JP2002092282A - Project management aiding device, its system and method and recording medium - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a project management aiding device, system and method capable of managing and evaluating correct action for performing a project and aiding manager's will determination on planning, performance and checking stages and a recording medium to be used for the device. SOLUTION: The project management aiding device is provided with a hierarchical business(HB) performance plan preparation means for allocating resources and time to each HB unit on the basis of resource information concerned with resources including person, machinery and materials, ability, and capacity necessary for performing a project and preparing a performance plan, an HB budget preparation means for preparing an HB budget in each HB unit on the basis of budget preparation information necessary for the preparation of the budget, a will determination index preparation means for preparing a judgment index for determining will by a prescribed operation procedure on the basis of the performance plan prepared by the HB performance plan preparation means and the HB budget prepared by the HB budget preparation means, and a display means for displaying the judgment index prepared by the will determination index preparation means.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

The present invention relates to a project management support device, a project management support system, a project management support method, and a recording medium for supporting a manager in making a decision in a project planning stage, an execution stage, and a verification stage.

[0002]

2. Description of the Related Art Conventionally, many companies have organizational systems according to specialized fields (for example, planning, design, sales, production, distribution, accounting, etc.). In such an organization, for example, when carrying out a sales plan for a certain product, a plurality of departments share roles in a vertically divided manner. Specifically, the design department designs products planned by the planning department, the sales department receives orders for the designed products through sales activities, the production department manufactures the received products, and they are transported to the logistics department. Deliver and sell. The accounting department calculates the balance from costs and sales,
It clarifies the business performance and financial condition of the company.

[0003] However, in such a conventional organization, it is difficult to obtain an index for making a decision, and the business environment and the market structure are rapidly changing. There is a movement to actively take part in activities. A project is an activity aimed at achieving clearly defined goals in terms of schedule, cost, and technology within a certain time limit.Project management is an individual situation in promoting a project. Making a decision at Then, as a tool for performing the above project management, the contents of the planned project work are stored in a task or WBS (Work Brea
kdown Stracture), a tool that creates Gantt charts for each WBS (for example, Microsoft P
roject).

[0004]

By the way, in a conventional project management system, a support function for correctly calculating a budget, a staff, and a period necessary for performing a correct activity of a project and making a decision at a planning stage, Alternatively, there was no system that provided a support function for verifying actual activity results and promoting correct activities. In addition, in a vertically-organized business organization, there is a problem in that the duties are complicated and the responsibility is not always clear. Further, conventional accounting software for calculating financial statements and the like can only be evaluated on a conventional organizational unit basis, and it has been difficult to correctly evaluate project activities. In addition, ASP (Appricat) provides information to investors, banks, consultants, etc. to evaluate and analyze the business condition of the target company as a project.
ionService Provider) There was no system.

The present invention has been made in view of the above circumstances, and can manage and evaluate correct activities for performing a project, and support a manager's decision-making at a planning, execution, and confirmation stage. It is an object to provide a management support device, a project management support system, a project management support method, and a recording medium. It is another object of the present invention to provide a project management support system that provides information for investor, bank, consultant, and the like to evaluate and analyze the business condition of a target company as a project.

[0006]

According to a first aspect of the present invention, there is provided a project management support apparatus, comprising: A hierarchical work information file (for example, a WBS information file 211a or the like) in which hierarchical work information relating to hierarchical work is stored, and personnel, equipment, capabilities, and the like required to execute the project.
A resource information file 211b in which resource information on resources including qualifications is stored, a budget information file 211c in which budget information necessary for budget creation is stored, and a resource and time for each business unit for each tier based on the resource information. Task execution plan means (for example, execution plan management unit 212b, etc.) for creating an execution plan by allocating a job, and a task for each layer which creates a task budget for each task for each task unit based on the budget creation information. A predetermined amount is determined based on a budget creation unit (for example, budget management unit 212c), an execution plan created by the tiered business execution planning unit, and a tiered business budget created by the tiered business budget creation unit. Means for creating a management decision index for decision-making by the calculation method (for example, the evaluation index creation unit 212g) ) And is characterized in that it comprises a display means for displaying a management decision index created (e.g., a display unit 254), the by the decision index creation means.

According to the first aspect of the present invention, a resource and a time are allocated to each tier-based business unit of a project based on the resource information, and a tier-based business execution plan is made. In addition, a tiered business budget is created for each tiered business unit, and a management decision index for decision making is created by a predetermined calculation method based on the created execution plan and the tiered business budget. Since the judgment index is displayed on the display means, the decision maker can evaluate each work for each hierarchy for executing the project, and can make a more correct judgment.
That is, by accumulating the execution plan and the budget of each hierarchical operation, it is possible to correctly grasp the management judgment indexes related to the resources and the period of the personnel, facilities and the like, the budget and the like required for achieving the project. So, for example,
In some cases, it may be significantly larger than the time and budget required to achieve the project in advance, in which case the decision maker can decide whether or not to execute the project, and the This can reduce mistakes caused by misunderstanding such as in the case of the above.

[0008] Here, the term "project" may refer to an activity of the entire company as one project, or a specific activity in the company (for example, development and sale of a new product). The work by hierarchy means the WBS in project management, but the number of hierarchy is arbitrary. In addition, the work of disassembling the project into layers may be performed by using existing software, or may be performed by human work. The creation of the management decision index by a predetermined calculation method is performed, for example, by using an EVMS (Earned Valuable).
eManagement System) method, but is not limited to this.

According to a second aspect of the present invention, in the project management support apparatus according to the first aspect, the management judgment index is such that a breakdown of resources or accounts is displayed on the display means for each business by hierarchy. Features.

According to the second aspect of the invention, it is needless to say that the same effect as that of the first aspect of the invention can be obtained. Since the details are displayed on the display means, the contents of the business plan for each tier can be further examined, and the decision maker can make a more accurate decision based on these management judgment indices. It is easy to see what the problem is in hierarchal tasks.

According to a third aspect of the present invention, in the project management support device according to the first or second aspect, when the tiered work budget is approved by an approval manager, tiered work information of the tiered work is provided. Budget information registering means (for example, budget management unit 212) for registering budget information to which a budget applicant name and a budget approver name are added in a budget information file.
c), characterized in that the update and deletion of the registered budget information are restricted in a predetermined manner.

According to the third aspect of the present invention, it is needless to say that the same effect as the first or second aspect of the invention can be obtained. The budget information to which the hierarchy-specific business information, the budget applicant name, and the budget approver name of the business according to the hierarchy are added is registered in the budget information file, and the predetermined budget information is updated and deleted. This will clarify where responsibility for budget application and budget approval is, and raise awareness of project achievement.

According to a fourth aspect of the present invention, there is provided the project management support apparatus according to any one of the first to third aspects, wherein a request for approval application creation means (for example, a request for approval application) for creating a request for approval application for each job of each hierarchy of the approved project is provided. , Decision application management unit 21
2e), and when the approval request is approved by the approval manager, the approval information registering means for registering the approval information with the name of the approval applicant and the name of the approval approver in the approval information file ( (For example, the approval request management unit 212e)
, And a predetermined restriction is placed on updating and deleting registered approval information.

According to the invention of claim 4, claims 1 to 1 are provided.
Needless to say, the same effect as that of the invention described in any one of 3 is obtained. In particular, a request for approval was created for each work of each layer of the approved project, and the approval request was approved by the person in charge of approval. In this case, the approval request information to which the name of the approval requester and the name of the approval requester are added is registered in the approval information file, and the update and deletion of the registered approval information are subject to predetermined restrictions. The responsibility for application and approval of approval is clarified, and awareness of project achievement can be improved.

According to a fifth aspect of the present invention, there is provided the project management support apparatus according to any one of the first to fourth aspects, wherein an expense settlement application form creating means for creating an expense settlement application form for each of the hierarchies of the approved projects. (E.g., the expense application management unit 212f), and when the expense accounting application is approved by the approver, the expense accounting information to which the expense accounting applicant name and the expense accounting approver name are added is added. An expense information registration unit (for example, an expense application management unit 212f) for registering the expense information in the expense information file is provided, and the update and deletion of the registered expense information are limited.

According to the fifth aspect of the invention, the first to fifth aspects are provided.
It is a matter of course that the same effect as the invention described in any one of 4 is obtained. In particular, an expense reimbursement application is created for each job of each approved project, and the expense reimbursement application is approved by the person in charge of approval. In this case, the expense reimbursement information to which the expense reimbursement applicant name and the expense reimbursement approver name have been added is registered in the expense information file, and there are certain restrictions on updating and deleting the registered expense information. As a result, the responsibility for the application for expense reimbursement and approval for expense reimbursement will be clarified, and awareness of project achievement will be improved.

According to a sixth aspect of the present invention, in the project management support apparatus according to any one of the first to fifth aspects, the cost actual information for each resource or account for each work of each hierarchical level of the approved project is stored. The difference between the performance information file (for example, the project performance information file 211f, etc.), the budget for each tier-specific business created by the tier-specific business budget creating means, and the cost performance information of the tier-specific business is calculated for each resource. Alternatively, a project achievement evaluation index creating means for creating a predetermined project achievement evaluation index to be evaluated for each account item (for example, the evaluation index creation unit 2
12g), and the project achievement evaluation index created by the project achievement evaluation index creating means is displayed on the display means.

According to the invention of claim 6, claims 1 to 1 are provided.
It is a matter of course that the same effect as the invention described in any one of 5 is obtained. In particular, the difference between the budget for each tier-based business and the cost actual information of the tier-based business is calculated for each resource or account. Since the predetermined project achievement evaluation index to be evaluated is created and displayed on the display means, the project manager can grasp the progress of the project one by one using the project achievement evaluation index. You can make a decision. In other words, if there is a delay in planning or a budget overrun in business by tier, by looking at the project achievement evaluation index, it is immediately possible to identify which resource or account has the cause, and appropriate measures can be taken early. I can do it. Here, as the project achievement evaluation index, for example, EVMS
(EarnedValue Management System) indicator is used, but is not limited to this.

According to a seventh aspect of the present invention, there is provided a project management support apparatus in which the project management support apparatus according to any one of the first to sixth aspects, a central management apparatus 4, and a related party communication terminal 5 are connected via a communication line 3. In the system, the project management support device includes a predetermined data transmission unit (e.g., a communication unit 23) that transmits predetermined data to the central management device regularly or irregularly, and the central management device includes: A predetermined data receiving unit (for example, the communication unit 46) that receives predetermined data transmitted from the predetermined data transmitting unit.
And a management quality evaluation index creating means (for example, an EVMS index creating unit 412a) for creating a management quality evaluation index for evaluating the management quality of a company based on the predetermined data received by the predetermined data receiving means. And an evaluation index transmitting unit (for example, a communication unit 46 or the like) for transmitting the evaluation index created by the management quality evaluation index creating unit to the related party terminal.
Relationship between management quality evaluation index receiving means (for example, communication unit 55) for receiving the management quality evaluation index transmitted by the evaluation index transmission means, and display of the management evaluation index received by the management quality evaluation index receiving means User terminal display means (for example, the display unit 54).

According to the seventh aspect of the present invention, the predetermined data transmitted from the predetermined data transmitting means of the project management support apparatus is received by the predetermined data receiving means of the central management apparatus, and based on the predetermined data. The management quality evaluation index for evaluating the management quality of the company is created by the management quality evaluation index creating means, and the created management quality evaluation index is transmitted to the management quality evaluation index receiving means of the related party terminal by the evaluation index transmitting means, Since the received management evaluation index is displayed on the relevant person terminal display means, the relevant person can see the management quality evaluation index of the company from the relevant person terminal and can appropriately give investment or management advice. . Here, the predetermined data is data necessary for creating a management quality evaluation index, such as a project performance information file or an EVMS file.
As a management quality evaluation index, for example, EVMS (Earned
Value Management System), but is not limited to this. Related party terminals are, for example, investors,
A person who has an interest in corporate management, such as a management consultant.

According to an eighth aspect of the present invention, in the project management support system according to the seventh aspect, when the central management device finds a problem with the management evaluation index, it performs a predetermined search for determining the cause. It is characterized by having search means for performing. According to the invention of claim 8, it is a matter of course that the same effect as that of the invention of claim 7 can be obtained. If a problem is found in the management evaluation index, the cause is determined by the search means. A predetermined search is performed, so that it is easy to find a management problem. Here, the predetermined search for determining the cause is, for example, a problematic WBS.
Or searching for outliers in financial statements.

According to a ninth aspect of the present invention, in the project management support system according to the seventh or eighth aspect, the management quality evaluation index includes an investment and loan index for investment and loan to a target company. And According to the ninth aspect of the invention, it is needless to say that the same effects as those of the seventh or eighth aspect can be obtained. In particular, the management quality evaluation index includes investment and financing for the target company. Since the index is included, the stakeholder can judge investment and loan to the target company by looking at the investment and loan index.

According to a tenth aspect of the present invention, there is provided a project management supporting method for supporting project management using a computer, comprising: a step of decomposing tasks necessary for performing a project into layers; Allocating resources and schedules, including personnel, equipment, capabilities, and qualifications, and creating an execution plan; creating a work budget by hierarchy for each business unit by hierarchy; and creating the execution plan and hierarchy It is characterized by comprising a step of creating a management judgment index including a breakdown of resources or accounts for each hierarchical operation based on the business budget, and a step of displaying the management judgment index on display means. . According to the tenth aspect, an effect similar to that of the first aspect is obtained.

According to an eleventh aspect of the present invention, in the project management support method according to the tenth aspect, a predetermined project for evaluating a difference between the created budget for each tiered task and the cost actual information of the tiered task. The method is characterized by comprising a step of creating an achievement evaluation index and a step of displaying the created project achievement evaluation index on a display unit. According to the eleventh aspect, the same effect as that of the sixth aspect can be obtained.

According to a twelfth aspect of the present invention, there is provided a recording medium storing a computer-executable program, wherein a work required for executing a project is divided into hierarchies, and personnel and equipment are provided for each hierarchy. The program code required to create an execution plan by allocating resources and time, including abilities and qualifications, and the program code required to create a tiered work budget for each tiered work unit To display, on a display means, a program code necessary for creating a management judgment index including a breakdown of resources or accounts for each operation according to a hierarchy based on an execution plan and a business budget according to a hierarchy. And a program including a program code necessary for the program. According to the twelfth aspect, the same effect as that of the first aspect can be obtained. Here, the recording medium includes a magnetic or optical recording medium, a semiconductor memory, or the like. This recording medium is a fixed medium such as a hard disk or a portable medium such as a CD-ROM. A configuration may be adopted in which data or the like stored in the recording medium is partially or wholly received from another server or terminal device via a transmission medium such as a network line and recorded.

According to a thirteenth aspect of the present invention, in the storage medium according to the twelfth aspect, a predetermined project achievement evaluation for evaluating a difference between the created budget for each tiered task and the cost actual information of the tiered task. The program is characterized by storing a program including a program code required for creating an index and a program code required for displaying the created project achievement evaluation index on a display unit. According to the thirteenth aspect, the sixth aspect is provided.
The same effects as those of the described invention can be obtained.

[0027]

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS Hereinafter, a project management support apparatus, a project management support system, a project management support method, and a recording medium according to the present invention will be described in detail with reference to the drawings. FIG. 1 is a diagram showing an overall configuration of a project management support system according to the present invention. FIG.
The project management support system 1 shown in FIG. 1 has a project management support device 2 owned by each company, a central management device 4 connected to each project management support device 2 via a communication line 3, and a relationship owned by a person related to each company. It is composed of a user terminal 5 and the like.

The project management support device 2 includes, for example,
As shown in FIG. 2, it is composed of a host server 21, a firewall server 22, a communication unit 23, a printer 24, a client terminal 25, a LAN 26, and the like. The host server 21 further includes a database unit 211 and a control unit 212. The database unit 211 has W
BS information file 211a, resource information file 21
1b, budget information file 211c, approval request information file 2
11d, a settlement information file 211e, a project performance information file 211f, an EVMS file 211g, and the like are stored.

The WBS information file 211a is a file for storing information on hierarchies-specific work (WBS), which is a division of work for project execution into hierarchies. This WBS information file further includes, as shown in FIG.
It has a BM information data file and a WPS information data file. The WBM information data file includes a project code for the project, a project name, a unique WBS number for each WBS for achieving the project, a WBS name, an account controller, a registration date, a plan start date, a plan end date, a planned days, W
This is a data file in which BS costs and the like are stored. W
The PS information data file is a data file in which information on resources, execution plans, costs, and the like of each WBS is stored, and is linked to the WBM information data file by a unique WBS number. Details are as shown in FIG. The resource information file 211b is a database that stores information on resources such as employees, contractors, and production facilities. As shown in FIG. 4, a resource information main data file, a resource information sub-data file, a resource maintenance cost data file Are stored. The resource information main data file is
This is a data file in which a list of resource types and an operating time unit price of each resource are stored. The resource information sub-data file is a data file in which detailed data for each resource is stored, and is linked to the resource information main data file via a resource code. Details are as shown in FIG. The resource maintenance cost data subfile is a data file in which information relating to costs necessary for maintaining resources is stored, and is linked to the resource information main data file via a resource code. Budget information file 211c
Is a file that stores data used for budget creation and approval. For example, as shown in FIG. 5, a budget application slip data file, a budget item data file, a budget approval log data file, and an approved budget application slip data It consists of a file, an approved budget statement data file, and the like.

The approval information file 211d is a file in which data used in the work related to approval is stored. For example, as shown in FIG. 6, a approval application slip data file, an approval specification data file, an approved approval application slip Data file, approved request details data file,
Consists of the approval approval log data file. The settlement information file 211e is a file for storing data used for expense settlement. For example, as shown in FIG. 7, an expense item data file, a settlement slip data file, a settlement statement data file, a settlement type data file, and a settlement An approval log data file and the like are stored. The project performance information file 211f is a data file for storing the progress of the project. For example, as shown in FIG. 8, a PDM performance data file corresponding to the WPM information data file and a PDS performance data corresponding to the WPS information data file are provided. It has a data file. The PDM performance data file stores the performance start date, the performance end date, the performance days, the performance WBS cost, and the like of the project. The WPS results data file is
This is a data file that stores the operation results in BS units, and is linked to the WPM results data file via a unique WBS number.

The EVMS file 211g is a file for storing various management index data used for the EVMS analysis. For example, as shown in FIG. 9, a BCWP temporary data file, an ACWP temporary data file, an EVMS
(CV, EAC, SV, VAC, CPI, etc.) It is composed of a temporary data file and the like. Here, the definition of each management index is as shown in FIG.

The control unit 212 includes a CPU (not shown).
(Central Processing Unit), RAM (Random Acc
ESS Memory) and a ROM (Read Only Memory), and execute programs stored in the ROM by R
The processing is executed by the CPU using the AM as a work area. If the control unit 212 is expressed as a functional configuration, the data management unit 2
12a, an execution plan management unit 212b (tiered business execution planning means), a budget management unit 212c (tiered business budget creation means), a decision index creation unit 212d (decision index creation means), and a request for approval application management unit 212e (decision application form creation means), expense application management section 212f (expense application form creation means), and evaluation index creation section 2 for creating a project achievement evaluation index for evaluating the degree of achievement of the project in the execution stage
12 g (project achievement evaluation index creating means).

The data control unit 212a performs operations related to registration, update, and deletion of each data in the database unit 211. The execution plan management unit 212 b
, A resource information file 211b for each WBS stored in the WBS information file 211a.
Work to allocate the resources stored in the. The budget management unit 212c, based on an instruction from the client terminal 25, stores the WB stored in the WBS information file 211a.
A process for creating necessary expenses and estimated sales is performed for each S, and a process for registering the budget information file 211c in the approved budget application slip data file when the created budget application is approved is performed.

Based on the instruction from the client terminal 25, the judgment index creating unit 212d performs a process of totaling the expense budget at the work planning stage, calculating the EVMS index, and outputting the result to the client terminal device 25. I do. The request for approval management unit 212e is a client terminal 2
In executing the project approved in the planning stage and the expense budget approved in the project based on the instructions from 5, the application process for approval and the approval process for each WBS shall be performed in accordance with the execution approval rule specified by the company. Do.

The expense request management section 212f is applied for in accordance with the project approved in the planning stage and the expense budget approved in the project or the execution approval regulation specified by the company based on the instruction from the client terminal 25, and approves the approval. The business is executed within the requested application budget for approval, and the application and approval of the incurred expenses are processed in WBS units. The evaluation index creation unit 212g generates base data for forming an EVMS index for each project, each WBS, each resource, and each cost item based on the reference plan on a certain date and the actual information on the actual number of personnel, equipment, time, and cost. After taking out and expanding it into a temporary file and performing predetermined arithmetic processing, processing for displaying it on the screen of the client terminal 25 is performed.

The firewall server 22 is a security server for preventing unauthorized access from the outside. The communication unit 23 includes a hub (not shown), a router (not shown), and the like, and performs data communication with the central management device 4. The printer 24 outputs various data processed by the host server 21 according to an output instruction from the client terminal 25.

The client terminal 25 is connected to the host server 2
This is a device that outputs an input for instructing various processes to 1 or a process result. For example, as shown in FIG. 2, a terminal control unit 251, an input unit 252,
A storage unit 253, a display unit 254, and the like are provided. The terminal control unit 251 includes, for example, a CPU (Centra
l Processing Unit) and RAM (Random Access Memor)
y) and the like, and executes various operation controls based on inputs from the input unit 252 according to programs and data stored in the storage unit 253. The input unit 252 includes, for example, a mouse and a keyboard, and can input an instruction signal of the host server 21 and the like. The storage unit 253 stores various programs and data executed by the terminal control unit 251. The display unit 254 is, for example, a CRT (Cathode Ra).
y Tube) or LCD (Liquid Crystal Display), and displays various data on the screen in accordance with display control by the terminal control unit 251.

The central management unit 4 includes, for example, a main server 41 and a firewall server 4 as shown in FIG.
2, mail server 43, WWW server 44, management terminal 4
5, a communication unit 46, a printer 47, and the like. The main server 41 includes a main database unit 411 and a main control unit 412. Main database section 41
1 includes a WBS information file 411a for each target company,
Resource information file 411b, budget information file 41
1c, Decision information file 411d, settlement information file 4
11e, project performance information file 411f, EV
An MS file 411g, a financial report file (not shown), and the like are stored. As for each data, only the changed data is transmitted from each company regularly or irregularly via the communication unit 23 of the project management support device 2.

Although not shown, the main control unit 412
It has a configuration including a PU, a RAM, and a ROM, and executes an execution program stored in the ROM using the RAM as a work area.
Run with U. When the main control unit 412 is expressed as a functional configuration, the main control unit 412 includes an EVMS index creation unit 412a (management quality evaluation index creation unit), a search unit 412b (search unit), a report creation unit 412c, and the like. The EVMS index creation unit 412a creates an EVMS index of the relevant company or a group of related companies from the EVMS file 411g based on an instruction from the related party terminal 5, and lists and graphs the created EVMS indexes to the related party terminal. 5 is performed. The search unit 412b uses the EVM
When a problem is found from the S index, for example, a search is performed for a WBS that is a problem for determining the details of the problem, and control is performed to display a list of accounts of the WBS. The report creation unit 412c, based on an instruction from the stakeholder terminal 5, in addition to the present value of the company selected from the financial report data file (not shown), the amount of expenditure for acquiring business assets, the time until decision or A process of creating a report such as investment opportunity information including a period in which the decision is postponed is performed.

The firewall server 42 is a security server for preventing unauthorized access from outside. The mail server 43 includes a report creation unit 412
The e-mail created in step c is transmitted to the related party terminal 5. WW
The W server 44, based on the instruction from the person concerned terminal 5,
Web pages stored in the server 44 (for example,
And various screen pages displayed on the display unit 254 of the client terminal 25). The management terminal 45 is a device that performs maintenance and management of the main server 41. The communication unit 46 includes a hub (not shown), a router (not shown), and the like, and performs data communication with the project management support device 2 and the related party terminals 5. Printer 47
Outputs various data processed by the main server 41 according to an output instruction from the management terminal 45 or the related party terminal 5.

The related party terminal 5 is a terminal owned by, for example, an investor or a management consultant, and is a device for inputting various instructions to the central management device 4 or outputting a processing result. , As shown in FIG.
Inside the terminal control unit 51, the input unit 52, the storage unit 5
3, a display unit 54, a communication unit 55, and the like. The terminal control unit 51 includes, for example, a CPU (Central
Processing Unit) and RAM (Random Access Memor)
y) and the like, and executes various operation controls based on inputs from the input unit 52 according to programs and data stored in the storage unit 53. The input unit 52 includes, for example, a mouse and a keyboard, and can input an instruction signal to the main server 41 and the like. The storage unit 53 stores various programs executed by the terminal control unit 51, data, and the like.

The display unit 54 is, for example, a CRT (Cathode
(Ray Tube), LCD (Liquid Crystal Display), etc., and displays various data on the screen according to the display control by the terminal control unit 51. The communication unit 55 includes a modem (MODEM: MOdulator / DEModulator), a terminal adapter (TA: Terminal Adapter), a router, or the like, and the central management unit 4 via a communication line such as a telephone line, an ISDN line, or a dedicated line. An instruction signal and data are transmitted / received to / from the terminal.

Next, each operation function in the project management support system 1 configured as described above will be described. A program that realizes each function in the present system is stored in a recording medium (for example, a ROM or the like) in the form of a program code readable by a CPU. To achieve the project, as shown in FIGS. 12 to 14, planning (Plan), execution (Do), evaluation (Chec)
k) is required and the project management support system 1
Provides support for decision making at each stage of project planning, execution and evaluation. Here, as a specific example, a “server strengthening” project will be described as an example. As shown in FIG. 12, first, in the project planning stage (S000), the project process definition (S001), budget creation (S002), and planning stage are performed between the project management support device 2 and the client terminal 25. Is made (S003).

In the process definition (S001), a required skill definition registration process is performed in advance. In the required skill definition registration process, a skill definition registration screen is started on the client terminal 25 (S011), and qualifications, abilities, processing time, and costs required for work are entered in the writing area of each item on the screen ( S012), input management unit 212
According to a, it is registered in the resource information file 211b (S013). Next, resource / skill data registration processing is performed. In this resource / skill data registration process, a resource registration screen is started on the client terminal 25 (S014), and when an employee name and a skill are input in a writing area of each item on the screen (S015), the data management unit 212a executes the resource management screen. The information is registered in the information file 211b (S016). When the registered data is updated or deleted, the required skill definition update / deletion screen is activated and the respective processes are performed.
The resource information file 211b is updated by 12a.

Next, WBS registration processing is performed. Here, the WBS registration screen is started (S017), and the work necessary for achieving the project is disassembled to form a work tree W
A BS is created (S018), and each WBS number (unique WBS number) is added to the WBS information file 21.
1a (S019). Specifically, for example, as shown in FIG. 15, a project of “server enhancement” is decomposed into 29 WBSs, and each WBS has a unique WB.
An S number is added. Next, WBS resource allocation processing is performed. Here, a WBS resource allocation screen is started (S020) controlled by the execution plan management unit 212b. For example, for each WBS, an account controller (person in charge), resources stored in the resource information file 211b (such as RIM5), When a plan start date, a plan end date, and the like are assigned, the data includes the account controller (WBM5) of the WBM information data file, the resource (WPS5) of the WPS information data file, the plan start date (WPS7), and the plan end shown in FIG. It is registered on the day (WPS8) or the like (S022). Specifically, as shown in FIG. 15, an account controller is assigned.

Next, the creation of a project budget will be described. First, a budget application creation process for each WBS is performed. Here, a budget application WBS selection screen is started on the display unit 254 of the client terminal 25 under the control of the budget management unit 212c (S023), and the target W
When a BS is selected (S024), a budget application screen is launched (S025). Enter the budget code, account item, scheduled execution date, etc. in the writing area of each item on this budget application screen (S026), and press the execution button (not shown).
The budget application data is stored in the WBS information file 211a.
Are registered in the budget application slip file in the budget information file 211c together with the WBS information including the project name, the unique WBS number, and the WBS name extracted from (S0)
27).

Next, WBS budget application approval processing is performed. Here, it is controlled by the budget management unit 212c,
An approved budget application selection screen is launched on the client terminal 25 of the budget approval manager (S028), and the requested budget application is selected (S029) and displayed on the budget approval screen. Then, the budget approval manager inputs the name of the approver, approval / non-approval, and a comment. This result is stored in the budget approval log file in the budget information file 211c (S030). It should be noted that when updating or deleting a budget for a budget application once approved, approval must be obtained in the same manner as in budget application approval.

Next, the decision support will be described. Here, it is controlled by the judgment index creation unit 212d, and W
Summarize the budget approved in the BS budget application approval process (S
031), calculate the EVMS, and display the obtained data on the client terminal 25 of the decision maker (S032).
Also, the resources allocated in the WBS resource allocation processing are confirmed. Therefore, the decision maker can accurately grasp the budget and the work allocation required for achieving the project, and can determine whether to proceed, reduce, or withdraw the project. In this case, since the budget is calculated for each WBS,
Can be easily grasped as a bottleneck. Furthermore, even the WBS is subdivided and budgeted, and it is possible to know which part is a problem. Specifically, for example, BAC
And BRAC can be compared to make a management decision as to whether or not to carry out the project. That is, it is possible to determine whether or not to carry out the project by comparing the budget necessary for achieving the project with the sales budget.

Next, the management support function in the project execution stage will be described. As shown in FIG. 10, in the project execution stage (S100), progress confirmation of the project (S101), application for approval (S102), expense management (S103), and the like are performed. First, the progress check processing of the project will be described. Here, a project list screen is started on the client terminal 25 (S1).
11), WBS is selected (S112), the actual start date, actual operation time,
A result end date and the like are input (S113). Then, the input data is stored by the data management unit 212a as the actual start date (PDS12), the actual operation time (PDS14), and the actual end date (PDS15) of the actual information file 211f (S114).

Next, the application for project approval will be described. First, after confirming the approval management rules and obtaining the understanding of the parties concerned, a request for approval is created. Here, the client terminal 2 is controlled by the approval request management unit 212e.
In step 5, either the WBS selection screen or the budget application selection screen is started (S115), and the target WBS or budget application is selected (S116). Then, when the user selects a request for approval application form button on the screen, a request for approval application screen is displayed (S117). In the area for writing each item on this application form, the approval code, account, scheduled execution date,
A deposit and withdrawal date and time, an amount, and the like are input (S118). Then, it is registered in the request information file 211d as request application slip data and request details data (S119).

Next, approval application form approval processing is performed. Here, the approval request management unit 212e controls the approval request application selection screen at the client terminal 25 (S120). When the target approval application is selected (S121), the approval request approval screen is displayed. (S12
2). In the writing area for each item on this approval form approval screen,
When the approver name, approval / non-approval, and comment are entered (S1
23), the approval / rejection approval information of the approval request is stored in the approval approval log file of the approval information file 211d (S).
124). It should be noted that, even in the case of renewing the approval request and deleting the approval request for the approval request application once approved, the approval must be obtained in the same manner as the approval request approval.

Next, the expense settlement process will be described.
First, a project general expense settlement slip creation process is performed. Here, the WBS selection screen is started by the client terminal 25 under the control of the expense application management unit 212f (S125), and the target WBS is selected (S12).
6). Then, an adjustment target budget selection screen is displayed on the screen (S127), and an adjustment target is selected. Here, when a create button of the general expense settlement slip screen is selected, a general expense settlement slip creation screen is displayed. In the writing area of each item on the general expense settlement slip creation screen, the settlement code, the account, the scheduled execution date, the deposit / withdrawal date and time, and the amount are input (S
128). Then, it is registered in the payment information file 211e as payment application slip data and payment detail data (S1).
29).

Next, general expense approval processing is performed. Here, the expense application management unit 212f controls the expense list screen or the general expense approval screen on the client terminal 25 (S130), and when the general expense settlement application form to be targeted is selected (S131), the general expense is set. A payment approval screen is displayed (S132). When the name of the approver, approval / non-approval, and comment are entered in the writing area for each item on the general expense settlement approval screen (S133), the approval / non-approval information of the general expense settlement application form is settled in the settlement information file 211e. Stored in the approval log file (S1
34). It should be noted that in the case where a reimbursement is updated or deleted for a general expense reimbursement application once approved, the approval must be obtained in the same manner as the reimbursement application approval. In addition to the general expense settlement slip, the same processing is performed on a transfer request form and an overseas business trip expense settlement form. As described above, the approval for the project execution and the settlement of the expenses are also made on a WBS basis and the responsibility is clarified, so that the awareness of the project achievement can be improved.

Next, the project verification stage (S20)
The decision support function in 0) will be described with reference to FIG. Here, the progress of the process is confirmed (S20).
1), the progress of the budget is confirmed (S202). First, the process progress confirmation will be described. here,
A WBS selection screen is launched on the client terminal 25 (S
211), the WBS is selected (S212), and the consistency / appropriateness of the WBS is confirmed (S213). Specifically, the difference between the scheduled schedule and the actual schedule is confirmed. If there is a difference between the planned and actual results, a factor analysis is performed (S214). More specifically, it is possible to check the progress status of each WBS to determine which WBS has a problem, and to analyze the WBS in more detail to perform a factor analysis.

Next, confirmation of the progress of the budget will be described. Here, a temporary file of a BCWS index, a BCWP index, and an ACWP index for controlling the evaluation index creating unit 212g to display the planned and actual results up to a predetermined period and the difference between them is displayed. Then, the client terminal 25 starts up the WBS selection screen (S21).
5), WBS is selected (S216). Then, EVM
The S index is calculated (S217), and the obtained EVMS index is displayed on the client terminal 25 as a table or a graph. More specifically, for example, as shown in FIG. 15 or FIG.
A list of EVMS indexes for each S is displayed. And FIG.
As shown in the figure, when each EVMS index corresponds to a preset abnormal value, the column of the corresponding item is displayed as a predetermined abnormal value display (for example, red display), and the WBS name:
It can be seen that the CPI of “QA” is an abnormal value.
Then, in order to analyze the reason why the WBS name: “QA” has become abnormal, a list of account items related to “QA” is displayed (FIG. 17). Then, for example, it can be seen that the actual outsourcing cost is significantly higher than the budget. In this way, when an abnormality occurs in the project performance, it is possible to not only know which WBS has a problem, but also easily understand which part of the cost spent on the WBS has a problem. I can do it. In addition, the relationship between business hours (horizontal axis) and costs (vertical axis) in a specific WBS is also displayed in a graph. In the graph of FIG. 18, ACWP, BCWS, B
CWP, BAC, and the like are displayed, and the divergence (difference) between the schedule and the cost in terms of schedule and cost, and the time and cost until the achievement of the expected WBS service are displayed.
As a result, it is possible to support the manager's decision making in the future project execution. The graph shows W
Apart from BS, for example, the whole project, each resource, and each account, it is possible to grasp the difference between the planned and actual results and the forecast value in the future, and further support the decision making of the future project execution. I can do it.

Next, the function of providing the management quality evaluation index by the project management support system 1 will be described with reference to the flowchart of FIG. In the management quality evaluation index providing process shown in FIG. 19, data including the EVMS file is transmitted to the central management device 4 regularly or irregularly from the project management support device 2 of the target company. In this state, when the provision command of the management quality evaluation index is transmitted from the relevant party terminal 5 to the central management device 4 (S301) and received by the communication unit 415 of the central management device 4 (S302), the EV is output.
The MS index creation unit 412a acquires necessary data from the EVMS file 411g of the corresponding company (S303).
Then, data obtained by graphing the management quality evaluation index is transmitted to the person concerned terminal 5 (S304). The related party terminal 5 receives the transmitted management quality evaluation index data (S30).
5) Display on the display unit 54 (S306). Specifically, tables or graphs as shown in FIGS. 15 to 17 are displayed. In this case, management quality evaluation indices of not only a single company but also a plurality of related companies may be shown simultaneously.

Next, when a problematic point is found in the obtained management quality evaluation index, a search command signal for related data is transmitted to the central management unit 4 (S30).
7). The central management device 4 receives the search command signal (S
308), based on the received search command, the search unit 412
b (S309), and transmits data out of the preset reference range to the related party terminal 5 (S309).
310). The related party terminal 5 receives the transmitted search data (S311) and displays it on the display unit 54 (S31).
2), end this processing. In addition, the management quality evaluation index includes an index for investor and financial institution among stakeholders on the participant terminal 5 side to consider investing and lending to a target company. Specifically, for example, it is an index such as NPV (Net Price Value), which is a value that represents the current corporate value of a business operation asset acquired in the future in monetary value.

Note that the present invention is not limited to the above-described embodiment of the present invention, and the system configuration and functions may be appropriately modified. For example, in the system configuration, various processes are collectively performed by the host server, but the processes may be performed in a distributed manner. For example, the business flow shown in each flowchart is merely a model case, and it is a matter of course that if there is a problem, the same business may be performed again by going back to the steps.

[0059]

According to the project management support apparatus of the present invention, the decision maker can evaluate each of the hierarchical tasks for executing the project. By accumulating action plans and budgets, the necessary personnel to achieve the project,
Resource, period, and budget of equipment etc. can be correctly grasped. Therefore, it is possible to accurately estimate a budget for performing a correct activity, and to reduce a mistake due to misunderstanding such as a case where the budget is initially available. In addition, a predetermined project achievement evaluation index for evaluating the difference between the budget for each tier-based operation and the cost actual information of the tier-based operation includes:
Created by resource or account for each WBS,
Since the information is displayed on the display means, the project manager can grasp the progress status of the project one by one using the project achievement evaluation index, and can make a decision at the execution stage for achieving the project.

Further, according to the project management support system of the present invention, the predetermined data transmitted from the predetermined data transmission means of the project management support device is received by the predetermined data reception means of the central management device, Based on the data, a management quality evaluation index for evaluating the management quality of the company is created by the management quality evaluation index creating means, and the created management quality evaluation index is sent by the evaluation index sending means to the management quality evaluation index receiving means of the relevant terminal. The management evaluation index transmitted and received is displayed on the relevant terminal display means, so that the relevant person can view the management quality evaluation index of the company from the relevant terminal and appropriately give advice on investment or management. You can do it.

[Brief description of the drawings]

FIG. 1 is a diagram showing an overall configuration of a project management support system according to the present invention.

FIG. 2 is a block diagram showing a main configuration of the project management support system.

FIG. 3 is a table showing data items in a WBS information file.

FIG. 4 is a table showing data items in a resource information file.

FIG. 5 is a chart showing data items in a budget information file.

FIG. 6 is a table showing data items in a request information file.

FIG. 7 is a table showing data items in a settlement information file.

FIG. 8 is a table showing data items in a project performance information file.

FIG. 9 is a table showing data items in an EVMS file.

FIG. 10 is a table showing the definition of each management index of EVMS.

FIG. 11 is a block diagram showing a configuration of a main part of a central management apparatus and related parties terminals.

FIG. 12 is a flowchart showing functions of a project management support device at a planning stage.

FIG. 13 is a flowchart showing functions in an execution stage in the project management support device.

FIG. 14 is a flowchart showing functions in a verification stage in the project management support device.

FIG. 15: WB for the “Server Enhancement” project as an example
5 is a chart showing an S list and an EVMS index list.

FIG. 16 is a chart showing a list of EVMS indexes different from that of FIG. 15;

FIG. 17 is a table showing a list of forecast / actual deviations for each account item.

FIG. 18 is a diagram showing WBS plans, results, and expected values.

FIG. 19 is a flowchart showing a management quality evaluation providing operation by the project management support system.

[Explanation of symbols]

 REFERENCE SIGNS LIST 1 Project management support system 2 Project management support device 3 Communication line network 4 Central management device 5 Related terminal 21 Host server 23 Communication unit 25 Client terminal 41 Main server 211 Database unit 212 Control unit 212a Data management unit 212b Execution plan management unit 212c Budget management unit 212d Decision index creation unit 212e Approval request management unit 212f Expense application management unit 212g Evaluation index creation unit 254 Display unit 412a EVMS index creation unit 412b Search unit

Continuation of front page (72) Inventor Yoshihiro Saito 2-21-12 Akasaka, Minato-ku, Tokyo EZAWA BLDG. Proseed Inc. (72) Inventor Ken Nishi 2-21-12 Akasaka, Minato-ku, Tokyo EZAWA BLDG. F-term in Proceed Inc. (reference) 5B049 BB00 CC11 CC21 CC31 EE01 EE05 EE07 FF02 FF03 FF04 GG04 GG07

Claims (13)

[Claims] 1. A tier-specific business information file for storing tier-specific business information related to tier-specific business for each tier-specific business obtained by decomposing the business necessary for performing a project into tiers. A resource information file in which resource information relating to resources, including personnel, equipment, capabilities, and qualifications necessary for storing, a budget creation information file in which budget creation information necessary for budget creation is stored, based on the resource information, A task execution plan creating means for creating a task plan by allocating resources and time for each task unit for each layer; and a task for each layer which creates a task budget for each task in each layer based on the budget creation information A budget creation unit, an execution plan created by the hierarchy-based business execution plan creation unit, and an execution plan created by the hierarchy-based business budget creation unit A decision index creating means for creating a management decision index for decision making by a predetermined calculation method based on the stratified work budget, and a display means for displaying the management decision index created by the decision index creating means A project management support device, comprising: 2. The project management support apparatus according to claim 1, wherein the management judgment index is displayed on the display means for each of the tasks classified by hierarchy. apparatus. 3. The project management support device according to claim 1, wherein when the hierarchy-specific business budget is approved by an approval manager, the hierarchy-specific business information of the hierarchy-specific business, a budget applicant name, , A budget approver name, and budget information registering means for registering the budget information added with the budget approval file in the budget approval file, and updating and deleting the registered budget information is restricted in a predetermined manner. Project management support equipment. 4. The project management support device according to claim 1, wherein: a request for approval request creation means for creating a request for approval request for each job of each hierarchical level of the approved project; And a means for registering the approval information to which the approval requester name and the approval approval approver name are added in the approval approval file when the approval is approved by the person in charge, and updating the registered approval information. The project management support device is characterized in that deletion is subject to a predetermined restriction. 5. The project management support apparatus according to claim 1, wherein the expense settlement application creating means creates an expense settlement application for each of the hierarchies of the approved project, and said expense settlement application. An expense information registering means for registering, in the expense approval file, expense adjustment information to which an expense settlement applicant name and an expense settlement approver name are added when the document is approved by the approval manager. The project management support device is characterized in that a predetermined limit is imposed on updating and deleting the expense information. 6. The project management support device according to claim 1, wherein a performance information file for storing resource-specific or account-specific cost performance information for each business of each hierarchical level of the approved project; A project for creating a predetermined project achievement evaluation index for evaluating the difference between the budget for each tier-based business created by the tier-specific business budget creation means and the cost actual information of the tier-specific business for each resource or account. And a project achievement evaluation index created by the project achievement evaluation index creation means, wherein the project achievement evaluation index is displayed on the display means. 7. A project management support system, comprising: a project management support device according to claim 1; a central management device; and a related party communication terminal connected via a communication network. Comprises a predetermined data transmitting means for transmitting predetermined data to the central management device periodically or irregularly, wherein the central management device receives predetermined data transmitted from the predetermined data transmitting means. Receiving means, based on predetermined data received by the predetermined data receiving means, a management quality evaluation index creating means for creating a management quality evaluation index for evaluating the management quality of the company, and the management quality evaluation index creating means Evaluation index transmitting means for transmitting the created evaluation index to the relevant person terminal;
The concerned person terminal comprises: a management quality evaluation index receiving unit that receives the management quality evaluation index transmitted by the evaluation index transmission unit; and a management evaluation index received by the management quality evaluation index receiving unit. A project management support system, comprising: related terminal display means. 8. The project management support system according to claim 7, wherein the central management device includes a search unit for performing a predetermined search for determining a cause when a problem is found in the management evaluation index. A project management support system characterized by the following: 9. The project management support system according to claim 7, wherein the management quality evaluation index includes an investment and loan index for investing and lending to a target company. . 10. A project management support method for supporting project management using a computer, comprising the steps of: separating tasks required for performing a project into layers; Creating an execution plan by allocating resources and time including abilities and qualifications, creating a hierarchy-based work budget for each business unit by hierarchy, and based on the created execution plan and work budget by hierarchy. A project management support method, comprising: a step of creating a management judgment index including a breakdown of a resource or an account for each hierarchical operation; and a step of displaying the management judgment index on display means. 11. The project management support method according to claim 10, wherein a difference between the created budget for each tier-based task and the cost actual information of the tier-specific task is evaluated for each resource or account item. A project management support method, comprising: creating a project achievement evaluation index; and displaying the created project achievement evaluation index on display means. 12. A recording medium storing a computer-executable program, comprising: personnel, equipment, abilities, and qualifications for each hierarchy-based job obtained by decomposing a job required to execute a project. The program code required to create an execution plan by allocating resources and schedules, the program code required to create a business budget by hierarchy for each business unit by hierarchy, the created execution plan and business by hierarchy A program code required to create a management decision index including a breakdown of resources or accounts for each business operation based on the budget, and a program code required to display the management decision index on display means. A recording medium storing a program including: 13. The storage medium according to claim 12, wherein a predetermined project achievement evaluation index for evaluating a difference between the created budget for each tier-specific business and the tier-specific business cost actual information for each resource or account. A recording medium characterized by storing a program including: a program code required to create the program; and a program code required to display the created project achievement evaluation index on a display unit.