycle management method of the present invention;
FIG. 18 is a flowchart illustrating a step S600 in the project budget full lifecycle management method according to the present invention;
fig. 19 is a flowchart of an electronic device provided by the present invention.
Detailed Description
In order to make the objects, technical solutions and advantages of the present invention more apparent, the present invention is described in further detail below with reference to specific embodiments and the accompanying drawings.
It is to be noted that technical terms or scientific terms used in the embodiments of the present invention should have the ordinary meanings as understood by those having ordinary skill in the art to which the present disclosure belongs, unless otherwise defined. The use of "first," "second," and similar terms in this disclosure is not intended to indicate any order, quantity, or importance, but rather is used to distinguish one element from another. The word "comprising" or "comprises", and the like, means that the element or item listed before the word covers the element or item listed after the word and its equivalents, but does not exclude other elements or items. The terms "connected" or "coupled" and the like are not restricted to physical or mechanical connections, but may include electrical connections, whether direct or indirect. "upper", "lower", "left", "right", and the like are used merely to indicate relative positional relationships, and when the absolute position of the object being described is changed, the relative positional relationships may also be changed accordingly.
As a preferred embodiment of the present invention, the present invention provides a project budget full lifecycle management apparatus, comprising:
the authority control module is used for establishing a global authority control mechanism and controlling the authority of the project budget in a multi-dimension way on a plurality of layers; the layers comprise a department layer, a user group layer and a process node layer, and the permission comprises checking, auditing, updating and exporting;
the flow control module is used for determining the current working scene and customizing a working flow for the project budget according to the working scene; the working scene comprises a budget requirement collection scene, a forward budget confirmation scene and a budget detail compiling scene;
the process supervising module is used for establishing an automatic supervising mechanism and supervising project budget according to the automatic supervising mechanism;
and the information association module is used for establishing internal association for the data in the project budget.
Further, the invention also provides a project budget full life cycle management method, which comprises the following steps:
establishing a global authority control mechanism, and controlling the authority of project budget in a multi-dimension way on a plurality of layers; the layers comprise a department layer, a user group layer and a process node layer, and the permission comprises checking, auditing, updating and exporting;
determining a current working scene, and customizing a working process for the project budget according to the working scene; the working scene comprises a budget requirement collection scene, a forward budget confirmation scene and a budget detail compiling scene;
establishing an automatic supervising and entering mechanism, and supervising and entering project budget according to the automatic supervising and entering mechanism;
internal associations are established for data within the project budget.
Through the project budget full life cycle management device and method, global authority control is realized through an authority control module and a corresponding method, the propagation range of sensitive budget information is limited, information safety is ensured, automatic version control is carried out through the version control module and the corresponding method, labor cost and operation risk are reduced, real-time data updating is supported, flow control is customized through the authority control module and the corresponding method, the complete flow is ensured, parallel and efficient processing of all budget projects is supported, automatic mail supervision reminding is realized through a process supervision module and a corresponding method according to different scene requirements, supervision efficiency is improved, the workload of supervision is reduced, full flow information association is established through an information association module and a corresponding method, budget information management of the full life cycle is realized, and data association query of all parts is supported, The project budget full-life-cycle management device and the project budget full-life-cycle management method realize multi-angle and all-around system optimization, reduce management and operation thresholds of science and technology budget management, and improve operation experience of users.
The following describes a preferred embodiment of the project budget full lifecycle management apparatus and method according to the present invention with reference to the accompanying drawings.
Because the budget information of the project belongs to sensitive information, the traditional scientific and technological budget management mode is difficult to effectively control the user viewing authority and the information transmission range, and the risk of leakage of the budget information exists. The traditional scientific and technological budget management mode mainly develops budget collection, confirmation, audit and other processes through the mail transmission direction, the circulation efficiency is low, and the completeness of the process and the real-time check of the process state are difficult to guarantee. In the traditional scientific and technological budget management mode, in the processes of budget requirement collection, knot budget confirmation, budget detail compilation and the like, a person needs to manually supervise the relevant project responsible persons one by one through mails and telephones to process budget information of each link, so that the workload is huge, and the efficiency is low. The traditional scientific and technological budget management mode has mutually independent multiple tasks of budget requirement collection, budget transfer confirmation, budget detail compilation, purchase application form, contract, payment and the like, the data relation of each part is manually registered and maintained through an Excel form file, the workload is huge, the data statistics is lagged, and the data association query is difficult to carry out.
In summary, in the conventional scientific and technological budget management manner, in each link of budget requirement collection, forward budget confirmation, budget specification compilation and the like, different users need to frequently update Excel files, and meanwhile, repeated communication confirmation is performed through telephone and mails, so that the operation experience is poor.
Referring to fig. 1, the management apparatus includes:
and the authority control module 100 is used for establishing a global authority control mechanism and controlling the authority of the project budget in a multi-dimension way at multiple levels. The layers comprise a department layer, a user group layer, a process node layer and the like, and the permission comprises the permission of checking, auditing, updating, exporting and the like.
A global authority control mechanism is established in the authority control module 100, and the authority of checking, auditing, updating, exporting and the like of the project budget information is controlled in a multi-dimensional manner from the levels of departments, user groups, process nodes and the like.
The flow control module 200 is used for determining a current working scene and customizing a working flow for project budget according to the working scene; the working scenes comprise a budget requirement collection scene, a transfer budget confirmation scene and a budget detail planning scene.
In the flow control module 200, the work flow is customized for the project budget according to the requirements of different work scenarios such as budget requirement collection, knot budget confirmation, budget specification compilation and the like, automatic flow transfer is realized, the parallel and efficient processing of each project is realized while the integrity of the flow is ensured, and the flow states of each project are checked in real time.
And the process supervising and advancing module 300 is used for establishing an automatic supervising and advancing mechanism and supervising and advancing project budget according to the automatic supervising and advancing mechanism.
An automatic mail supervising and feeding mechanism is established in the process supervising and feeding module 300, the mail supervising and feeding mechanism can be customized according to requirements, automatic supervising and feeding reminding of mails is achieved according to customizable rules in scenes such as flow transition, overtime tasks and the like, and meanwhile customized batch mail supervising and feeding reminding can be supported.
The information association module 400 is used for establishing internal association for the data in the project budget based on the dependency relationship among the data in the project budget; the dependency relationship comprises the dependency relationship between two or more of budget demand and transfer budget, budget details, purchase request forms and contracts. The data related to the project budgets of all links such as budget requirement collection, budget transfer confirmation, budget detail compilation, purchase application form, contract, payment and the like are internally associated in a systematic mode, so that the mutual dependence and association of all scene data are realized, and the requirements of associated inquiry and display of all parts of data are met.
Data of all links such as budget requirement collection, budget transfer confirmation, budget detail compilation, purchase application form, contract, payment and the like are established in the information association module 400 in an internal association mode in a systematic mode, and data association query and display of all the links are supported.
Referring to fig. 2, the right control module 100 specifically includes:
the first control unit 110 is configured to, at a department level, limit a manager to view the project budget of a corresponding department, that is, the department manager can only view the project and the project budget of the department.
And the second control unit 120 is used for setting up an independent project budget permission range for each user group at the user group level.
The third control unit 130 is configured to, at a process node level, assign different operation permissions to different operation users and perform permission check on the operation users, specifically, all process nodes can distinguish user groups, managers and approvers, assign different operation permissions to different operation users, and perform dual permission check on a foreground and a background at the same time, so as to block a budget information leakage channel, minimize an information propagation range, and ensure information security.
Referring to fig. 3, the flow control module 200 specifically includes:
the scenario determining unit 210 is configured to determine a current working scenario, and obtain a requirement of the current working scenario, that is, obtain requirements under different working scenarios, such as budget requirement collection, forward budget confirmation, budget specification planning, and the like.
And the fourth control unit 220 is configured to customize a corresponding filing and approval process for the budget information according to the requirements of the current working scenario.
And a fifth control unit 230, configured to customize a corresponding processing task and user permission for the process node according to the needs of the current working scenario.
Referring to fig. 4, the process supervising module 300 specifically includes:
the mechanism establishing unit 310 is configured to establish an automatic mail entry mechanism, and in this embodiment, the automatic mail entry mechanism can be customized according to the requirement.
The project supervising unit 320 is configured to perform mail supervising reminding on the project budget in each flow stage according to a mail supervising mechanism in scenes such as flow circulation, task overtime and the like, that is, to send a process task processing notification according to a mail template corresponding to a specified node when the project budget reaches each flow node, and to send a corresponding mail reminding according to different overtime time limits if the task is not processed in a preset time, and to support custom batch mail supervising reminding.
Referring to fig. 5, the information association module 400 specifically includes:
a first association unit 410, configured to automatically generate a budget detail after the budget requirement and the transfer budget are finalized, establish association between the budget requirement and the transfer budget and the corresponding budget detail through an internal number at a database level, and transmit relevant information (a project name, a requirement proposing department, a requirement principal, a technical office, a technical principal, and the like) of the budget requirement and the transfer budget to the budget detail;
a second association unit 420, configured to, when the purchase application form is registered, because a budget source of the purchase application form needs to refer to a budget number in the budget specification, establish an association between the purchase application form and a corresponding budget specification through the budget number according to the budget number in the budget specification;
and a third association unit 430, configured to establish, when registering a contract, association between the contract and a corresponding purchase application form through the application detail information according to the application detail information of the purchase application form, because the contract needs to refer to the application detail information of the purchase application form.
A fourth associating unit 440 for establishing, at the time of payment registration, an association of the payment information with the corresponding contract by the contract number since all payments are based on the existing contract.
The technical project is numerous, the traditional technical budget management mode relates to frequent adjustment of project budget information of multiple departments (even multiple rooms) in multiple links such as budget demand collection, forward budget confirmation, budget detail compilation and the like, large and small file versions need to be repeatedly synchronized and updated, the workload is huge, operation risks exist, and data updating omission or errors are easily caused.
Referring to fig. 6, unlike the above embodiment, the management apparatus further includes:
and the version control module 500 is used for updating and saving the project budget.
In the version control module 500, all the information of the project budget is maintained by the system, the complicated version control is automatically processed by the system background, after the project budget information is changed, the system automatically stores the updated data, automatically files the data of the previous version, records the system log, reduces the labor cost and the operation risk, and meets the requirement of inquiring, displaying and exporting the latest project budget information by the system at any time.
Referring to fig. 7, the version control module 500 specifically includes:
and the current version control unit 510 is configured to, after the data information of the project budget is changed, automatically save and update the changed information.
And a historical version control unit 520, configured to archive the data information of the version before the budget of the current project. Therefore, the system logs can be recorded, the labor cost and the operation risk are reduced, and the requirements of inquiring, displaying and exporting the latest project budget information through the system at any time are met.
The traditional scientific and technological budget management mode is difficult to record the budget information change condition of each project in each version, and the revision history of the budget information cannot be traced.
Referring to fig. 8, unlike the above embodiment, the management apparatus further includes:
the history backtracking module 600 is configured to record and store revision information of the data information of the project budget, and provide a backtracking manner for project budgets of different versions.
In the history backtracking module 600, the revision information of the data information of the project budget is automatically recorded in a systematic manner, that is, the history information recording is completed, the reasons for revising the project budgets of different versions are saved, and meanwhile, a corresponding query manner is provided, so that the history information of each project budget can be conveniently and rapidly backtracked.
Referring to fig. 9, the history backtracking module 600 specifically includes:
the record storage unit 610 is used for recording and storing the revision information of the data information of the project budget, and realizing the automatic recording of the revision information of the data information of the project budget in a systematic way.
The version backtracking unit 620 is configured to backtrack the revision information, and for the reason that the record storage unit 610 stores the project budget revisions of different versions, a corresponding query manner may be provided at the same time, so as to facilitate fast backtracking of the history information of each project budget.
The following describes the project budget full-life-cycle management apparatus provided by the present invention, and the project budget full-life-cycle management apparatus described below and the project budget full-life-cycle management method described above may be referred to in correspondence with each other.
Because the budget information of the project belongs to sensitive information, the traditional scientific and technological budget management mode is difficult to effectively control the user viewing authority and the information transmission range, and the risk of leakage of the budget information exists. The traditional scientific and technological budget management mode mainly develops budget collection, confirmation, audit and other processes through the mail transmission direction, the circulation efficiency is low, and the completeness of the process and the real-time check of the process state are difficult to guarantee. In the traditional scientific and technological budget management mode, in the processes of budget requirement collection, knot budget confirmation, budget detail compilation and the like, a person needs to manually supervise the relevant project responsible persons one by one through mails and telephones to process budget information of each link, so that the workload is huge, and the efficiency is low. The traditional scientific and technological budget management mode has mutually independent multiple tasks of budget requirement collection, budget transfer confirmation, budget detail compilation, purchase application form, contract, payment and the like, the data relation of each part is manually registered and maintained through an Excel form file, the workload is huge, the data statistics is lagged, and the data association query is difficult to carry out.
In summary, in the conventional scientific and technological budget management manner, in each link of budget requirement collection, forward budget confirmation, budget specification compilation and the like, different users need to frequently update Excel files, and meanwhile, repeated communication confirmation is performed through telephone and mails, so that the operation experience is poor.
Referring to fig. 10, the management method includes the following steps:
s100, establishing a global authority control mechanism, and controlling the authority of the project budget in a multi-dimension way on a plurality of layers. The layers comprise a department layer, a user group layer, a process node layer and the like, and the permission comprises the permission of checking, auditing, updating, exporting and the like.
In step S100, a global authority control mechanism is established, and permissions such as checking, auditing, updating, deriving, and the like of the project budget information are controlled in a multi-dimensional manner from the levels of departments, user groups, process nodes, and the like.
S200, determining a current working scene, and customizing a working process for project budget according to the working scene; the working scenes comprise a budget requirement collection scene, a transfer budget confirmation scene and a budget detail planning scene.
In step S200, the work flow is customized for the project budget according to the requirements of different work scenarios, such as budget requirement collection, forward budget confirmation, budget specification compilation, etc., so as to implement automatic flow transfer, and while ensuring the integrity of the flow, implement parallel and efficient processing of each project, and support to view the flow states of each project in real time.
S300, establishing an automatic supervising and advancing mechanism, and supervising and advancing project budget according to the automatic supervising and advancing mechanism.
And an automatic mail supervising and entering mechanism is established in the step S300, the mail supervising and entering mechanism can be customized according to requirements, automatic supervising and entering reminding of mails is realized according to customizable rules in scenes such as flow transition, overtime tasks and the like, and customized batch mail supervising and entering reminding can be supported.
S400, establishing internal association for the data in the project budget based on the dependency relationship among the data in the project budget; the dependency relationship comprises the dependency relationship between two or more of budget demand and transfer budget, budget details, purchase request forms and contracts. The data related to the project budgets of all links such as budget requirement collection, budget transfer confirmation, budget detail compilation, purchase application form, contract, payment and the like are internally associated in a systematic mode, so that the mutual dependence and association of all scene data are realized, and the requirements of associated inquiry and display of all parts of data are met.
In step S400, data of each link, such as budget requirement collection, budget transfer confirmation, budget detail compilation, purchase application form, contract, payment, etc., are associated in a systematic manner, so as to support data association query and display of each portion.
Referring to fig. 11, step S100 specifically includes the following steps:
and S110, limiting the managers to check the project budgets of the corresponding departments at the department level, namely the department managers can only check the projects and the project budgets of the departments.
And S120, setting an independent project budget permission range for each user group on the user group level.
S130, at the flow node level, different operation authorities are given to different operation users, authority verification is conducted on the operation users, specifically, all flow nodes can distinguish user groups, managers and approvers, different operation authorities are given to different operation users, double authority verification is conducted on the foreground and the background, budget information leakage channels are blocked, information propagation range is minimized, and information safety is guaranteed.
Referring to fig. 12, step S200 specifically includes the following steps:
s210, determining the current working scene, and acquiring the requirements of the current working scene, namely acquiring the requirements under different working scenes such as budget requirement collection, transfer budget confirmation, budget detail compilation and the like.
And S220, customizing corresponding filling and approval processes for the budget information according to the requirements of the current working scene.
And S230, customizing corresponding processing tasks and user permissions for the process nodes according to the requirements of the current working scene.
Referring to fig. 13, step S300 specifically includes the following steps:
s310, an automatic mail supervising and entering mechanism is established, and in the embodiment, the mail supervising and entering mechanism can be customized according to requirements.
S320, in the scenes of flow circulation, overtime task and the like, according to a mail supervising mechanism, mail supervising reminding is carried out on the project budget in each flow stage, namely, when the project budget reaches each flow node, a flow task processing notice is sent out according to a mail template corresponding to a specified node, if the task is not processed in the preset time, corresponding mail reminding is sent out according to different overtime time limits, and meanwhile, customized batch mail supervising reminding is supported.
Referring to fig. 14, the step S400 specifically includes the following steps:
s410, after the budget requirement and the transfer budget are finalized, automatically generating budget details, establishing association between the budget requirement and the transfer budget and the corresponding budget details through internal numbering at a database level, and transmitting relevant information (a project name, a requirement proposing department, a requirement responsible person, a technical department room, a technical responsible person and the like) of the budget requirement and the transfer budget to the budget details;
s420, when the purchase application form is registered, because the budget source of the purchase application form needs to quote the budget number in the budget specification, establishing the association between the purchase application form and the corresponding budget specification through the budget number according to the budget number in the budget specification;
and S430, when registering the contract, establishing the association between the contract and the corresponding purchase application form through the application detail information according to the application detail information of the purchase application form because the contract needs to quote the application detail information of the purchase application form.
S440, when the payment registration is carried out, because all the payments are based on the existing contracts, the association of the payment information and the corresponding contracts is established through the contract numbers.
The technical project is numerous, the traditional technical budget management mode relates to frequent adjustment of project budget information of multiple departments (even multiple rooms) in multiple links such as budget demand collection, forward budget confirmation, budget detail compilation and the like, large and small file versions need to be repeatedly synchronized and updated, the workload is huge, operation risks exist, and data updating omission or errors are easily caused.
Referring to fig. 15, in difference to the above embodiment, the management method further includes:
and S500, updating and saving the project budget.
In step S500, all the information of the project budget is maintained by the system, the complex version control is automatically processed by the system background, after the project budget information is changed, the system automatically stores the updated data, automatically files the data of the previous version, records the system log, and meets the requirement of querying, displaying and exporting the latest project budget information by the system at any time while reducing the labor cost and the operation risk.
Referring to fig. 16, step S500 specifically includes the following steps:
and S510, after the data information of the project budget is changed, automatically storing and updating the changed information.
And S520, archiving the data information of the version before the budget of the current project. Therefore, the system logs can be recorded, the labor cost and the operation risk are reduced, and the requirements of inquiring, displaying and exporting the latest project budget information through the system at any time are met.
The traditional scientific and technological budget management mode is difficult to record the budget information change condition of each project in each version, and the revision history of the budget information cannot be traced.
Referring to fig. 17, the management apparatus further includes the following steps, different from the above embodiment:
s600, recording and storing revision information of the data information of the project budget, and providing a backtracking mode of project budgets of different versions.
In step S600, the revision information of the data information of the project budget is automatically recorded in a systematic manner, that is, the history information record is completed, the reasons for revising the project budgets of different versions are saved, and meanwhile, a corresponding query manner is provided, so that the history information of each project budget can be quickly traced.
Referring to fig. 18, step S600 specifically includes the following steps:
and S610, recording and storing the revision information of the data information of the project budget, and realizing the automatic recording of the revision information of the data information of the project budget in a systematic mode.
S620, backtracking the revision information, wherein due to the reason that the revision of the project budgets of different versions is stored in the step S610, a corresponding query mode can be provided, and the quick backtracking of the historical information of each project budget is facilitated.
Fig. 19 illustrates a physical structure diagram of an electronic device, and as shown in fig. 19, the electronic device may include: a processor (processor)810, a communication Interface 820, a memory 830 and a communication bus 840, wherein the processor 810, the communication Interface 820 and the memory 830 communicate with each other via the communication bus 840. The processor 810 may invoke logic instructions in the memory 830 to perform a project budget full lifecycle management method, comprising the steps of:
s100, establishing a global authority control mechanism, and controlling the authority of the project budget in a multi-dimension way on a plurality of layers. The layers comprise a department layer, a user group layer, a process node layer and the like, and the permission comprises the permission of checking, auditing, updating, exporting and the like.
S200, determining a current working scene, and customizing a working process for project budget according to the working scene; the working scenes comprise a budget requirement collection scene, a transfer budget confirmation scene and a budget detail planning scene.
S300, establishing an automatic supervising and advancing mechanism, and supervising and advancing project budget according to the automatic supervising and advancing mechanism.
S400, establishing internal association for the data in the project budget based on the dependency relationship among the data in the project budget; the dependency relationship comprises the dependency relationship between two or more of budget demand and transfer budget, budget details, purchase request forms and contracts. The data related to the project budgets of all links such as budget requirement collection, budget transfer confirmation, budget detail compilation, purchase application form, contract, payment and the like are internally associated in a systematic mode, so that the mutual dependence and association of all scene data are realized, and the requirements of associated inquiry and display of all parts of data are met.
In addition, the logic instructions in the memory 830 may be implemented in software functional units and stored in a computer readable storage medium when the logic instructions are sold or used as independent products. Based on such understanding, the technical solution of the present invention may be embodied in the form of a software product, which is stored in a storage medium and includes instructions for causing a computer device (which may be a personal computer, a server, or a network device) to execute all or part of the steps of the method according to the embodiments of the present invention. And the aforementioned storage medium includes: a U-disk, a removable hard disk, a Read-Only Memory (ROM), a Random Access Memory (RAM), a magnetic disk or an optical disk, and other various media capable of storing program codes.
In another aspect, the present invention also provides a computer program product comprising a computer program stored on a non-transitory computer readable storage medium, the computer program comprising program instructions which, when executed by a computer, enable the computer to perform a project budget full lifecycle management method provided by the above methods, the management method comprising the steps of:
s100, establishing a global authority control mechanism, and controlling the authority of the project budget in a multi-dimension way on a plurality of layers. The layers comprise a department layer, a user group layer, a process node layer and the like, and the permission comprises the permission of checking, auditing, updating, exporting and the like.
S200, determining a current working scene, and customizing a working process for project budget according to the working scene; the working scenes comprise a budget requirement collection scene, a transfer budget confirmation scene and a budget detail planning scene.
S300, establishing an automatic supervising and advancing mechanism, and supervising and advancing project budget according to the automatic supervising and advancing mechanism.
S400, establishing internal association for the data in the project budget based on the dependency relationship among the data in the project budget; the dependency relationship comprises the dependency relationship between two or more of budget demand and transfer budget, budget details, purchase request forms and contracts. The data related to the project budgets of all links such as budget requirement collection, budget transfer confirmation, budget detail compilation, purchase application form, contract, payment and the like are internally associated in a systematic mode, so that the mutual dependence and association of all scene data are realized, and the requirements of associated inquiry and display of all parts of data are met.
In yet another aspect, the present invention also provides a non-transitory computer readable storage medium having stored thereon a computer program that when executed by a processor is implemented to perform the above-provided project budget full life cycle management method, the management method comprising the steps of:
s100, establishing a global authority control mechanism, and controlling the authority of the project budget in a multi-dimension way on a plurality of layers. The layers comprise a department layer, a user group layer, a process node layer and the like, and the permission comprises the permission of checking, auditing, updating, exporting and the like.
S200, determining a current working scene, and customizing a working process for project budget according to the working scene; the working scenes comprise a budget requirement collection scene, a transfer budget confirmation scene and a budget detail planning scene.
S300, establishing an automatic supervising and advancing mechanism, and supervising and advancing project budget according to the automatic supervising and advancing mechanism.
S400, establishing internal association for the data in the project budget based on the dependency relationship among the data in the project budget; the dependency relationship comprises the dependency relationship between two or more of budget demand and transfer budget, budget details, purchase request forms and contracts. The data related to the project budgets of all links such as budget requirement collection, budget transfer confirmation, budget detail compilation, purchase application form, contract, payment and the like are internally associated in a systematic mode, so that the mutual dependence and association of all scene data are realized, and the requirements of associated inquiry and display of all parts of data are met.
The above-described embodiments of the apparatus are merely illustrative, and the units described as separate parts may or may not be physically separate, and parts displayed as units may or may not be physical units, may be located in one place, or may be distributed on a plurality of network units. Some or all of the modules may be selected according to actual needs to achieve the purpose of the solution of the present embodiment. One of ordinary skill in the art can understand and implement it without inventive effort.
Through the above description of the embodiments, those skilled in the art will clearly understand that each embodiment can be implemented by software plus a necessary general hardware platform, and certainly can also be implemented by hardware. With this understanding in mind, the above-described technical solutions may be embodied in the form of a software product, which can be stored in a computer-readable storage medium such as ROM/RAM, magnetic disk, optical disk, etc., and includes instructions for causing a computer device (which may be a personal computer, a server, or a network device, etc.) to execute the methods described in the embodiments or some parts of the embodiments.
Finally, it should be noted that: the above examples are only intended to illustrate the technical solution of the present invention, but not to limit it; although the present invention has been described in detail with reference to the foregoing embodiments, it will be understood by those of ordinary skill in the art that: the technical solutions described in the foregoing embodiments may still be modified, or some technical features may be equivalently replaced; and such modifications or substitutions do not depart from the spirit and scope of the corresponding technical solutions of the embodiments of the present invention.
Claims (10)
1. A project budget full lifecycle management apparatus, comprising:
the authority control module (100) is used for establishing a global authority control mechanism and controlling the authority of project budget in a multi-dimension way on a plurality of layers; the layers comprise a department layer, a user group layer and a process node layer, and the permission comprises checking, auditing, updating and exporting;
the flow control module (200) is used for determining the current working scene and customizing the working flow for the project budget according to the working scene; the working scene comprises a budget requirement collection scene, a forward budget confirmation scene and a budget detail compiling scene;
the process supervising and entering module (300) is used for establishing an automatic supervising and entering mechanism and supervising and entering project budget according to the automatic supervising and entering mechanism;
the information association module (400) is used for establishing internal association for the data in the project budget based on the dependency relationship among the data in the project budget; the dependency relationship comprises the dependency relationship between two or more of budget demand and transfer budget, budget details, purchase request forms and contracts.
2. The project budget full lifecycle management apparatus according to claim 1, wherein the authority control module (100) specifically comprises:
the first control unit (110) is used for limiting management personnel to view the project budget of the corresponding department at the department level;
a second control unit (120) for setting up an individual scope of authority of the project budget for each user group at the user group level;
and the third control unit (130) is used for endowing different operation authorities for different operation users and carrying out authority verification on the operation users at the flow node level.
3. The project budget full lifecycle management apparatus according to claim 1, wherein the flow control module (200) specifically comprises:
a scene determining unit (210) for determining a current working scene, acquiring the need of the current working scene;
the fourth control unit (220) is used for customizing corresponding filling and approval processes for budget information according to the requirements of the current working scene;
and the fifth control unit (230) is used for customizing corresponding processing tasks and user rights for the process nodes according to the requirements of the current working scene.
4. The project budget full lifecycle management apparatus of claim 1, wherein the process supervision module (300) specifically comprises:
a mechanism establishing unit (310) for establishing a mail supervising mechanism;
and the project supervising unit (320) is used for carrying out mail supervising reminding on the project budget at each flow stage according to the mail supervising mechanism.
5. The project budget full lifecycle management apparatus according to claim 1, wherein the information association module (400) specifically comprises:
a first association unit (410) for automatically generating a budget detail after the budget demand and the transfer-less budget are finalized, establishing association between the budget demand and the transfer-less budget and the corresponding budget detail through an internal number, and transmitting the related information of the budget demand and the transfer-less budget to the budget detail;
a second association unit (420) for establishing association between the purchase request form and the corresponding budget specification through the budget number according to the budget number in the budget specification when the purchase request form is registered;
a third association unit (430) for establishing association between the contract and the corresponding purchase application form through the application detail information according to the application detail information of the purchase application form when registering the contract;
a fourth associating unit (440) for establishing association of the payment information with the corresponding contract by the contract number at the time of the payment registration.
6. The project budget full lifecycle management apparatus according to claim 1, further comprising:
and the version control module (500) is used for updating and saving the project budget.
7. The project budget full lifecycle management apparatus according to claim 6, wherein the version control module (500) specifically comprises:
the current version control unit (510) is used for automatically saving and updating the changed information after the data information of the project budget is changed;
and the historical version control unit (520) is used for filing the data information of the version before the budget of the current project.
8. The project budget full lifecycle management apparatus according to claim 6, further comprising:
and the history backtracking module (600) is used for recording and storing revision information of the data information of the project budget and providing backtracking modes of project budgets of different versions.
9. The project budget full lifecycle management apparatus according to claim 8, wherein the history backtracking module (600) specifically comprises:
a record holding unit (610) for recording and holding revision information of the data information of the project budget;
a version backtracking unit (620) for backtracking the revision information.
10. A project budget full lifecycle management method, comprising the steps of:
establishing a global authority control mechanism, and controlling the authority of project budget in a multi-dimension way on a plurality of layers; the layers comprise a department layer, a user group layer and a process node layer, and the permission comprises checking, auditing, updating and exporting;
determining a current working scene, and customizing a working process for the project budget according to the working scene; the working scene comprises a budget requirement collection scene, a forward budget confirmation scene and a budget detail compiling scene;
establishing an automatic supervising and entering mechanism, and supervising and entering project budget according to the automatic supervising and entering mechanism;
establishing internal association for the data in the project budget based on the dependency relationship among the data in the project budget; the dependency relationship comprises the dependency relationship between two or more of budget demand and transfer budget, budget details, purchase request forms and contracts.
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