JP2004362187A - Project management system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a project management system that assists in planning projects with accuracy. <P>SOLUTION: The project management system comprises: a WBS task registration means connected to the system of a project manager and the system of a project member via a network to register the operations of the project as tasks subdivided in the form of a tree; a ToDo list registration means for registering daily tasks for each operator; and a database for integrally managing and storing as task information the contents registered by the WBS task registration means and the ToDo list registration means. The schedule of each project and the schedule of each operator are integrally managed. <P>COPYRIGHT: (C)2005,JPO&NCIPI

Description

[0001]
TECHNICAL FIELD OF THE INVENTION
The present invention relates to a project management system for efficiently managing a project.
[0002]
[Prior art]
2. Description of the Related Art Conventionally, as a project management system, a system that manages a project based on a project plan and progress has been known (for example, see Patent Document 1).
[0003]
In this example, when the progress of the project is behind the plan, the work period of the subsequent work accompanying the progress delay is automatically changed.
[0004]
[Patent Document 1]
JP-A-10-240804
[Problems to be solved by the invention]
The invention described in the above-mentioned prior art is effective because the rescheduling can be performed in accordance with the progress as long as the schedule of the project plan created in advance by hand is appropriate. However, if the schedule of the project plan is extremely short, rescheduling is repeatedly performed because the progress is often delayed. As a result, there is a problem that the end time of the project cannot be known.
[0006]
The present invention has been made to solve the above problems, and has as its object to provide a project management system that supports accurate project planning.
[0007]
[Means for Solving the Problems]
In order to solve the above-mentioned problem, a project management system of the present invention is connected to a project manager system and a project member system via a network, and registers a work of a project as a task subdivided into a tree. Means, a ToDo list registration means for registering daily tasks for each worker, and a database for centrally storing the contents registered by the WBS task registration means and the ToDo list registration means as task information, This is a system that enables accurate schedule planning by integrally managing the schedule for each project and the schedule for each worker.
[0008]
BEST MODE FOR CARRYING OUT THE INVENTION
Hereinafter, an embodiment of a project management system of the present invention will be described with reference to the drawings.
[0009]
First, the overall configuration of the project management system of the present invention will be described.
[0010]
FIG. 1 is a block diagram showing the overall configuration of an embodiment of the project management system of the present invention.
[0011]
As shown in FIG. 1, the project management system includes, in a server 1 of the project management system, a computer 3 (hereinafter simply referred to as a project manager) operated by at least one project manager and a computer 4 operated by at least one project member. (Hereinafter simply referred to as a project member) and a computer 5 (hereinafter simply referred to as a contractor) operated by at least one contractor are connected via a network 2.
[0012]
The server 1 of the project management system includes a task registration unit 11 for storing project tasks, an outsourcing unit 12 for outsourcing part or all of the registered tasks to the contracting company 4, and a charging unit for charging a service fee for outsourcing. 13 and a database 18 for storing execution results of the task registration unit 11, the outsourcing unit 12, and the billing unit 13. The project manager 3 and the project members 4 can operate the task registration means 11 via the network 2. The task registration means 11 includes a WBS task registration means 111 for registering a work of a project as a WBS (Work Breakdown Structure), a ToDo list registration means 112 for registering daily work contents, and a task for switching a task display format. And switching display means.
[0013]
Further, the project manager 3 and the contracting company 4 can operate the outsourcing means 12 via the network 2.
[0014]
Next, the hardware configuration of the project management system will be described.
[0015]
FIG. 2 shows a hardware configuration in an embodiment of the project management system.
[0016]
The project management system includes a computer 10 having the functions of the server 1 of the project management system, a computer 30 used by the project manager, a computer 40 used by the project members, and a computer 50 used by the contractor. It consists of. Here, the computer is provided with input / output devices such as a monitor, a storage device, a keyboard, and a LAN card. The computer 30, the computer 40, and the computer 50 can use the project management function mounted on the computer 10 via the network 2. The network 2 is not limited to a wired communication cable, but may be wireless.
[0017]
Hereinafter, the WBS task registering means 111 and the ToDo list registering means 112 of the task registering means 11 which support the preparation of a highly accurate project plan will be described.
[0018]
First, the WBS task registration means 111 for registering the tasks obtained by subdividing the work of the project into the database 18 will be described with reference to FIGS.
[0019]
FIG. 3 is a diagram for explaining contents for registering task information of a project in the database 18.
[0020]
FIG. 4 is an example of a screen for registering and displaying task information of a project in WBS format.
[0021]
FIG. 5 is an example of registration of task information of a project.
[0022]
The specification of the task information is shown at 181 in FIG. The task information 181 includes a project name, a WBS No, a WP flag, a task name, a scheduled start date, a deadline, man-hours, required skills, resources (person in charge of the task), a preceding WBS No, a start record, an end record, an achievement rate, There are items such as slack periods. The uniqueness of data is expressed by the project name and the WBS No.
[0023]
The WBS registration screen is, for example, as shown in FIG. As the operation of the project manager 3 or the project member 4, first, a target project is selected from the menu 111b according to the WBS registration screen 111a. When the data related to the selected project is stored in the task information 181 of FIG. 3, the content is displayed on the spreadsheet 111c. The operator inputs data to an item to be added to the spreadsheet 111c.
[0024]
FIG. 5 is a diagram showing the contents registered in the task information 181 by pressing the registration button after inputting the information as shown in FIG. Here, the WP (Work Package) flag indicates whether or not the registered task is a refined terminal task. In the case of True, the terminal task is set. In the case of False, the upper-level task is set. means.
In addition, information such as a scheduled start date, a deadline, man-hours, required skills, resources, and the like is registered only for tasks whose WP flag is True.
[0025]
Next, the ToDo list registration means 112 for the project member 3 to register the daily ToDo list in the database 18 will be described with reference to FIGS.
[0026]
FIG. 6 is an example of a screen for registering and displaying task information of a project in a ToDo list format for each resource (person in charge of a task).
[0027]
FIG. 7 is a flowchart for displaying the initial values of the screen in the ToDo format shown in FIG. 6 based on the data of the task information 181 already registered.
[0028]
The ToDo list registration screen is, for example, as shown in FIG. As an operation of the project member 4, first, a target resource (person in charge of a task) is selected from the menu 112b according to the ToDo list registration screen. Subsequently, data related to the selected resource is displayed on the spreadsheet 111c according to the processing flow shown in FIG. Here, the processing flow of displaying the ToDo list registration screen will be described with reference to FIG.
[0029]
The task information whose resource field in the task information 181 matches the resource name selected in the menu 112b is read one by one (steps 1 and 2). If the WP flag of the read task information is True, the task name of the upper level of the WBS No is added to the task name (steps 3 and 4). Next, the task information is displayed on the screen (step 5). If this task corresponds to a critical path, it is highlighted by coloring bold letters or characters (step 6). Finally, a margin is calculated by subtracting the earliest start date from the latest start date of the task and other task execution steps during the task execution period, and outputs the result to the screen and task information (step 7, 8). This is repeated for the number of records (step 9). As described above, the task information 181 is a single piece of information that can be registered from both the WBS registration screen 111a and the ToDo list registration screen 112a.
[0030]
Next, a description will be given of a process up to the calculation of the allowance period in FIG. 6 based on the task information 181 shown in FIG. 5 with reference to FIG.
[0031]
FIG. 8 is a diagram illustrating the margin calculation process in step 7 using a PERT diagram. Letters from A to F represent task events, and arrows represent tasks. The earliest start date means the day when the task can be executed earliest, and the latest start date means the latest day that can be started without affecting the end date of the project. For example, the earliest start date of a task (documentation) between B and C is 2/11, and the latest start date is 2/12. Also, the spare time of this task means one day.
[0032]
Based on the above processing results, the content indicated by X in FIG. 6 is displayed on the screen. By looking at the slack, urgent tasks can be identified. Further, the operator can further input data to be added to the spreadsheet 112c. Y in FIG. 6 is an example in which a new task is added. This task overlaps with the task whose WBS No. is 1.2 for a half day (0.5 days). Therefore, the value of z in the margin period is changed from 1 to 0.5. As a result, it is possible to grasp the margin of the task in consideration of interference with other tasks.
[0033]
Next, a method for displaying the initial values of the screen in the WBS format shown in FIG. 4 based on the data of the task information 181 will be described with reference to FIG.
[0034]
The task information in which the project name field of the task information 181 matches the project name selected in the menu 111b is read one by one (steps 1 and 2). If the WP flag of the read task information is False, the value of the field excluding the WBS No and the task name is set to empty ("-") (steps 3 and 4). Subsequently, the read information is displayed on the screen (step 5). This is repeated for the number of records registered in the task information 181 (step 6).
[0035]
Note that the two types of flowcharts described so far and shown in FIGS. 15 and 7 are algorithms of the task switching display unit 113.
[0036]
Hereinafter, a task entrustment service for a project, which is an example of using the task registration unit 11 in the present invention, will be described with reference to FIGS.
[0037]
FIG. 9 is a diagram for explaining project information and contractor information registered in advance when implementing a task entrustment service for a project.
[0038]
FIG. 10 is a display example of a screen for registering project information.
[0039]
FIG. 11 is a diagram for explaining a transaction procedure of the task entrustment service of the project.
[0040]
FIG. 12 is a diagram for explaining scheduled order task information in the task consignment service of the project.
[0041]
In FIG. 9, 182 shows project information, and 183 shows contracted company information. The project information 182 includes items such as company ID, company name, address, person in charge, password, telephone number, e-mail address, account number, project ID, project name, and project contents.
[0042]
The project information registration screen is, for example, as shown in FIG. As an operation of the project leader, first, each item is input according to the project information registration screen 182a. When the registration button is pressed after inputting the information, the input information is registered as project information 182. Then, by registering this project information, the user becomes a system user and is notified to the e-mail address to which the enrollment registration result 182b such as a member ID (project ID) and a password is input. The notification means may be a letter, a facsimile or the like in addition to the mail.
[0043]
The same applies to the registration processing of the contracted company information. The contracted company information registered in the database 18 is shown as contracted company information 183 in FIG. The contracted company information 183 includes items such as a company ID, a company name, an address, a person in charge, a password, a telephone number, an e-mail address, an account number, a company profile, and a possession skill.
[0044]
Next, the flow of a task consignment service performed between the project manager 3, the contractor 4, and the server 1 of the project management system will be described with reference to FIG.
[0045]
In FIG. 11, first, the project manager 3 logs in to the server 1 of the project management system based on the project ID and the password acquired on the project information registration screen (1). The server 1 of the project management system refers to the project information 182 on the basis of the project ID and the password, performs an authentication process for deciding whether to pass or fail (2), and notifies the project manager 3 of the authentication result (3). Here, if there is an error in the project ID or the password, the authentication fails, and the project manager 3 cannot perform the next procedure. If the authentication result is successful, the project manager 3 performs the task of registering the scheduled task (4). Here, the registration items of the main task information to be ordered will be described with reference to FIG. The scheduled task information 184 includes items such as order ID, order status, project name, WBS No, task name, task content, delivery date, budget, required skills, bid deadline, and bid conditions. The order ID is a value for distinguishing it from other orders, and is automatically issued to the server 1 of the project management system. The order status indicates the status of the order, and indicates the current status among the statuses such as waiting for an estimate response, waiting for selection of a contractor, waiting for delivery, waiting for acceptance, and completing a contract. The successful bid condition is a condition for selecting from the contracting companies that have bid, and includes a low price priority, a contract period priority, a skill priority, and a manual.
[0046]
When the registration of the scheduled task is completed, the server 1 of the project management system notifies the contracting company 5 of the bidding condition (5). The contents to be notified are the order ID, the project name, the WBS No, the task name, the task contents, the delivery date, the required skills, and the bid deadline of the scheduled task information 184. The contracting company 5 who wants to bid logs in to the server 1 of the project management system based on the company ID and password obtained in advance (6). The server 1 of the project management system refers to the contracted company information 183 based on the company ID and the password, performs an authentication process for deciding whether or not to pass / fail (7), and notifies the contracted company 5 of the authentication result (8). If there is an error in the company ID or the password, the authentication fails, and the contracting company 5 cannot perform the next procedure.
If the authentication result passes, the contracting company 5 registers the bid information (9). Here, the bid information is shown in FIG. The bid information 185 includes items of a bid ID, a company ID of the contracting company 5, an order ID, a contractable delivery period, an estimated amount, and a bid date. Enter the item of the estimated amount.
[0047]
If the bidding date is before the bidding deadline, the server 1 of the project management system registers the bidding information in the bidding information 185 (10). At this time, the server 1 of the project management system additionally writes the bid ID, the company ID of the contracting company 5, and the bidding date based on the login ID of the contracting company 5 and the date of the system.
[0048]
The server 1 of the project management system refers to the successful bid condition of the entrusted task in the scheduled order task information 184, and notifies the project manager 3 of the bidding information 185 if it is set to manual (11). The project manager 3 selects (contracts) one desired contracting company 5 from the bid information (12). Further, when the successful bid condition is set to the low price priority, the contract date priority, or the like, the server 1 of the project management system selects a contract company 5 that satisfies the condition (12a).
[0049]
The server 1 of the project management system notifies the contract company 5 and the project manager 3 of the successful bid result (13). The contracting company 5 that failed to make a successful bid ends the service here. The contracted company 5 that has won the bid carries out the task entrusted (14) and delivers the result (15). The server 1 of the project management system notifies the project manager 3 of the acceptance request (16), and the project manager 3 returns the acceptance result (17). Finally, the server 1 of the project management system notifies the project manager 3 and the contracting company 5 that the contract has been completed.
[0050]
Finally, an example of a business flow of the project management system of the present invention will be described.
[0051]
FIG. 14 is a diagram illustrating an example of a business flow of the project management system of the present invention.
[0052]
The project manager 3 and the contract company 5 register as members in the server 1 of the project management system. The confidentiality agreement will be concluded upon completion of member registration.
[0053]
As the contents of the service, the server 1 of the project management system provides the contracting company 5 with information provision of commissioned tasks and ordering (consignment) service. In addition, the project manager 3 is provided with an estimate response and information on the progress.
[0054]
After the task outsourcing contract is confirmed, the flow of the delivered goods is delivered from the contracting company 5 to the project manager 3 via the server 1 of the project management system. Along with this, the price is paid from the project manager 3 to the server 1 of the project management system, and the commission fee is paid from the server 1 of the project management system to the contracting company 5. The server 1 of the project management system charges a fee from the project manager 3. The amount of the commission is, for example, a difference or a part of the difference when the commission can be outsourced lower than the budget. These depositing and withdrawing processes are realized by the charging unit 13 in FIG.
[0055]
【The invention's effect】
According to the present invention, by registering a project plan in two types, that is, a WBS format and a ToDo format, it is possible to create an accurate project plan in consideration of a margin period. In addition, the outsourcing means 12 can draft a project plan aiming at strategically outsourcing a task of a project with no margin such as a critical path, a task requiring high skills, a task with insufficient resources, etc. to a contractor.
[Brief description of the drawings]
FIG. 1 is a block diagram illustrating a system configuration according to an embodiment of the present invention.
FIG. 2 is a diagram showing a hardware configuration of an embodiment of the present invention.
FIG. 3 is a diagram illustrating task information.
FIG. 4 is a display example of a task information registration screen.
FIG. 5 is an example of data registration of task information.
FIG. 6 is a display example of a ToDo list registration screen.
FIG. 7 is a flowchart showing a ToDo list registration screen display.
FIG. 8 is a diagram illustrating a margin calculation process using a PERT diagram.
FIG. 9 is a diagram illustrating project information and contracted company information.
FIG. 10 is a display example of a project information registration screen. FIG. 11 is a diagram illustrating a transaction processing procedure of a task entrustment service of a project.
FIG. 12 is a diagram illustrating order scheduled task information.
FIG. 13 is a diagram illustrating bid information.
FIG. 14 is a diagram illustrating an example of a business flow of the project management system.
FIG. 15 is a WBS registration screen display flowchart.
[Explanation of symbols]
DESCRIPTION OF SYMBOLS 1 ... Server of a project management system, 10 ... Computer, 11 ... Task information registration means, 11 ... WBS task registration means, 111a ... WBS task registration screen, 111b ... Menu, 111c ... Spreadsheet, 112 ... ToDo list registration means, 112a ToDo list registration screen, 112b menu, 112c spreadsheet, 113 task switching display means, 12 outsourcing means, 13 billing means, 18 database, 181 task information, 182 project information, 182a project Information registration screen, 182b Project information registration result, 183 Contracting company information, 184 Task information to be ordered, 185 Bid information, 2 Network, 3 Project manager, 30 Computer, 4 Project member 40 ... computer, 5 ... contractors, 50 ... computer.

Claims (6)

Connected to at least one project manager system and at least one project member system via a network;
A project management system that manages projects
The project management system,
WBS task registration means for registering the work of the project as a task subdivided in a tree shape,
ToDo list registration means for registering daily tasks for each worker,
A project management system comprising: a database for centrally storing the contents registered by the WBS task registration means and the ToDo list registration means as task information; 2. The project management system according to claim 1, further comprising: a task switching display unit configured to perform a switching display between a WBS task display and a To Do list display based on the task information in the database. 3. A method for calculating a slack period of a task by subtracting a man-hour of an overlap period from a slack period calculated from a critical path of the task when different tasks of the same resource overlap at the same time. At the time of task registration in the WBS task registration means and the ToDo list registration means,
The project management system according to claim 1 or 2, wherein the margin period calculated by the margin period calculation method according to claim 3 is displayed. Connected to at least one project manager system and at least one contractor system via a network;
A project management system that manages projects
The project management system,
A task registration unit including at least one of a WBS task registration unit and a ToDo list registration unit;
Outsourcing means to outsource the task registered by the task registration means to the contractor,
A billing means for billing the cost associated with the consignment,
A project management system comprising a database for storing execution results of the task registration unit, the outsourcing unit, and the billing unit. When the estimated amount of the contracting company is lower than the task commission budget of the project registered by the project manager, the charging means requests the project manager to charge the difference or the product of the product of the rate set in advance to the difference. Item 6. The project management system according to Item 5.

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