JP2005227892A - Project management system, method and program - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a program management system that allows effective and efficient management of progresses in a way matching Japanese companies, while at the same time taking up documents for the sharing of knowledge. <P>SOLUTION: The program management system includes a means for managing tasks that constitute a project and resulting documents while associating them with each other, and a means for calculating the rates of progress of the corresponding tasks according to the creation status of the documents. <P>COPYRIGHT: (C)2005,JPO&NCIPI

Description

  The present invention relates to a project management system, a project management method, and a project management program.

Conventionally, many project management tools such as “MS-PROJECT” (trademark) have been put on the market for the purpose of effectively and efficiently managing the progress of work (for example, Non-Patent Documents 1 and 2). reference.). This type of project management tool can be broadly divided into a software development management project management tool derived from a software development process management system, a production management project management tool derived from a manufacturing process management system, There is a project management tool for the construction process management system derived from the process management system for the construction industry.
"Microsoft Project Version 2002 at a glance" Nikkei BP Soft Press "The essence of project management practice mastered with Microsoft Project" ASCII

By the way, the above-mentioned project management tools such as “MS-PROJECT” (trademark) were born from work in Europe and the United States, and are not suitable for the work of Japanese companies. There are very few users who use it as an original progress management tool just by using it as a copy-writing tool. That is, most users
(1) Write a schedule on the whiteboard.

  (2) Make a copy using the project management tool.

  (3) Print and distribute the dated schedule plan to members.

(4) Write progress on the whiteboard based on reports from members.
In fact, the so-called “walling management” is being carried out.

  In Europe and the United States, leaders clearly define the details of the member's tasks and manage them strictly. In Japan, however, the independence of the members is respected to some extent, and the meeting is conducted with relatively rough instructions. This is due to the fact that it is roughly managed using milestones such as reviews and reviews.

  Therefore, with the conventional project management tools that require detailed subdivision of the tasks that make up the project, the leader cannot perform sufficient drop-in, and there are too many management points, resulting in a poor overall outlook. Becomes apparent. In addition, the number of projects with short delivery times has increased recently, and the same leaders and members are often performing multiple projects in parallel. This has further spurred poor prospects.

  Another reason why the above-described project management tool is not effectively used is that the progress rate of each assigned task must be manually input each time. For this reason, forgetting input or intentionally skipping input results in data that does not reflect the actual situation. Furthermore, since the progress rate is determined by the subjectivity of the input person, a large variation in numerical values is one of the reasons for lowering the management reliability.

  On the other hand, the necessity of sharing knowledge (intellectual property) within a company has long been regarded as more important, but it is natural to manage documents created in a company office as in the United States and Europe. Unlike the environment (culture), in Japan, individuals currently store documents, and there is almost no mechanism for collecting and managing documents created in the course of a project.

  The present invention has been proposed in view of the above-mentioned conventional problems, and the object of the present invention is to enable effective and efficient progress management and knowledge sharing in accordance with the actual situation of Japanese companies. The object is to provide a project management system, a project management method and a project management program that can simultaneously download documents for conversion.

  In order to solve the above problems, in the project management system of the present invention, as described in claim 1, means for managing the tasks constituting the project and the document that is the product in association with each other; And means for calculating the progress rate of the corresponding task from the document creation status. As a result, the management unit is not too fine, and the document becomes clear in appearance, and it can be effective and efficient with good prospects in line with the actual situation of business in Japanese companies. Furthermore, the progress rate is automatically and objectively grasped in conjunction with the creation of the document that is the result of the task, so that the burden of inputting is not burdened and the evaluation does not vary. In addition, the document that is the result of the task is always under the control of the system, and knowledge sharing can be achieved at the same time.

  According to a second aspect of the present invention, the progress rate of the task can be determined according to the stage of the creation status from the initial creation to completion of the document. This makes it possible to easily grasp the progress rate.

  According to a third aspect of the present invention, it is possible to arbitrarily set the document creation status stage and the progress rate increase. As a result, it is possible to make adjustments according to the actual state of business.

  Further, as described in claim 4, the creation status of the document reflects the stage of temporary registration after starting, the stage of provisional numbering of the document number, the stage of completion of review to members, and the review result. It can include modified, under review, approved, and distributed stages. Thereby, it is possible to appropriately grasp a general document creation state.

  Further, as described in claim 5, the task and the document can be displayed in a list together with the progress rate. As a result, the progress can be managed while looking over the entire single or multiple projects.

  In addition, as described in claim 6, by designating the document from the list, the corresponding document content can be displayed. As a result, it is possible to easily refer to the document content that is the product of the task.

  In addition, as described in claim 7, it is possible to manage and display an event schedule that becomes a milestone of the project. As a result, it is possible to clearly indicate an event or the like as a check point for the progress of the task.

  In addition, as described in claim 8, it is possible to present a created document that can be referred to as a reference in the initial creation of the document. Thereby, the efficiency of document creation can be improved, and the result of knowledge sharing can be exhibited.

  According to a ninth aspect of the present invention, the progress rate of the corresponding task is calculated from the step of managing the task constituting the project and the document that is the product associating and the creation status of the document. It can comprise as a project management method provided with a process.

  In addition, as described in claim 10, the progress rate of the corresponding task is calculated from the procedure for managing the tasks constituting the project and the document that is the product in association with each other and the creation status of the document. It can be configured as a project management program that causes a computer to execute the procedure.

  In the project management system, the project management method, and the project management program of the present invention, the progress management can be performed effectively and efficiently in accordance with the actual situation of a Japanese company, and a document for sharing knowledge can be managed. There is an effect that siphoning can be performed simultaneously.

  Hereinafter, embodiments of the present invention will be described with reference to the drawings.

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

  In FIG. 1, the project management system includes a project management server / document flow server 1 having a main control function for project management and a document flow (workflow) control function for document review / approval, and a document. Document management server 2 that accumulates and centrally manages, multi-function copying machine 3 having functions such as copying, printer, facsimile, and scanner, client 4 such as personal computer used by the project leader, A client 5 such as a personal computer used by the members is connected to each other via a network 6.

  FIG. 2 shows an example of the internal configuration of the project management server / document flow server 1 and the document management server 2 in FIG.

  In FIG. 2, a project management server / document flow server 1 includes a project management unit 11 having a main control function for project management, and a document flow management unit 12 having a document flow control function for document review / approval. And various types of information 13 to 16 that are referred to or set in the course of processing.

  The project management unit 11 sets, in the project definition information 14, a user authentication unit 111 that checks the authority of the connecting user with reference to the account information 13, and receives information from the project leader and defines the project. A project setting unit 112; a task setting unit 113 that accepts input of a project leader to define tasks that constitute a project in the task definition information 15; and a milestone that accepts input of a project leader or member. And a schedule setting unit 114 for setting the schedule information 16 in the schedule information 16.

  Here, the project definition information 14 set by the project setting unit 112 includes a project name, a list of task names included in the project, a list of project member names, and the like. The task definition information 15 set by the task setting unit 113 includes a task name, a document name that is a product of the task, a member name in charge, and the like.

  Further, the project management unit 11 is associated with each task, and a progress rate increase setting unit 115 that sets an increase rate of the progress rate evaluated according to each stage of the creation status of the document that is a task product. The document creation status detection unit 116 for detecting the created document creation status, and the progress rate increase rate set by the progress rate increase rate setting unit 115 based on the document creation status detected by the document creation status detection unit 116. It includes a progress rate calculation unit 117 that calculates the progress rate of the task in consideration, and a list table creation unit 118 that formats the project definition information, task definition information, and schedule information together with the progress rate into a list table.

  On the other hand, the document management server 2 includes a document management unit 21 that reads or writes document information in response to a request from the project management server / document flow server 1 or the clients 4 and 5 (FIG. 1) via the network 6; Reference document information 22 for accumulating already created documents as part of knowledge sharing, and result document information 23 for accumulating documents that are the deliverables of tasks constituting the project are included.

  The operation of the embodiment shown in FIGS. 1 and 2 will be described below.

  First, at the start of the project, the project leader operates the reader client 4 and logs into the project management server / document flow server 1. At this time, the user authentication unit 111 of the project management server / document flow server 1 uses the account information 13 to check the authority. When the authority as a project leader is confirmed, operations as a leader such as project setting, task setting, milestone setting are permitted.

  The leader of the project whose authority has been confirmed determines and inputs the project name, task list, member name, etc. that define the project under the control of the project setting unit 112 of the project management unit 11. It is stored in the project definition information 14 by the setting unit 112. It is also possible to update a project definition that has already been set. It is also possible to reuse an already defined project definition as a template.

  Next, the project leader, under the control of the task setting unit 113 of the project management unit 11, details of the task, the document name that is the product, the name of the document that has been created, the member name, the delivery date, etc. Set. These pieces of information are stored in the task definition information 15 by the task setting unit 113.

  Next, under the control of the progress rate increase range setting unit 115 of the project management unit 11, the project leader determines the increase rate of the progress rate that is evaluated according to each stage of the creation status of the document that is the result of the task. Set.

FIG. 3 is a diagram showing an example of setting the progress rate increase range.
(1) The stage where we started and provisionally registered (document contents have not been released) (2) The stage where the document number has been provisionally numbered (document contents have been released) (3) The stage of review completion for members (4) Review results Stages that have been revised and revised (5) Stages under review (6) Approved stages (7) Divided into stages that have already been distributed As a result, the progress rate is set to 100%. It should be noted that the status event and the amount of increase serving as a trigger for increasing the progress rate can be arbitrarily set in accordance with the actual state of business.

  Returning to FIG. 1 and FIG. 2, the project leader can set an event schedule (schedule) as a milestone for each project as necessary. This is performed under the control of the schedule setting unit 114 of the project management unit 11, and the input event schedule is stored in the schedule information 16.

  After completing the above project, task, and schedule settings, the project leader requests members to work. This request may be transmitted verbally or by e-mail, or may be automatically made as part of the function of the project management unit 11 of the project management server / document flow server 1.

  On the other hand, a project member operates the member client 5 and logs in to the project management server / document flow server 1. At this time, the user authentication unit 111 of the project management server / document flow server 1 uses the account information 13 to check the authority.

  When authority as a member of a project is confirmed, it is possible to refer to project definitions and task definitions within the scope that the member is allowed to refer to as an operation within the scope of the authority of the member. A work schedule can be set. The personal work schedule is stored in the schedule information 16 under the control of the schedule setting unit 114 of the project management unit 11.

  In carrying out the business, the members of the project create a document according to the contents of the requested task. At this time, a document can be created based on a reference document set in the task definition by the project leader. This is made possible by the document management unit 21 of the document management server 2 acquiring a corresponding reference document from the reference document information 22 and sending it back to the client 5 based on a request from the client 5 operated by a project member.

  A project member creates a document based on a new or reference document and temporarily registers the document in association with a task in the document management server 2, so that the creation status of the document is subsequently managed by the project management server / document flow server 1. It will be managed by the unit 11. In addition, an add-on function to an application (word processing software) for creating a document is used to request an association with a task when the application ends, and a document already associated with a task is automatically stored in the document management server 2 Can be controlled.

  Documents that have been created will go through a status such as provisional numbering of document numbers → review to members → correction reflecting the review results → review → approval → distribution according to the flow of work thereafter. However, these document creation statuses are detected by the document creation status detection unit 116 of the project management unit 11 of the project management server / document flow server 1. In other words, provisional numbering of the document number, review to the member, correction reflecting the review result, distribution, etc. require input of information indicating the status under the control of the document management unit 21 of the document management server 2. Can be detected. The examination and approval can be detected from the status information of the document flow management unit 12 of the project management server / document flow server 1.

  The progress rate calculation unit 117 in the project management unit 11 of the project management server / document flow server 1 sets the progress rate increase range setting unit 115 based on the document creation status detected by the document creation status detection unit 116. The progress rate at the present time is calculated in consideration of the increase rate of the progress rate. For example, in FIG. 4, when the document corresponding to the task “price list creation” is already approved, “100%” is calculated as the progress status (progress rate), and the document corresponding to the task “release notification creation” is calculated. Is the provisional registration stage, “10%” is calculated as the progress status (progress rate).

  In this way, since the progress rate is automatically and objectively grasped in conjunction with the creation of the document that is the result of the task, there is no burden of input and there is no variation in evaluation. Is.

  Next, when the project leader operates the client 4 for the leader and logs in to the project management server / document flow server 1 to request the display of the list in order to grasp the progress of the project managed by the project leader. The list creation unit 118 of the project management unit 11 generates list table data and displays it on the screen of the client 4.

  FIG. 5 is a diagram showing an example of a list display screen, in which a task, a person in charge, a deliverable, and a reference document are displayed in a list format in an area a, and a Gantt chart (bar chart) indicating a plan and an actual result of each task in an area b. At the same time, the progress (progress rate) is displayed. In the area c, an event schedule that becomes a milestone is displayed. In the area c, when a personal My Task is opened, a ToDo list indicating a personal work schedule is displayed. Further, by clicking the buttons d and e, the scale of the schedule can be switched in units such as “week”, “1 month”, and “3 months”, for example. Furthermore, the project to be displayed can be switched by clicking the tab f. It is also possible to aggregate and display the progress of multiple projects.

  On the other hand, by clicking an icon indicating a deliverable, for example, icon g, an application such as a word processor can be started and the contents of the document can be displayed. FIG. 6 shows an example of a document content display screen activated from the list display.

  The project leader will judge the progress of each task from the list display, but the unit of management is not too fine and it is a clear document, so it is easy to see single or multiple projects. Effective and efficient management.

  On the other hand, through the above progress management, all documents resulting from the task are placed under the management of the system, so that knowledge can be shared at the same time.

  The present invention has been described above by the preferred embodiments of the present invention. While the invention has been described with reference to specific embodiments, various modifications and changes may be made to the embodiments without departing from the broad spirit and scope of the invention as defined in the claims. Obviously you can. In other words, the present invention should not be construed as being limited by the details of the specific examples and the accompanying drawings.

It is a block diagram of the project management system concerning one Embodiment of this invention. It is a block diagram of a project management server / document flow server and a document management server. It is a figure which shows the example of a setting of a progress rate increase width. It is a figure which shows the example of the relationship between a document preparation condition and a progress rate. It is a figure which shows the example of a screen of a list display. It is a figure which shows the example of the document content display screen started from a list display.

Explanation of symbols

DESCRIPTION OF SYMBOLS 1 Project management server and document flow server 11 Project management part 111 User authentication part 112 Project setting part 113 Task setting part 114 Schedule setting part 115 Progress rate increase width setting part 116 Document creation condition detection part 117 Progress rate calculation part 118 List creation Section 12 Document flow management section 13 Account information 14 Project definition information 15 Task definition information 16 Schedule information 2 Document management server 21 Document management section 22 Reference document information 23 Result document information 3 Multifunctional copier 4 Client 5 Client 6 Network

Claims (10)

A means of managing the tasks that make up the project and the resulting documents in association with each other;
A project management system, comprising: means for calculating a progress rate of the corresponding task from the document creation status.   The project management system according to claim 1, wherein the progress rate of the task is determined corresponding to a stage of creation status from initial creation to completion of the document.   3. The project management system according to claim 2, wherein the stage of creating the document and the increase rate of the progress rate can be arbitrarily set.   As for the creation status of the above documents, the stage of starting and provisionally registering, the stage of provisional numbering of the document number, the stage of reviewing to members, the stage of revision reflecting the review results, the stage of reviewing, and approval The project management system according to claim 2, wherein the project management system includes a stage and a distributed stage.   5. The project management system according to claim 1, wherein the task and the document are displayed together with a progress rate.   6. The project management system according to claim 5, wherein the content of the corresponding document is displayed by designating the document from the list.   The project management system according to any one of claims 1 to 6, wherein an event schedule serving as a milestone of the project is managed and displayed.   The project management system according to any one of claims 1 to 7, wherein a created document that is used as a reference in the initial creation of the document is presented so as to be referred to. A process of managing the tasks that make up the project and the resulting document in association with each other;
And a step of calculating a progress rate of the corresponding task from the document creation status. A procedure for managing the tasks that make up a project and the resulting documents in association with each other,
A project management program for causing a computer to execute a procedure for calculating a progress rate of the corresponding task from the document creation status.

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