JP2002215863A - Project managing system, project managing program and recording medium to record project managing program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a system for rationalizing communication among persons working in a project and confirmation of the communication and for managing information on the project unitarily. SOLUTION: A residence information sharing DB 25 registers a person in charge of the project, instructions to at least one person in charge and whether or not instructions to the person in charge is needed. A control part 9 creates e-mail to urge confirmation of the instructions according to contents of registration of the residence information sharing DB 25 and sends it to the person in charge through an in-house LAN 8 of the Intranet. A transmitting/receiving part 11 receives a result of confirmation from the person in charge who has received the e-mail. The residence information sharing DB 25 registers the contents of received confirmation associating them with the person.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a project management system, and more particularly to a project management system, a project management program, and a project management system that can streamline communication between persons in charge of a project and confirm the communication, and can centrally manage information on the project. The present invention relates to a recording medium on which a management program is recorded.

[0002]

2. Description of the Related Art Information communication networks such as the Internet have become widespread, and intranets incorporating the Internet technology are being adopted in computer systems of companies and the like. On the other hand, computer systems such as companies
For the purpose of streamlining coordination between employees, etc., groupware having functions such as e-mail, schedule management, and electronic bulletin boards is being introduced. Also, software that provides e-mail communication is known that has a broadcast communication function and a function of notifying a transmitting side whether or not an e-mail has been viewed on a receiving side.

[0003]

When a project is progressed by a plurality of persons in charge, for example, a project called “Progress of the construction of a house in a certain house” is a sales person, a construction site worker, a design person, And a plurality of persons having different roles such as a project manager. In this case, it is required that each person in charge shares the latest information on the progress of the project, so that the project can proceed without delay.

[0004] In addition, projects include large projects such as "Progress of residential construction" and small projects such as "on-site work", which is one process of residential construction, and "after-sale service after moving in". In this small project,
The person to whom the notice should be communicated may not always correspond to the person who constitutes the large project "Progress of residential construction" depending on the contents of the notice.

[0005] For example, an after-sales service person who is an operator of the small project "After-sale service" selects a person in charge according to the contents of notes such as "customer complaint" and notifies all the persons in charge. There must be. In addition, if necessary, a comment or the like for decision-making is requested from a specific person in charge, and the request must be reflected on all persons in charge.

[0006] With respect to the above-mentioned known technique relating to the electronic mail, the transmitting side of the electronic mail can know the result of the mail confirmation on the receiving side. In this case, when a person in charge is involved in a plurality of small projects, the person in charge must voluntarily organize the e-mail for each small project and keep track of the information provision history. However, information cannot be shared between persons in charge of each small project.

An object of the present invention is to record a project management system, a project management program, and a project management program capable of streamlining the communication between the persons in charge of the project and confirming the communication, and centrally managing information on the project. It is to provide a recording medium.

[0008]

A project management system according to the present invention comprises: a storage unit for storing a person in charge of a project, notes to at least one person in charge, and necessity of confirming notes to the person in charge; Control means for creating an e-mail prompting confirmation of the precautions based on the contents stored in the storage means and transmitting the e-mail to the person in charge via a communication line; and confirmation from the person in charge receiving the e-mail. Receiving means for receiving a result, wherein the storage means stores the confirmation result received by the receiving means.

Further, when the storage means stores a person who needs to confirm the precautions, a person who needs to send the e-mail and a person who needs a reply in addition to the e-mail are sent. By distinguishing and storing, the level of confirmation can be subdivided and stored. Further, the storage unit stores the confirmation result received by the reception unit in association with the corresponding person in charge, thereby displaying a list of the confirmation results of each person as a part of shared information on a project. Can be.

In another aspect, the present invention is a program for causing a computer to function as the project management system. In another aspect, the present invention is a computer-readable recording medium recording a program for causing a computer to function as the project management system.

[0011]

Embodiments of the present invention will be described below in detail with reference to the accompanying drawings. FIG. 1 is a diagram illustrating a configuration of a project management system according to an embodiment of the present invention. First, the project management system performs centralized management of information among project persons mainly using a communication line such as the Internet or an in-house LAN. In particular, by encouraging specific persons to confirm the precautions as necessary and sharing the results of the confirmation,
Make sure that everyone in charge of the project has up-to-date information on the project.

In the present embodiment, a description will be given of an example of a project "progress of residential construction" operated by a building maker or the like as an applied project. This project deals with various information generated during the process from contract to after-sales service for each customer's residence.

The project management system shown in FIG.
Contract property management server 1, project management server 2, customer service server 3, Internet 4, in-house terminal 5, outside terminal 6, customer terminal 7, and in-house LAN of intranet
8 is realized.

The contract property management server 1 manages basic information and process information for each house created when a house purchase contract is made with a customer. The house basic information includes a house name, an address, a product type, a contract date, an installation date, a sales person, and the like, and is newly registered or updated. The contracted property management server 1 has an in-house L
It is connected to the project management server 2 by an AN or the like, and the house basic information and the process information are periodically processed according to the contract with the customer and registered as information of the project management server 2.

The project management server 2 centrally manages house basic information (see FIG. 4) and detailed information (see FIGS. 5 to 8) relating to the project "Progress of residential construction".
The project management server 2 is connected to the Internet 4
Alternatively, the house-specific information, which is centrally managed, is provided to the in-house terminal 5, the outside terminal 6, and the customer terminal 7 via the in-house LAN 8.

In the present embodiment, the project management server 2 is connected to the in-house terminal 5 by an in-house LAN 8 of an intranet.
Are connected to the external terminal 6 by dial-up and connected to the customer terminal 7 by the Internet 4.

The customer service server 3 is a so-called web server, and has a part of the house-specific information managed by the project management server 2 as customer information as customer information. The customer service server 3 exchanges information via the Internet 4 in response to an information registration or inquiry request from the customer terminal 7.

The in-house terminal 5 is operated by a person in charge of sales, design, construction, after-sales service (AS), a production department, etc., or a person in charge of a management department, which constitutes the project “Progress of residential construction”. The in-house terminal 5 is connected to the project management server 2 via the intranet LAN 8 of the intranet, and mainly registers or queries information on the above-mentioned house basic information screen and various house detailed information screens (see FIGS. 4 to 8). And so on.

The external terminal 6 is operated by a person in charge of the sales, design, construction, AS, production department, etc. relating to the project "Progress of residential construction". The external terminal 6 includes a mobile phone, a PHS (Personal Handy-Phone System), a PDA (Pe
This is a so-called mobile communication device such as a rsonal digital assistant, and connects to the project management server 2 from outside by dial-up. The external terminal 6 is the internal terminal 5
Similarly, information registration or inquiry is performed mainly on the house basic information screen and the various house detailed information screens (see FIGS. 4 to 8).

The customer terminal 7 is operated by a customer who has purchased a house. The customer terminal 7 refers to the house basic information and house detailed information relating to the house managed centrally by the project management server 2 on a web screen or the like of the Internet 4, and
Register the precautions and the like regarding the house detailed information regarding the house.

In FIG. 1, an Internet service provider (not shown) is arranged between the customer service server 3 and the customer terminal 7 and the Internet 4. This Internet service provider is connected to each of the customer service server 3 and the customer terminal 7 via an ISDN line or the like. The customer terminal 7 is connected to be able to communicate with the customer service server 3 by using a communication protocol for the Internet such as TCP / IP.

FIG. 2 is a block diagram illustrating a detailed configuration of the project management server 2 according to the present embodiment. The project management server 2 includes a control unit 9, a transmission / reception unit 11, a RAM 13, a ROM 15, an input operation unit 17,
Display unit 19, CD-ROM drive 21, house information sharing database (hereinafter referred to as DB) 25, display screen DB2
7.

The control unit 9 is a CPU, and controls the operation of the entire project management server 2. In particular, (1) creation of each display screen (see FIGS. 3 to 11) using data stored in the house information sharing DB 25 and the display screen DB 27, and (2) the display screen data is transferred to the in-house terminal 5 Communication control to be transmitted to the external terminal 6 or the customer response server 3,
(3) Creation of an e-mail that prompts a specific person among the persons in charge of the project “Progress of Building Construction” to confirm the notes, and (4) the specific person makes the e-mail And display control for displaying the result (see FIG. 10) of the confirmation.

The transmission / reception unit 11 performs data transmission and reception processing with the in-house terminal 5 and the customer response server 3 based on an instruction from the control unit 9. In particular, the transmitting / receiving unit 1
1 performs the transmission processing of each display screen data in the item (2), the electronic mail transmission processing in the item (3), and the like.

The RAM 13 stores the project management server 2
Temporarily stores data required for the processing of. In particular, the display screen data (see FIGS. 3 to 11) is temporarily stored. The ROM 15 fixedly stores a processing program of the project management server 2 and the like.

The input operation unit 17 is a keyboard, a mouse, and the like, and is operated at the time of registering or updating the contents of various databases described later. The display unit 19 is an LCD or the like, and converts the code data from the control unit 9 into display data each time the contents are registered or updated in various databases, and performs display processing.

The CD-ROM drive 21 reads a program or the like stored in the CD-ROM 23 and writes it in the RAM 13 or the like based on an instruction from the control unit 9.
The house information sharing DB 25 and the display screen DB 27 are large-capacity storage devices such as a magneto-optical disk library device. FIG.
Although the DBs 25 and 27 are shown to be stored individually in the storage devices, these databases may be provided in one storage device.

The house information sharing DB 25 stores e-mail addresses of customers and persons in charge, and basic house information and detailed house information on the progress of building a house. House basic information
This is information registered on the house basic information screen (see FIG. 4).
The house detailed information is linked to the house basic information. In this embodiment, the owner / neighbor information registered on the owner / neighbor information screen (see FIG. 5), the progress confirmation information registered on the progress confirmation screen (see FIG. 6), and the notice confirmation screen (FIG. 7) (See FIG. 8), posted document information registered on the document posting screen (see FIG. 8), and the like.

The display screen DB 27 mainly includes house basic information and house detailed information, house detailed list information (see FIG. 9) edited using these information, and confirmation presence / absence inquiry information (FIG. 10).
), And screen data for displaying posted document information (see FIG. 11).

Next, each screen and data registered in each screen will be described according to the operation procedure. FIG.
It is a figure which illustrates a basic screen. This basic screen is a screen that displays basic information for each house in the project “Progress of residential construction”. The houses to be displayed are
This corresponds to a house up to six months after delivery from the contract. In the example of FIG. 3, three pieces of basic information are registered. The basic information displayed here is information automatically registered in cooperation with the contract property management server 1.

The first basic information is house code “AKDPB1”
Corresponding to the house name "AABB", product type (product) "PA",
Building area "XX city X district XX", FINE UP (FU) "1", number of units (U number) "19", scheduled installation date "2000/02/15", day of the week "Tue", six days of the week "Daian" , Sales representative (sales) “XX
○ ”, person in charge of planning and design (planning design)“ △△△△ ”, name of sales group (name of sales G)“ sales number… ”, exhibition hall“ I see ... ”, and delivery of the main body“ 2000/03 ” / 21 ”is registered.

The second basic information is house code "AKDUH7"
Corresponding to the house name "CCDD", product type (product) "SE
N ”, Building area“ X City X X District X X 2− ”, FINE UP (FU)
“1”, number of units (U number) “13”, scheduled installation date “200”
0/02/14 ”, day of the week“ Monday ”, six days of the week“ Buddha Destruction ”, sales representative (sales)“ ○ X ○ X ”, planner (planner)“ △
X @ X ", the sales group name (sales G name)" sales group ... ", the exhibition hall" urban development ... ", and the main body delivery" 2000/03/27 "are registered.

The third basic information is house code "AKDRL8"
, The house name "EEFF", product type (product) "NS
2 ”, Building area“ 849-4, XX-ku, XX City ”, FINE UP (FU)
“1”, number of units (number of U) “20”, scheduled installation date “200”
0/02/14 ”, day of the week“ month ”, six days of“ Buddha destruction ”, sales representative (sales)“ XXX ○ ”, planner (planner)“ ○
△ ○ △ ”, Sales group name (Sales G name)“ Sales No .... ”,
Exhibition hall "Yokohama No. 2 ..." and delivery of the main unit "2000/03/30"
Is registered. Here, FINE-UP (FU) indicates a rebuilding 50-day (demolition to delivery) system, and a house with a flag “1” indicates that the house has a FINE UP contract.

In FIG. 3, for example, the house code “AKDU”
When the basic information of “H7” is double-clicked with a mouse or the like, a basic house information screen shown in FIG. 4 is displayed. The basic information is designated (shown by a thick frame), and a button “list of detailed house information” 29 is displayed. Clicking on "Confirmation Inquiry Inquiry" 31 or "Contributed Document Display" 33 with a mouse or the like uses the registration information in FIG. 4 to FIG. 10 (confirmation inquiry screen) or FIG.
(Submission Document Screen) is displayed.

FIG. 4 is a diagram exemplifying a house basic information screen. This residence basic information screen is a screen for registering customer information such as the current address, the person in charge of the project "Progress of the construction of the house regarding the residence name" AABB "", and the progress.

First, in the first column from the top, the house name "AABB"
House code "AKDPB1", product type "PA", U number "1"
9 ", the sales group" Sales Second G ", and the exhibition hall" I see you "are registered.The upper information is linked to the basic information on the basic screen in FIG.

In the second column, a current address "XX city X ward XX", a building site "XX city X ward XXX", a contact address, and a contact TEL are registered. In the third column, the contract date “99/09/28”, installation schedule “2000/02/15 (Tue) (Da'an)”, and delivery schedule “2000/03/2000”
21 "is registered. Here, the building site" XX city X ward X
“X” and the installation schedule “2000/02/15 (Tue) (Daian)” are linked to the basic screen in FIG. 3, and information other than the information is registered.

The fourth column is a confirmation destination / person in charge setting column.
Sales “○○○○”, planning design “△△△△”, implementation design “△△△△”, INT (interior) “YYYY”, EXT
(Exterior) "ZZZZ", construction "RRRR", AS (after-sales service) "PPPP", management "QQQQ", production request "SS"
SS ”, HA (Housing Advisor)“ TTTT ”, Other 1
“UUUU”, other 2 “VVVV”, and other 3 “WWWW” are registered. Here, the HA indicates the customer service and office staff at the exhibition hall. The person in charge registered here is included in the person in charge registered as a confirmation destination on a notice confirmation screen (see FIG. 7) described later.

In the fifth column, the date of initial contract, the date of receiving site adjustment (current), the date of current report, PC (plan check), approval of business / design (management) takeover, four-party (four) , Production request, design work takeover, dismantling handover date, dismantling construction start, placement decision date (final date), confirmation application request, confirmation application acceptance, confirmation application permission, installation, body delivery, etc. The scheduled date and the actual date are registered for each item. Column 6 contains the problem, date, and content "Solar 3
Here, "k" is registered. Here, the PC indicates a process of checking a plan whose design has been created by the sales. These process information is based on cooperation from the contract property management server 1.

After the above registration, the button “Owner /
A screen for registering detailed house information by clicking on “Create neighborhood information” 35, “Create progress status check” 37, “Create notes check” 39, or “Submit documents” 41 with a mouse or the like (FIGS. 5 to 8) The information registered on these screens is centrally managed in association with the house basic information of the house name "AABB" shown in FIG.

FIG. 5 is a diagram showing an example of the owner / neighboring information screen. The owner / neighborhood information screen is displayed when the button “create owner / neighborhood information” 35 is clicked on the house basic information screen of FIG. 4 with a mouse or the like, and personal information of the owner and information on the neighborhood are registered. You. Here, the heading “House / neighborhood information House name: AABB” is linked to the house basic information screen of FIG.

First, in the first column from the top, ☆ (the owner's) personality “nervous”, comment “including the amount of money ...”, and the creator “○○○○ 99/10/11 11:14 AM Is registered. In the second column, the comment “The foot is bad ...” and the writer “○○○○ 99 /
10/11 11:15 AM "and ☆ Key person" Daughter ", comment" I am so strong ... "
○ 99/10/11 11:16 AM ”is registered. The third column is provided as a column for registering a person who is associated with the owner with respect to hobbies.

In the fourth column, ☆ Regarding the occupation, the contents of the owner himself "Corporate business of office equipment ..." and the entry person "○○○○
○ 99/10/11 11:19 AM ”is registered. In the fifth column, ☆ the latest contact address“ Temporary residence X ward XXXX TELaaa
-Bbbb-cccc ”and the creator“ ○○○○ 2000/01/30 1
0:37 AM ”is registered in the sixth column.
○ 99/10/11 11:20 AM ”is registered.

The seventh column is a column for registering a situation and a comment on the townscape. In the eighth column, the status “steep and bad”, the comment “north side ...”, and the entry person “OOOO 99/10/11 11:21 AM” are registered as the neighborhood relation. In addition, the ninth column is a column for the situation and comments regarding the front road. The tenth column is a column for registering remarks.

FIG. 6 is a diagram exemplifying a progress confirmation screen. This progress confirmation screen is displayed when the button "Create progress confirmation" 37 is clicked on the house basic information screen of FIG. 4 with a mouse or the like, and the progress of the customer's house construction is registered. From the process name “Contract” to “CS (Customer Ser
vice) Follows are registered for each plan and result of the person in charge. The heading “Confirm progress status House name: AABB” is linked to the house basic information screen of FIG. Here, the CS follow refers to a visit by a construction chief to a customer after the delivery of a house to confirm the situation.

In this screen, process information managed by the contract property management server 1 and data managed after cooperation with the project management server 2 are registered in correspondence with each process. The information of each process registered in the contract property management server 1 is information initially managed by the contract property management server 1, and is registered in the columns of “plan” and “actual”.
The information on the right side of the column is registered for each process after cooperation with the project management system. Specifically, the items “entry in charge”, “in charge plan”, “responsibility result”, “entry person”, and “comment” are registered. By the signature operation, the entry date and the entry name of the item "entry" are input.

For example, regarding the process name “delivery”,
The information registered in the contract property management server 1 is the plan “2000/03/21”, and the information registered after the cooperation with the project management server 2 is the entry “sales” and the initial plan “2000”. / 03/21 ”,“ 20 in charge of the plan ”
00/03/21 ”, entrant“ 2000/03/24 × XXX ”and comment“ Thank you very much. ".

FIG. 7 is a diagram exemplifying a notice confirmation screen. This notice confirmation screen is displayed when the button "Create notice confirmation" 39 is clicked with a mouse or the like on the house basic information screen of FIG. 4, and is displayed in the process of the project "Progress status of house construction for house name" AABB "". Are registered, including the person in charge registered in FIG. Here, the heading "Notes confirmation house name: AABB" is linked to the house basic information screen of FIG.

First, in the first column from the top, "promises" which are classification items of the precautions, the phase to which the precautions are applied, "6. 99
/ 12/19 10:07 AM ”is registered. The above phase corresponds to the process name in the progress registered in FIG.

In the second column, the contents of the precautions, "external structure stair removal cost, tow branch cutting ..." are registered. The third column is a column for associating the contents of the second column with a phase, a reference document name, and a document link. The fourth column is a column for registering a confirmation destination for confirming the above-mentioned notes and necessity of confirmation for the confirmation destination. In the example of FIG. 7, “Confirmation required (none: no confirmation required: confirmation required return: response required)” is shown.

In this case, the person in charge who is registered as the confirmation required "none" can voluntarily determine whether or not there is a notice on the notice confirmation screen via the house detailed information list (see FIG. 9) described below. Make sure you are the person in charge. The person in charge registered as “confirmed” requires a voluntary confirmation of the presence or absence of a notice in the above-mentioned house detailed information list, and an e-mail prompting confirmation of the notice is separately transmitted. In addition, the person in charge registered at the "return" required confirmation will voluntarily confirm the presence or absence of any precautions in the above-mentioned detailed house information list, and will also receive the above e-mail separately to respond to the precautions. A reply is required.

Regarding the registration example for the above-mentioned precautions, the sales “OOOO” is “None”, and the plan design “
△ ”is“ none ”, implementation design“ △△△△ ”is“ return ”, INT
“YYYY” is “none”, EXT “ZZZZ” is “return”, construction “RR
“RR” is “None”, AS “PPPP” is “None”, management “QQQQ” is “Sure”, production request “SSSS” is “None”, HA “TTTT” is “None”, and other 1 “UUUU” "No", other 2 "VVVV"
Is “Sure”, Other 3 “WWWW” is “No”, Other 4 “MMM
“M” is registered in “Return”.

In this example, the person in charge registered on the house basic information screen of FIG. 4 is linked, and the other four “MMMM” are newly registered as “return”. By including the customer of the house name “AABB” as the person in charge of this project and registering it as “customer”, the customer terminal 7
The user is allowed to access and can browse this confirmation screen on the WEB.

Regarding the registration of the confirmation required, for example, when it is desired to register the management “QQQQ” with “Sure”, click (check) “Sure” in the box with a mouse or the like, and a mark “•” is displayed on the left of “Sure” Is displayed, and buttons “confirm” and “reply” are displayed. In addition, if you want to register the other 4 "MMMM" at the confirmation destination "Return", click "Return" in the box with a mouse or the like and mark "•" to the left of "Return".
Is displayed, and buttons “confirm” and “reply” are displayed.

In the present embodiment, the button "Return" is also displayed for the person registered at the confirmation destination "Sure". As a result, a response document can be created by not only clicking the button "confirmation" with a mouse or the like, but also clicking the button "response" as necessary, and reflecting the response document to all persons in charge. In addition, a button “confirm” is also displayed for the person in charge registered at “return” requiring confirmation. In this way, if a reply document cannot be created due to time or the like, by clicking the button “confirm” with a mouse or the like, it is possible to reflect the fact that the notes are being confirmed to all persons in charge.

As described above, the notes on this notice confirmation screen are registered as promised items, communication items, etc. according to the contents. As will be described later, this precaution is applied when the precaution is registered as the precaution itself in the process name (phase) shown in the progress status confirmation screen of FIG. 6 as in the example of FIG. When the detailed house information is newly created or changed on the neighborhood information screen, the progress status confirmation screen in FIG. 6, and the document posting screen in FIG. 8, it may be registered as a report on the new creation or change. The latter case will be described later in the description of the inquiry operation.

Persons registered in relation to the notes include persons in charge of the project "Progress of residential construction related to house name" AABB "" (see FIG. 4). It is registered (see FIG. 7).

FIG. 8 is a diagram exemplifying a document posting screen. This document submission screen is displayed when the button “document submission” 41 is clicked on the house basic information screen of FIG. 4 with a mouse or the like, and the document information relating to the process of the project “Progress of house construction for house name“ AABB ”” Is registered. Here, the heading "Document submission House name: AABB" is linked to the house basic information screen of FIG.

First, regarding the document information column, the first column from the top includes the phase “5. After correction”, the document name “plan view”, and the creator “SSSS 20” related to the registered document information.
00/01/22 05:49 PM ”is registered. The above phase corresponds to the process name in the progress registered in FIG.

In the second column, the attached file "AABB House 1"
F, “AABB House 2F”, “AABB House Rooftop”, “AABB House Electric 1”
F "and" AABB House Electric 2F "are registered, of which the attached file" AABB House 1F "is designated and the file is displayed.In the third column, a comment is registered. A column for registering a confirmation destination for confirming the above-mentioned document (attached file) is provided for the confirmation required column, which is linked to the person in charge of registration in FIG.

The procedure for registering house basic information and house detailed information has been described above with reference to FIGS. Next, FIG.
9 and FIG. 11 to FIG.
A description will be given of an operation performed when each person in charge constituting the “progress status of the house building related to B” refers to the information in the house information sharing DB 25.

FIG. 9 is a diagram exemplifying a house detailed information list screen. The document names displayed on this list screen are documents in which detailed house information (FIGS. 5 to 8) relating to each house is newly created or updated. The example in FIG. 9 is a display example when the button “house detailed information list” 29 is clicked without specifying any of the three basic information in FIG.
B, “CCDD” and “EEFF”).

For example, the house name “AABB” has a document name of 4
Are displayed. The first document name is the document name "Owner /
Neighborhood information ”and the name of the creator / latest updater“ ○○○
"○", entry date / time / latest update date / time "2000/01/30" is displayed. The second document name is the document name "Confirm progress information"
In this example, the name of the creator / latest updater “XXXXX” and the date and time of entry / latest update date and time “2000/03/22” are displayed.

As described above, the above two documents are registered on the notice confirmation screen (see FIG. 7) after the creation in FIGS. 5 and 6. The classification items at this time are, for example, “new creation of owner / neighbor information”, “update of progress status confirmation information” and the like, and the setting of the person in charge at that time is the same as described above.

The third document name is the document name “confirmation of notes”, and the name of the creator / latest updater is “XXXXX”.
The entry date / time and the latest update date / time "1999/11/19" are displayed. In addition, the classification item of the document is "Notifications", the phase is "5.4.・ "Is displayed. The fourth document name is the document name “Confirmation of notes”, and the name of the creator / latest updater is “XXXXX”, and the date and time of entry / latest update date and time is “1999/12/19”. In addition, the classification item “promise”, the phase “6. Construction handover to installation”, and the content “external structure stair removal cost...” Are displayed.

According to the inquiry on the list screen, the person in charge of the project “Progress of the construction of the house with the house name“ AABB ”” operates the in-house terminal 5 and the out-of-office terminal 6 to perform information inquiry. For example, when the column of the document name “owner / neighbor information” or “progress status check” is clicked with a mouse or the like, the corresponding owner / neighbor information screen or progress status confirmation screen is displayed, and then the corresponding precautions confirmation screen is displayed. Is displayed. Clicking the "Notes" field with a mouse or the like displays a corresponding notice confirmation screen.

FIG. 10 is a diagram exemplifying a confirmation presence / absence inquiry screen. This inquiry screen is displayed when the button "check for presence / absence" 43 in FIG. 9 is clicked with a mouse or the like, and is a screen for displaying a confirmation result for the document name shown in FIG. That is, the confirmation result of the notice is combined with the registered contents of the notice related to the detailed house information in FIGS. 5 to 8 and displayed.

On this display screen, in addition to the information on the three houses (house name “AABB”, “CCDD” and “EEFF”) shown in FIG. 9, the confirmation result (“O”) on the house name “AABB” is displayed. Or “×”) is displayed for each person in charge.

For example, regarding the fourth document name from the top, “confirmation of notes”, the person in charge registered as “confirmation required” or “return” in FIG. 7 is displayed in the column of confirmer. . For example, the implementation “△△△△” and EXT “ZZZZ”
Is registered as "return", but the confirmation result is "x"
It is. This means that the button "confirm" provided on the screen of FIG. 7 has not been clicked, that is, it has not been confirmed. In addition, management “QQQQ” and other “VVV
Although "V" is registered as the confirmation destination "sure", the confirmation result is "x", indicating that the confirmation has not been made.

The other 4 “MMMM” is the “return” to be confirmed.
Is registered, but is registered with the confirmation result “△”. This is because the button "confirmation" was clicked instead of the button "response" due to time or the like, and it can be seen that only the content confirmation has been completed.

As described above, by referencing the confirmation presence / absence inquiry screen, the person in charge of the project “Progress of the construction of the house with the house name“ AABB ”” prompts the person in charge related to his / her role to confirm. And everyone in charge can proceed with the project with the latest information. In addition, as described above, the person in charge registered as the person requiring confirmation is sent an e-mail prompting confirmation along with the voluntary confirmation on the screens of FIGS.

FIG. 11 is a diagram exemplifying a posted document screen. The document name displayed on this screen is a document in which document submission information (see FIG. 8) relating to each house is newly created or updated. In the example of FIG. 11, similarly to FIG. 9, without specifying any of the three pieces of basic information of FIG.
This is a display example when 3 is clicked, and information on three houses (house names “AABB”, “CCDD” and “EEFF”) is displayed.

For example, if the information on the house name “AABB” is 1
Are displayed. Corresponding to the house name "AABB", the entry date and time is "2000/01/22 05:51", the phase is "four times after correction", the document name is "plan view", and the contributor is "SSSS". Here, by referring to this screen, the project “house name“ AA
The person in charge who constitutes the BB "Progress of the residential construction" operates the in-house terminal 5 and the outside terminal 6 to make an information inquiry. If you click the column of the house name "AABB" with a mouse or the like, a document submission screen is displayed.

Next, the operation of the project management system according to the present embodiment will be described with reference to FIGS. FIG. 12 is a flowchart illustrating cooperation between the project management server 2 and the contract property management server 1 according to the embodiment of the present invention.

The project management server 2 manages information from a contract to delivery as information on a contract house.
The contracted property management server 1 manages these pieces of original information, and if the original information is registered manually, there is a high possibility that omission of registration will occur. Therefore, a function of automatically processing the original information is required.

The process information such as the installation date (date on the building) and the delivery date is frequently changed. Since each task is affected by the basic process, the process information is indispensable in addition to the basic information of the project management server 2, and a timely update is required.

The basic information and the process information of the contract house are accurately registered and maintained by the contract property management server 1 which is a contract property management and accounting settlement management system.
The basic information and the process information updated by the server 1 are taken into the project management server 2.

First, in step S101, the project management server 2 sends the house basic information and the process information registered in the database of the contract property management server 1, the person in charge data and the product type data registered in each master to the project management server 2. Create a linked database. This process is performed, for example, on a once-daily night batch process or the like for the house for which the contract has been completed.

Next, in step S102, the contents of the cooperative database created in step S101 are converted as data in the house information sharing DB 25 of the project management server 2. In this process, the data format created by the contract property management server 1 is converted into the data format of the house information sharing DB 25. By this processing, the in-house terminal 5, the out-of-office terminal 6, and the customer terminal 7 can register and refer to the information in FIGS.

FIG. 13 is a flowchart for explaining the operation of the project management system according to the present embodiment. Here, a description will be given focusing on a screen displayed on each terminal when the in-house terminal 5 and the outside terminal 6 access the project management server 2. In particular, here, a case will be described in which, in the house detailed information, after the content is corrected on the progress status confirmation screen, this is checked by each person in charge as a caution.

First, in step S201, the person in charge X designates the house code of “Y house” on the basic screen (see FIG. 3), and presses the “progress” button provided on the house basic information screen (see FIG. 4). Click "Create status confirmation" 37 with a mouse or the like to display a progress status confirmation screen (see FIG. 6).

Next, in step S202, after the contents are corrected on the progress status confirmation screen, the display returns to the house basic information screen, and the button "Precautions Confirmation" 39 is clicked. Register as content. In this registration example, the person in charge A is registered as “confirmed”, the person in charge B “yes”, and the person in charge C “return”. As described above, in addition to the person in charge registered in FIG. 4, a new confirmation destination may be additionally registered as necessary. This step S201
And the registered contents in S202 are stored in the house information sharing DB 25 of the project management server 2 (step S20).
3).

FIG. 14 is a diagram exemplifying a confirmation presence / absence inquiry screen. Next, in step S204, a confirmation presence / absence inquiry screen is displayed, and the confirmation result of each person is inquired. Here, after registration on the notice confirmation screen (see FIG. 7) is completed by the person in charge X, before confirmation by the confirmers B and C, the house Y is designated on the basic screen (see FIG. 3), and the button is clicked. A case is shown where a “confirmation inquiry” screen 31 is displayed by clicking “confirmation inquiry” 31.

This screen displays only the information about the Y residence by designating the Y residence on the basic screen. At this point, the house name "Y House", the document name "Check progress",
Filler "X", date and time of entry "○ / month / day", and content "---"
Following “−−”, the confirmer “B” displays the confirmation class “Sure” and the confirmation result “X”, and the confirmer “C” displays the confirmer class “Return” and the confirmation result “X”. As a result, it is understood that the persons in charge B and C have not yet confirmed the notes at this point.

In step S205, the control unit 9 of the project management server 2 creates an e-mail based on the registered contents in step S202 and notifies the user of a notice. Specifically, from the e-mail addresses of the persons in charge stored in the house information sharing DB 25, the address of the person in charge of sending the mail is read. Next, an e-mail to the read e-mail address is created, which is composed of a fixed phrase such as the comment "Notes regarding Y House" and the contents of the precautions.

In step S206, the created e-mail is stored in a mail area provided in the house information sharing DB 25 or the like. Then, in step S207, the persons in charge B and C operate the in-house terminal 5 or the outside terminal 6, and
Display the mail inbox inquiry screen.

FIG. 15 is a diagram exemplifying a received mail inquiry screen. In the second line, the sender “person in charge X”, the date and time “○ / month / day”, and the subject “confirmation of the progress of Y House” are displayed.

Next, in step S208, the persons in charge B and C open the electronic mail from the person in charge X. More specifically, an e-mail (not shown) is displayed by clicking a subject such as "Confirmation of progress of Y House" on the second line of the inquiry screen with a mouse or the like. This e-mail is provided with a link button (not shown) for linking to the progress confirmation screen (see FIG. 7).

In step S209, persons in charge B and C
If the link button of the displayed e-mail is clicked with a mouse or the like, then, in step S210, a progress status confirmation screen (of Y House) is displayed, and further, a notice confirmation screen registered after correcting the contents of the confirmation screen is displayed. Is displayed.

The persons in charge B and C confirm the contents of the precautions and confirm the type of registration “certain” or “return”. In this case, since the person in charge B is registered as "sure", the button "confirm" is clicked in step S211.

Since the person in charge C is registered in "Response", when the button "Response" is clicked in step S212, a response screen is displayed in step S213. In step S214, the person in charge C writes a reply document on the reply screen and registers the reply content.

The confirmation results in steps S211, S214 are stored in the house information sharing DB 25 (step S21).
5). In the present embodiment, as described in the previous confirmation presence / absence inquiry screen (see FIG. 10), each confirmation result is determined in step S
It is registered corresponding to each person in charge registered in 202.

FIG. 16 is a diagram exemplifying a confirmation presence / absence inquiry screen. This diagram illustrates a case where, after step S214, the person in charge of the project “Progress of the residential building of House Y” displays a confirmation presence / absence inquiry screen (step S21).
6).

The confirmation result “×” of the persons in charge B and C in FIG. 14 is updated to “O”, and the confirmation date and time is “□ month / day”.
Are displayed together. In particular, for the person in charge C, the reply content "---" is displayed in addition to the confirmation result and the confirmation date and time.

As described above, the project management system according to the present embodiment includes (1) securing information reliability,
(2) Duplication of confirmation by e-mail transfer function, (3)
The button "confirm" and "response" reflect the confirmation result to all the persons in charge.

Regarding the above item (1), the house basic information and the process information are periodically taken in from the contract property management server 1 where the house information for managing the contract property and managing the accounting settlement is maintained. . Regarding the item (2), by not only sharing information but also prompting confirmation and response, the confirmer and the confirmation time can be referred to, and anyone can grasp the confirmation status between the persons in charge. Regarding the above item (3), in addition to the voluntary confirmation by referring to FIGS. 3 to 10, when the information poster makes a confirmation request, an e-mail is forwarded to the confirmation requester, and the confirmation is doubled. Can be achieved.

FIG. 17 is a conceptual diagram illustrating the cooperation between the project management server 2 and the customer service server 3 according to the present embodiment. Here, a process when the customer terminal 7 accesses the project management server 2 via the customer service server 3 will be described.

Instead of the information from the customer being registered and operated in the project management server 2 by the sales representative or the like, the customer terminal 7 is also transmitted via the WEB in order to transmit the information directly and in a timely manner. Information can be registered or referred to the project management server 2 (house information sharing DB 25).

As described above, a customer service server (WEB server) 3 is installed separately from the project management server 2, and the server 3 has house basic information (see FIG. 4) and house detailed information (see FIGS. 8) is stored as customer data. The customer terminal 7 registers information such as notes on the server 3 by using a site of a customer homepage. The registered contents here are the same as the above-described processing on the notice confirmation screen (see FIG. 7).

In the project management server 2, “customer” is registered as “confirmation required” in the same manner as the person using the in-house terminal 5 and the outside terminal 6. Here, of the information of the customer residence registered in the project management server 2, only the information registered as “required confirmation destination” on the notice confirmation screen is transferred to the server 3 and displayed on the customer terminal 7. You.

By sharing information on the project “Progress of residential construction” and including customers in addition to the in-house staff in the subject of unification of the interface, the time required for contacting customers is reduced. The flow of information transmission “customer → person in charge → other person in charge” becomes “customer → all persons in charge”.

The cooperation between the project management server 2 and the customer service server 3 is described in (1) “Confirmation required (see FIG. 7)”.
And (2) registering information in the project management server 2 or selectively referring to information via the customer response server 3 by adding a customer to the system.

Although the embodiments of the present invention have been described in detail with reference to the drawings, the specific configuration is not limited to these embodiments, and a design within the scope of the present invention is provided. May be changed.

For example, in the above-described embodiment, house basic information (see FIG. 4), house detailed information (see FIGS. 5 to 8), and the like are registered using input operation unit 17 of project management server 2, and house information is registered. Although it is stored in the shared DB 25, it is registered using an input device or the like (not shown) from a registration screen (see FIGS. 4 to 8) displayed on the in-house terminal 5, the out-of-office terminal 6, or the customer terminal 7. Is also good.

Further, in the above embodiment, an e-mail including the contents of the precaution is created and transmitted to the corresponding person in charge. Alternatively, regardless of whether or not the content of the precautionary statement is included, create an e-mail prompting the user to confirm the precautionary statement with a comment such as "Cautionary notice has arrived" and send it to the appropriate person in charge. Any configuration is acceptable. in this case,
The contents of the precautions should be confirmed by clicking a link button provided in the e-mail or the like, and the confirmation result should be displayed on the confirmation presence / absence inquiry screen of FIG. 10 by clicking the button “confirm” or “reply”. .

Further, in the above embodiment, the person in charge of the project and the e-mail address are stored in the house information sharing DB 25.
4 and FIG. 7, when registering the name of the person in charge, an e-mail address which is information unique to the person in charge is directly registered. You may. As a result, it is possible to save time and effort for reading the e-mail address.

As described above, in the project management system of the present invention, the house information sharing DB 25 stores the person in charge of the project, notes to at least one person in charge, and necessity of confirming the notes to the person in charge. The control unit 9 creates an e-mail for prompting the user to confirm the notes based on the stored contents (see FIG. 6), and transmits the e-mail to the relevant person via a communication line such as the intranet LAN 8 of the intranet.
The transmission / reception unit 11 receives a confirmation result from the person in charge who received the e-mail. Finally, the house information sharing DB
25 stores the received confirmation result. This allows
Everyone in charge of the project can check the contents of the precautions according to their roles, and can also share data on the entire project.

In this system, the house information sharing DB2
In the case of storing the person in charge who needs to confirm the precautions, the person in charge 5 who needs to send an e-mail and the person who needs a reply in addition to sending the e-mail are stored in the area 5 separately. Is done. According to the content of the precautions and the role of the person in charge, the confirmation is divided into two stages: "necessary (in a broad sense)" and "nothing", and the confirmation "necessary (in a broad sense)" is confirmed (in a narrow sense)
By distinguishing between "necessary" and confirmation "return", communication between persons in charge is further enhanced.

In the present system, the house information sharing DB2
5, the received confirmation result is stored contents (see FIG. 6).
Is stored in correspondence with the person in charge. When confirming the precautions, a confirmation request is sent to the person in charge using the e-mail function. The result of the confirmation ("O", "X" or the response document) is registered by linking to the above stored contents. You.

The project management system of the present invention can be realized by a program for causing the project management system to function. This program is stored in a computer-readable recording medium.

The recording medium on which the program for executing the operation of the present system is recorded may be the ROM 15 of the project management server 2 shown in FIG. 1, or a CD-ROM drive 21 or the like as an external storage device. It may be a CD-ROM 23 or the like which is provided with a program reading device and is readable by inserting a recording medium into the program reading device.

The recording medium may be a magnetic tape, a cassette tape, a floppy (registered trademark) disk, a hard disk, an MO / MD / DVD, or the like, or a semiconductor memory. Further, the above program can be realized as an extended function version of general-purpose groupware having functions such as electronic mail and an electronic bulletin board.

[0113]

According to the present invention, it is possible to streamline communication between project staff and confirmation of the communication.
Information on projects can be centrally managed.

[Brief description of the drawings]

FIG. 1 is a diagram illustrating a configuration of a project management system according to an embodiment of the present invention.

FIG. 2 is a diagram illustrating a detailed configuration of a project management server according to the embodiment of the present invention.

FIG. 3 is a diagram illustrating a basic screen.

FIG. 4 is a diagram illustrating an example of a house basic information screen.

FIG. 5 is a diagram illustrating an owner / neighborhood information screen.

FIG. 6 is a diagram exemplifying a progress confirmation screen;

FIG. 7 is a diagram exemplifying a notice confirmation screen;

FIG. 8 is a diagram illustrating a document posting screen.

FIG. 9 is a diagram exemplifying a house detailed information list screen.

FIG. 10 is a diagram illustrating a confirmation presence / absence inquiry screen;

FIG. 11 is a diagram illustrating a posted document screen.

FIG. 12 is a flowchart illustrating cooperation between the project management server and the accounting settlement management server according to the embodiment of the present invention.

FIG. 13 is a flowchart illustrating an operation of the project management system according to the embodiment of the present invention.

FIG. 14 is a diagram exemplifying a confirmation presence / absence inquiry screen.

FIG. 15 is a diagram illustrating a received mail inquiry screen.

FIG. 16 is a diagram illustrating an example of a confirmation presence / absence inquiry screen.

FIG. 17 is a conceptual diagram illustrating cooperation between a project management server and a customer service server according to the present embodiment.

[Explanation of symbols]

 1 Contract Property Management Server 2 Project Management Server 3 Customer Service Server 4 Internet 5 In-house Terminal 6 Outside Terminal 7 Customer Terminal 8 Intranet Internal LAN 9 Control Unit 11 Transmission / Reception Unit 13 RAM 15 ROM 17 Input Operation Unit 19 Display Unit 21 CD -ROM drive 23 CD-ROM 25 House information sharing DB 27 Display screen DB 29 House detailed information list button 31 Confirmation presence / absence button 33 Contributed document display button 35 Owner / neighborhood information creation button 37 Progress status creation button 39 Notes creation 41 Document submission button 43 Confirmation inquiry button

Claims (5)

[Claims] 1. A storage unit for storing a person in charge of a project, notes for at least one person in charge, and necessity of confirming the notes for the person in charge, and the notes based on the contents stored in the storage means. Control means for creating an e-mail prompting confirmation of the e-mail and transmitting the e-mail to the person in charge via a communication line; and receiving means for receiving a confirmation result from the person in charge who received the e-mail. The project management system stores the confirmation result received by the receiving unit. 2. The storage means, when storing a person who needs to confirm the precautions, a person who needs to send the e-mail and a person who needs a reply in addition to sending the e-mail. 2. The project management system according to claim 1, wherein the project management system stores the information separately. 3. The project management system according to claim 1, wherein the storage unit stores the confirmation result received by the receiving unit in association with the person in charge. 4. A program for causing a computer to function as the project management system according to claim 1. 5. A computer-readable recording medium on which a program for causing a computer to function as the project management system according to claim 1 is recorded.