JP2002269019A - Project management method, program for executing the method, and recording medium - Google Patents

Abstract

PROBLEM TO BE SOLVED: To execute speedy and rational project management by using IT technology. SOLUTION: When the manager of a project clicks the display of the name of a person in charge on a sheet (S1), a screen is switched to a new mail transmission screen (step S2) and mail address information is inserted (S3). Then, a routine phrase selected from the selection screen of a routine phrase list is inserted (S4). The manager generates a mail showing a request and an instruction to the person in charge and transmits it (S5). Thus, a transmission date is displayed in the transmission item column of the spread sheet (S6). When the person in charge opens the transmitted mail (S7), the confirmation date is displayed on a confirmation item (S8). The person in charge transmits result data to the manager (S9). Consequently, received date information is displayed on the received item column of the spread sheet (S10). The virus of the mail of result data is checked (S11), an attached file is started and is preserved in a designated folder with mail information (S12 and S13).

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a project management method, and a program and a recording medium for executing the method. More specifically, it is possible to perform quick and rational project management using IT technology. About technology.

[0002]

2. Description of the Related Art In a company or the like, various projects are planned on a daily basis, and a project team promotes work. To achieve the purpose of the project, many project members carry out their duties in their respective roles. However, in such a situation, the use of IT is progressing even in the work sites of companies and the like, and electronic projects are being carried out in project promotion work. Email and data communications are increasingly used. For example, a leader who promotes a project requests an e-mail to the responsible person at each planned step and receives data on the result of the requested job in order to carry out the work according to the schedule and on time. It is necessary to control the entire project work.
In such a case, if there are a large number of persons requesting steps or tasks to achieve the project goal, various forms and folders need to be managed to manage all the progress.

[0003]

SUMMARY OF THE INVENTION The present invention has been made in view of the above-described circumstances, and utilizes IT technology to provide:
It is an object of the present invention to provide a project management method capable of performing quick and rational project management, and a program and a recording medium for executing the method.

[0004]

According to a first aspect of the present invention, when a plurality of project members promote a planned project operation, a computer system is used to perform general management related to the promotion of the project. The project management method according to claim 1, wherein the exchange of information between the project members is performed by using e-mail, and a record of the transmission and reception of the e-mail is displayed in a list in a spreadsheet realized by software, so that the overall project The feature is that the progress can be visually recognized.

According to a second aspect of the present invention, in the first aspect of the present invention, the spreadsheet includes name information of project members, record information of transmission / reception of mail information in one or a plurality of business steps constituting the project, and At least business achievement delivery date information for each business step is set.

According to a third aspect of the present invention, in the first or the second aspect of the invention, the record information of the mail transmission / reception in each of the steps set in the spreadsheet is a manager who takes an overall position of the project or a representative position thereof. Transmission date information indicating the date on which the request / instruction / contact mail was sent to the project member, confirmation date information indicating the date on which the project member who received the request / instruction / contact mail opened the mail and checked the contents, and The project member who has performed the confirmation performs a process corresponding to the confirmation mail, and includes reception date information indicating a date on which the manager has received a mail indicating the result / comment transmitted by the project member. It was done.

According to a fourth aspect of the present invention, in the third aspect of the present invention, the record information of the mail transmission / reception is automatically displayed in a corresponding part of the spreadsheet on an actual mail transmission date or a reception confirmation date of a recipient. It is characterized by having made it.

According to a fifth aspect of the present invention, in the third or fourth aspect of the present invention, when an operator clicks on a record information portion of mail transmission / reception displayed on the spreadsheet, the corresponding mail is opened and displayed. It is characterized by having been done.

According to a sixth aspect of the present invention, in the second aspect of the invention, when the name information of the project member displayed on the spreadsheet is clicked, the screen is switched to a new mail creation screen.
The e-mail address of the clicked project member and the title of the step of the corresponding project are automatically inserted, and the operator selects an arbitrary fixed phrase from a prepared fixed phrase list, and the selected fixed phrase is selected. Is inserted into the mail document part to enable mail creation.

According to a seventh aspect of the present invention, in the invention of the second aspect, regarding the task achievement delivery date information for each of the task steps, an e-mail indicating the result / comment from the project member in the corresponding step is not transmitted to the manager. In this case, a display method of the delivery date information is changed from a date and time that is a predetermined period before the business achievement delivery date, and further another display method is changed after the business achievement delivery date.

According to an eighth aspect of the present invention, in the invention of the seventh aspect, the change of the display method changes a display color of the delivery date information.

According to a ninth aspect of the present invention, in the invention according to any one of the first to eighth aspects, an outgoing mail exchanged between project members is provided with identification code information capable of identifying the outgoing mail. By adding the identification code information in the reply mail to the mail,
The transmission mail is displayed in a predetermined column of the reply mail.

According to a tenth aspect of the present invention, in the invention of any one of the first to eighth aspects, when an outgoing mail exchanged between project members is received, if there is an attached file, a virus check is performed. , Received mail, and / or the received mail and the attached file are stored in a predetermined individual folder.

The invention of claim 11 is the invention of claims 1 to 10
A program for executing the project management method according to any one of the above.

According to a twelfth aspect of the present invention, there is provided a recording medium storing the program according to the eleventh aspect.

[0016]

DESCRIPTION OF THE PREFERRED EMBODIMENTS In a preferred embodiment of the present invention,
The project management method is realized by software running on a computer. In a preferred embodiment, data is shared between a plurality of terminals and messages are exchanged by groupware. Groupware is a general term for software that aims to allow multiple people to work together on an internal network.
Usually, it is made on the assumption that it is used on a LAN.
The main functions of the groupware include (1) e-mail for exchanging messages with users of the groupware or outside, (2) electronic conference rooms for meetings among a plurality of users, ( 3) An electronic bulletin board that publishes information to an unspecified number of users, (4) A scheduler that shares calendars among users, (4) A database function that shares information in various formats, (6) Requests for approval and circulation There is a workflow function that allows you to send such information in a fixed order. By using these features, you can share information, speed up the transmission of information,
It is possible to promote work efficiency and productivity. Groupware users can customize these software to apply to internal business, or integrate and use other software.

Of course, the software for realizing the present invention is not limited to the above-described groupware, and data may be transmitted and received using a browser by an Internet system. If possible, various forms can be used.

The project in the present invention is not only a business form of a company or the like performed by assembling members in order to execute a specific theme in the company or the like, but also in general, a specific processing by a designated delivery date. In a broad sense, including the forms of organizations and systems that are planned to implement
The project management method of the present invention is applicable to all systems for exchanging information in such a form.

FIG. 1 is a diagram for explaining an embodiment of the project management according to the present invention. An example of a display screen of a spreadsheet of software running on a computer to execute the project management is partially shown. FIG. FIG. 2 is a diagram showing an example of a mail creation screen.

As shown in FIG. 1, the display items on the management screen of the project management software according to the present invention include "person in charge" 10 and "step 1" 2
0, “Step 2” 30 and “Folder” 40 are set.

The "step 1" 20 includes "transmission" 21, "confirmation" 22, "reception 1" 23, "reception 2".
24 and “delivery date” 25 are set, and “Send” 3
1, "confirmation" 32, "reception 1" 33, "reception 2" 34,
Each sub-item of “delivery date” 35 is set.

In the spreadsheet of FIG. 1, first, an item of “person in charge” 10 describes the name of each person in charge of the project member. It can be linked to information, address information of the person in charge, and the like. Also, fixed phrases used when exchanging e-mails are selected in advance and held as fixed phrase list information.

"Step 1" 20 and "Step 2" 3
0 is set for each step of the planned project, and the number of steps is not limited to the illustrated number of steps, but is set individually for each project. Additional steps can be added to the spreadsheet later as the project progresses. Also, sub-steps within the step can be separately set. Alternatively, the display may be cleared at the stage when the processing relating to the transmitted mail is completed, and the display column may be used again in the next step.

"Transmission" 21 in "Step 1" 20
In the items of (1), the sender of the request and the instruction information (for example, an administrator such as a project leader) (hereinafter described as an administrator)
The date when the information was sent to the person in charge is displayed. When retransmitted, the date may be updated on that date. The mail to be transmitted can be created on a screen as shown in FIG. The creation screen 50 includes “Send” 51, “Preset phrase” 52, “Reply” 53, “Destination” 54, “Subject” 5
5 and a message creation column 56 are set. When the user clicks on the "fixed phrase" 52, the prepared fixed phrase list is displayed, and an arbitrary fixed phrase can be selected.

In the item of "confirmation" 22 in FIG. 1, the date when the person in charge opened the mail indicating the request and the support information on the screen is displayed. In “Receive 1” 23 and “Receive 2” 24, the date when the administrator received a reply or report mail from the person in charge regarding the transmitted mail is displayed. In some cases, a reply or report e-mail from the person in charge described above is required a plurality of times, so a plurality (here, two times) of reception items are set. The mail sent from the manager to the person in charge always has symbol information for identifying the mail to be sent. By attaching this identification symbol information to the mail from the person in charge to the manager, the person in charge sends the message. The mail from the administrator can be automatically displayed at a predetermined position on the mail sheet.

At this time, as shown in FIG. 2, a reply button 53 is displayed on the mail transmission screen, and a message such as "Please report the result with this reply button" is displayed on the mail. Has been made. If the person in charge does not use the reply button 53, it can be managed under a spreadsheet.

When the manager receives the mail from the person in charge, the received data is stored in a folder. At this time, a virus check is performed on the received data, and if there is an attached file, the file is automatically activated after the virus check and stored in a designated folder together with mail information. When the administrator, etc. opens the received data, click the corresponding date display of the received item on the spreadsheet screen, and the received data stored in the corresponding folder is changed by the application that follows the data format of the received data. Opened on screen. The link between the mail information and the attached data can be seen at a glance in the folder.

The item of "delivery date" 25 displays delivery date information indicating the business performance date set in each step. If no response / report data is received from the person in charge within 3 days before the set delivery date, the display color of the date information of the corresponding delivery date changes, and it changes to another color when the delivery date has passed. I do. For example, what was displayed in colorless changes to yellow three days before the delivery date, and turns red when the delivery date has passed. In the present invention, the display color is not limited to the change as described above, but may be changed at a predetermined date. The explanation of the above steps is
Although it relates to "Step 1" 20, a similar display is performed in "Step 2" 30 (or another project step in another configuration example not shown). In the item of “folder” 40, a folder for saving data is displayed.

FIG. 3 is a flowchart for explaining a project management method according to the present invention applied to the software. First, when a manager or the like transmits request information or instruction information to a person in charge of a project, he or she first clicks the name of the person in charge on the spreadsheet (step S1). Then, the spreadsheet display is switched to a new mail transmission screen (step S2), and the mail address information of the person in charge linked to the person in charge name information is automatically inserted into the sender address field of the mail transmission screen (step S2). S3). At this time, the title of the step is also automatically set on the mail transmission screen. Here, the administrator or the like displays a screen for selecting a fixed phrase list used when exchanging e-mails, selects an arbitrary fixed phrase, and the selected fixed phrase data is inserted into a screen for creating an outgoing mail. (Step S4).

Then, the manager creates a mail indicating request / instruction information and other necessary information for the person in charge, and clicks a send button set on the mail sending screen to execute the mail transmission ( Step S
5). The transmission date of the mail is automatically displayed in the transmission item column of the spreadsheet (step S).
6).

When the person in charge opens the e-mail sent from the manager or the like to the person in charge (step S7), the confirmation date is displayed in the confirmation item of the spreadsheet as the date on which the mail was confirmed (step S8). ). The person in charge performs the task in response to the e-mail sent from the manager or the like, creates the result data, and sends the result data to the manager or the like by e-mail (step S9). In the reception item column of the spreadsheet, reception date information of a manager or the like of the mail transmitted from the person in charge is displayed (step S10). The e-mail of the result data is subjected to a virus check (step S11). If there is an attached file, the e-mail is automatically activated after the virus check and is stored in a designated folder together with the e-mail information (steps S12 and S13). .

When the administrator or the like opens the received data, clicking the corresponding date display of the received item on the spreadsheet screen changes the received data stored in the corresponding folder to the data format of the received data. Is opened on the screen by the application that follows.

The present invention can be implemented as a program for causing a computer to execute a project management method. The program is stored in storage means such as a server or the server and the user terminal, and can execute the functions of the present invention. As a recording medium, specifically, a CD-ROM, a magneto-optical disk, a DVD-RO
M, a floppy (registered trademark) disk, a flash memory, and various other ROMs and RAMs, etc., can be assumed. By distributing the functions, the functions can be easily realized. Then, the program is read by the information processing apparatus by attaching the recording medium as described above to an information processing apparatus such as a computer, or the program is stored in a storage medium provided in the information processing apparatus, and if necessary, By reading, the project management function according to the present invention can be executed.

[0034]

As is apparent from the above description, according to the present invention, transmission / reception / folder management capable of performing overall management from one sheet to the achievement of the project purpose and schedule management for each step. Function,
As a result, it is possible to improve work efficiency (appliance).

[Brief description of the drawings]

FIG. 1 is a diagram for describing an embodiment of project management according to the present invention.

FIG. 2 is a diagram showing an example of a mail creation screen.

FIG. 3 is a flowchart for explaining a project management method according to the present invention applied to the software.

[Description of Signs] 10: Name of person in charge, 20: Steps 1, 21, 31, 51
... Send, 22, 32 ... Confirm, 23, 33 ... Receive 1, 2
4, 34 ... reception 2, 25, 35 ... delivery date, 30 ... step 2, 40 ... folder, 50 ... creation screen, 52 ... fixed phrase,
53 ... reply, 54 ... address, 55 ... subject, 56 ... message creation field.

Claims (12)

[Claims] 1. A project management method for performing, by using a computer system, general management related to the promotion of a project when a planned project operation is promoted by a plurality of project members. The mutual information is exchanged using e-mail, and the record of the transmission and reception of the e-mail is displayed as a list in a spreadsheet realized by software, so that the overall progress of the project can be visually recognized. Project management method to do. 2. The project management method according to claim 1, wherein the spreadsheet includes name information of project members, record information of transmission / reception of mail information in one or a plurality of business steps constituting the project, and each business process. A project management method characterized by at least setting task achievement delivery date information for each step. 3. The project management method according to claim 1, wherein the record information of the mail transmission / reception in each of the steps set in the spreadsheet is obtained by an administrator who takes an overall position of the project or a representative position thereof. Transmission date information indicating the date on which the request / instruction / contact email was sent to the project member, confirmation date information indicating the date on which the project member who received the request / instruction / contact email opened the email and checked the contents, and The project member who performed the confirmation performs a process according to the confirmation mail, and includes reception date information indicating a date on which the manager has received a mail indicating the result / comment transmitted by the project member. Project management method. 4. The project management method according to claim 3, wherein the record information of the mail transmission / reception is automatically displayed in a corresponding part of the spreadsheet on an actual mail transmission date or a reception confirmation date of a recipient. A project management method characterized by the above. 5. The project management method according to claim 3, wherein an operator clicks a record information portion of the mail transmission / reception displayed on the spreadsheet to open and display the corresponding mail. A project management method characterized by the following. 6. The project management method according to claim 2, wherein when the name information of the project member displayed on the spreadsheet is clicked, the screen is switched to a new mail creation screen, and the click is performed on the mail creation transmission screen. Automatically inserts the project member's e-mail address and the title of the corresponding project step, and furthermore, the operator selects an arbitrary fixed phrase from a prepared fixed phrase list, and sends the selected fixed phrase by e-mail. Insert into the document section,
A project management method characterized by the ability to create emails. 7. The project management method according to claim 2, wherein a mail indicating the result / comment from the project member in the corresponding step is not transmitted to the manager with respect to the work achievement delivery date information for each of the work steps. A project management method, wherein a display method of the delivery date information is changed from a date and time that is a predetermined period before the business achievement delivery date, and another display method is changed after the business achievement delivery date. 8. The project management method according to claim 7, wherein the change in the display method changes a display color of the delivery date information. 9. The project management method according to claim 1, wherein an outgoing mail exchanged between project members is provided with identification code information capable of identifying the outgoing mail. A project management method characterized by adding the identification symbol information to a reply mail to the reply mail to display the transmitted mail in a predetermined column of the reply mail. 10. The project management method according to claim 1, wherein when an outgoing mail exchanged between project members is received, if there is an attached file, a virus check is performed. A project management method, wherein a received mail and / or a received mail and the attached file are stored in a predetermined individual folder. 11. A program for executing the project management method according to claim 1. 12. A recording medium on which the program according to claim 11 is recorded.