JP2021119512A - Project accounting management device, project accounting management method, and project accounting management program - Google Patents

Abstract

To provide a project accounting management device by which balance total and forecast/actual total can be confirmed by creating a budget by using an arbitrary project group different from an actual project as a virtual project, and adding up the virtual project based on actual sales and cost, and to provide a project accounting management method and a project accounting management program.SOLUTION: In a project accounting management device 100 having a control unit 102, the control part 102 includes: a project registration unit 102a which registers an actual project which is the actual project, and a virtual project in which an arbitrary project group is set by binding a plurality of the actual project and a plurality of contract details; a budget registration unit 102c which registers a budget of the actual project and the virtual project; and a totaling processing unit 102d which acquires the budget of the virtual project, totals an actual result from the actual project associated with the virtual project, sales of the contract details, and cost, and totals balance of the virtual project.SELECTED DRAWING: Figure 1

Description

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

According to Patent Document 1, the server accepts invoice information storage means for storing invoice information in association with billing receptionist identification information, and input of invoice information and billing receptionist identification information from the contractor terminal. , Controls to associate the billing receptionist identification information with the invoice information and store it in the billing information storage means, and when the input of the billing receptionist identification information is received from the ordering party terminal, the input billing reception is received. Based on the person in charge identification information, the invoice information storage means is searched, and the invoice information stored in association with the invoice reception person identification information is called and displayed on the display means of the ordering party terminal. An invoice processing system having a control means for controlling is disclosed.

Japanese Unexamined Patent Publication No. 2015-011490

Patent Document 1 provides an invoice processing system for rationalizing invoice processing that benefits both the contractor and the ordering party. In particular, construction-related work in the construction industry covers a wide range of areas such as budget management, daily report management, cost management, and financial management. Appropriate management of these operations will reduce costs and improve work efficiency. It is required to plan. However, in Patent Document 1, although the invoice processing can be rationalized, it is not possible to confirm the total income and expenditure and the total forecast and actual amount for any project different from the actual project. For example, the aggregation of actual results in a conventional project can be aggregated only by the aggregation key pattern prepared when the project occurs, and it is not possible to increase an arbitrary aggregation pattern after the project occurs. This was also the case when setting a budget, which could not be compared with a budget prepared separately from the project.

The present invention has been made in view of the above problems, and a budget is created as a virtual project for any project group different from the actual project, and the actual results of the virtual project are obtained based on the sales and cost of the actual project. It is an object of the present invention to provide a project accounting management device, a project accounting management method, and a project accounting management program capable of comparing and examining the total balance and budget of various projects by aggregating them.

In order to solve the above-mentioned problems and achieve the object, the project accounting management device according to the present invention is a project accounting management device provided with a control unit, and the control unit is an actual project, which is an actual project. A project registration means for registering a virtual project in which an arbitrary project group is set by bundling a plurality of actual projects and contract details, a budget registration means for registering the budget of the actual project and the virtual project, and a budget of the virtual project. Is obtained, the actual results are totaled from the sales and costs of the actual project and contract details associated with the virtual project, and the total processing means for totaling the balance of the virtual project is provided.

Further, the project accounting management device according to the present invention is characterized in that the project registration means individually specifies the actual project and the contract details, sets an arbitrary project group, and registers this as a virtual project. do.

Further, in the project accounting management device according to the present invention, the project registration means extracts the actual project and contract details associated with the virtual project from the registered actual projects and contract details using the extraction conditions. It is characterized by batch registration.

Further, the project accounting management device according to the present invention is characterized in that the control unit further includes a condition registration means for registering extraction conditions for extracting the actual project and contract details associated with the virtual project. do.

Further, in the project accounting management device according to the present invention, the condition registration means automatically extracts the actual project and contract details associated with the virtual project from the actual projects and contract details that will be generated in the future. It is characterized by registering the extraction conditions for the project.

Further, the project accounting management method according to the present invention is a project accounting management method executed by a project accounting management device provided with a control unit, and is an actual project executed by the control unit, and an actual project. , A project registration step for registering a virtual project in which a plurality of actual projects and contract details are bundled and an arbitrary project group is set, a budget registration step for registering the budget of the actual project and the virtual project, and a budget of the virtual project. It is characterized by including an aggregation processing step of acquiring and aggregating the actual results from the sales and costs of the actual project and contract details associated with the virtual project, and aggregating the balance of the virtual project.

Further, the project accounting management program according to the present invention is a project accounting management program to be executed in a project accounting management device provided with a control unit, and is an actual project to be executed by the control unit. A project registration step for registering a virtual project in which an arbitrary project group is set by bundling a plurality of actual projects and contract details, a budget registration step for registering the budget of the actual project and the virtual project, and a budget of the virtual project. Is acquired, and the actual results are totaled from the sales and costs of the actual project and contract details associated with the virtual project, and the totaling processing step of totaling the balance of the virtual project is included.

According to the present invention, a budget is created as a virtual project for any project group different from the actual project, and the actual results of the virtual project are aggregated based on the sales and cost of the actual project, thereby totaling the income and expenditure of various projects. It has the effect of being able to compare and examine the total of forecasts and actuals.

FIG. 1 is a block diagram showing an example of the configuration of the project accounting management device. FIG. 2 is a diagram showing an example of the basic structure of the project. FIG. 3 is a diagram showing an example of a structure for associating a project with a virtual project. FIG. 4 is a diagram showing an example of a structure in which contract details are associated with a virtual project. FIG. 5 is a flowchart showing an example of virtual project registration and aggregation processing by the project accounting management device. FIG. 6 is a diagram showing an example of a virtual project registration screen. FIG. 7 is a diagram showing an example of a registration screen when a virtual project is newly registered. FIG. 8 is a diagram showing an example of a registration screen when registering a virtual project by batch registration. FIG. 9 is a diagram showing an example of extraction conditions for batch registration at the time of virtual project registration. FIG. 10 is a diagram showing an example of a registration screen when a virtual project is registered by conditional registration. FIG. 11 is a diagram showing an example of extraction conditions for automatic execution at the time of virtual project registration. FIG. 12 is a diagram showing an example of a grouped actual project linked to the virtual project. FIG. 13 is a diagram showing an example of a registration screen when the virtual project is automatically registered. FIG. 14 is a diagram showing an example of a budget input screen for a virtual project. FIG. 15 is a diagram showing an example of budget registration for a virtual project. FIG. 16 is a diagram showing an example of the data structure of the virtual project. FIG. 17 is a diagram showing an example of aggregation for each virtual project and comparison between budget and actual results. FIG. 18 is a diagram showing an example of an input screen of the project balance sheet. FIG. 19 is a diagram showing an example of an output screen of the project balance sheet.

Embodiments of the present invention will be described in detail with reference to the drawings. The present invention is not limited to the present embodiment.

[1. overview]
In the conventional project accounting management, when the actual results are aggregated, it is possible only with the actual project and the pattern of the aggregation key associated therewith, and it is not possible to arbitrarily increase the aggregation pattern after the project occurs. In addition, the conventional budget setting is the same as the case of totaling the actual results, and since the budget setting pattern could not be increased arbitrarily, it could not be compared with the budget prepared separately from the project. In this way, when trying to create a budget for any project unit, it was necessary to program for each project unit to be aggregated, or to process the data outside the system after data output. For this reason, until now, it has been extremely difficult to create a budget or aggregate a budget for each project.

Therefore, the feature of this embodiment is to simulate an arbitrary project group different from the actual project as a virtual project, create a budget for each virtual project, and compare it with the aggregated results of sales and costs of the actual project. The point is that you can easily check the total balance and forecast / actual total of multiple projects. Until now, in project management type sales systems such as construction business and building construction, the income and expenditure was taken for each actual project. However, in the present embodiment, since the balance can be obtained in any project unit separately from the actual project, it is possible to simulate various projects, and it is appropriate to compare the balance total and the forecast / actual total of various projects. Project design is now possible.

[2. Constitution]
An example of the configuration of the project accounting management device according to the present embodiment will be described with reference to FIG. FIG. 1 is a block diagram showing an example of the configuration of the project accounting management device.

The project accounting management device 100 is a commercially available desktop personal computer. The project accounting management device 100 is not limited to a stationary information processing device such as a desktop personal computer, but is a portable personal computer, a PDA (Personal Digital Assistants), a smartphone, a tablet personal computer, or the like on the market. It may be a type information processing device.

The project accounting management device 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each part of the project accounting management device 100 is communicably connected via an arbitrary communication path.

The communication interface unit 104 connects the project accounting management device 100 to the network 300 so as to be communicable via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with another device via a communication line. Here, the network 300 has a function of connecting the project accounting management device 100 and the server 200 so as to be able to communicate with each other, and is, for example, the Internet or a LAN (Local Area Network).

Various databases, tables, files, and the like are stored in the storage unit 106. In the storage unit 106, a computer program for giving a command to a CPU (Central Processing Unit) in cooperation with an OS (Operating System) to perform various processes is recorded. As the storage unit 106, for example, a memory device such as a RAM (Random Access Memory) or a ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, an optical disk, or the like can be used. Here, the storage unit 106 includes a project data file 106a, a condition data file 106b, a virtual project detail data file 106c, a budget data file 106d, and the like.

The project data file 106a stores data related to the actual project (actual project) and the contract details for associating with the virtual project. As a method of storing these data, the user may directly input the data, or the actual project or contract detail data stored in the server 200 or the like may be stored via the network 300 and the communication interface unit 104.

The basic structure of the project and the structure of the virtual project characteristic of the present embodiment will be briefly described with reference to FIGS. 2 to 4. FIG. 2 is a diagram showing an example of the basic structure of the project. FIG. 3 is a diagram showing an example of a structure for associating a project with a virtual project. FIG. 4 is a diagram showing an example of a structure in which contract details are associated with a virtual project.

As shown in FIG. 2, as the basic structure of the project, some contract details are linked to the actual project, and sales and costs are linked to each contract detail.

On the other hand, the structure of the virtual project characteristic of the present embodiment is as shown in FIG. 3 when a plurality of actual projects are bundled to form an arbitrary project group and as shown in FIG. In some cases, a plurality of contract details are bundled to form an arbitrary project group. Then, in the case of FIGS. 3 and 4, as in FIG. 2, the sales and the cost are associated with each contract item.

Returning to FIG. 1 again, the condition data file 106b extracts the ones associated with the virtual project from the actual projects and contract details that will occur in the future, and stores the extraction conditions for automatic execution for registering the virtual project in advance. (Registration of extraction conditions by the condition registration unit 102b).

When registering a virtual project, the virtual project detail data file 106c stores a plurality of actual projects and contract details associated with the virtual project. For example, as shown in FIG. 16, the virtual project detail data is configured by associating a plurality of grouped project CDs with a virtual project number (virtual PJNO) of “KAS00001”, and also “KAS00002”. A plurality of grouped contract detail CDs are associated with the virtual project number (virtual PJNO). Sales and cost data hold keys (aggregation keys) associated with project numbers and contract details NO, and are aggregated for each virtual project when each form is output.

The budget data file 106d stores the budget data created for each virtual project registered in the virtual project detail data file 106c. For example, the operator sets the budget creation unit as the virtual project unit on the budget input screen of FIG. 14 described later, specifies the virtual project NO, and sets the planned sales amount, labor cost, outsourcing cost, material cost, etc. as the cost elements for each year. When the expense or the like is input, the budget data is created and stored in the budget data file 106d.

An input device 112 and an output device 114 are connected to the input / output interface unit 108. As the output device 114, a speaker or a printer can be used in addition to a monitor (including a home television). As the input device 112, in addition to a keyboard, a mouse, and a microphone, a monitor that cooperates with the mouse to realize a pointing device function can be used. In the following, the output device 114 may be referred to as a monitor 114, and the input device 112 may be referred to as a keyboard 112 or a mouse 112.

The control unit 102 is a CPU or the like that collectively controls the project accounting management device 100. The control unit 102 has an internal memory for storing a control program such as an OS, a program that defines various processing procedures, required data, and the like, and performs various information processing based on these stored programs. Execute. Here, the control unit 102 functionally conceptually includes a project registration unit 102a as a project registration means, a condition registration unit 102b as a condition registration means, a budget registration unit 102c as a budget registration means, and an aggregation processing means. The total processing unit 102d of the above is provided.

The project registration unit 102a performs a registration process of an actual project which is an actual project, or a virtual project in which a plurality of the actual projects and contract details are bundled and an arbitrary project group is set. When the actual project is registered by the project registration unit 102a, the contract details associated with the actual project and the sales and costs associated with the contract details are input and registered. The registered actual project and the contract details data associated with it are stored in the project data file 106a. When registering a virtual project by the project registration unit 102a, the actual project and contract details stored in the project data file 106a are individually specified, grouped, and linked to create a virtual project consisting of any project group. You can register. Further, the project registration unit 102a can extract and automatically register the actual project and contract detail data associated with the virtual project based on the extraction conditions registered by the condition registration unit 102b described later. The registered virtual project and the actual project and contract detail data associated with the registered virtual project are stored in the virtual project detail data file 106c.

When registering a virtual project, the condition registration unit 102b registers extraction conditions for extracting the actual project and contract details associated with the virtual project. For example, the condition registration unit 102b registers an extraction condition for automatic execution that automatically extracts the one associated with the virtual project from the actual projects and contract details that will occur in the future. In addition to this, the condition registration unit 102b according to the present embodiment may set extraction conditions separately for each business partner, each contract, and the like.

The budget registration unit 102c creates budget data in various units and registers it in the budget data file 106d. For example, when creating budget data for each virtual project, use the budget input screen shown in FIG. 14 for each cost element (planned sales amount, labor cost, outsourcing cost, material cost, expense, etc.) and for each year and month. By registering the budget information, it is possible to create budget data as shown in FIG. 15 described later. In addition to the virtual project unit, the budget creation unit may be a project unit, a contract detail unit, a job unit, or the like.

The aggregation processing unit 102d aggregates the sales and costs of the actual project to calculate the actual data, and at the time of outputting the form, acquires the budget of the virtual project and the actual data of the actual project, and the total balance and forecast of the plurality of projects. Aggregation processing is performed on each form so that can be compared. As described above, the aggregation processing unit 102d is a general term for each form.

[3. Concrete example]
A specific example of the present embodiment will be described with reference to FIGS. 5 to 19 to explain an example of the aggregation process of the project accounting management device according to the present embodiment. FIG. 5 is a flowchart showing an example of virtual project registration and aggregation processing by the project accounting management device. FIG. 6 is a diagram showing an example of a virtual project registration screen. FIG. 7 is a diagram showing an example of a registration screen when a virtual project is newly registered. FIG. 8 is a diagram showing an example of a registration screen when registering a virtual project by batch registration. FIG. 9 is a diagram showing an example of extraction conditions for batch registration at the time of virtual project registration. FIG. 10 is a diagram showing an example of a registration screen when a virtual project is registered by conditional registration. FIG. 11 is a diagram showing an example of extraction conditions for automatic execution at the time of virtual project registration. FIG. 12 is a diagram showing an example of a grouped actual project linked to the virtual project. FIG. 13 is a diagram showing an example of a registration screen when the virtual project is automatically registered. FIG. 14 is a diagram showing an example of a budget input screen for a virtual project. FIG. 15 is a diagram showing an example of budget registration for a virtual project. FIG. 16 is a diagram showing an example of the data structure of the virtual project. FIG. 17 is a diagram showing an example of aggregation for each virtual project and comparison between budget and actual results. FIG. 18 is a diagram showing an example of an input screen of the project balance sheet. FIG. 19 is a diagram showing an example of an output screen of the project balance sheet.

First, as shown in FIG. 5, the project registration unit 102a of the control unit 102 can select the following three types of registration methods when registering a virtual project (step SA-1).

For example, when registering a new virtual project (step SA-1: new), the user can individually specify the actual project (see FIG. 3) and contract details (see FIG. 4) associated with the virtual project (see FIG. 4). Step SA-2), a virtual project associated with this can be registered (step SA-6).

In addition, when extracting the actual project or contract details to be linked to the virtual project from the already registered actual projects or contract details and collectively registering them (step SA-1: batch registration), the user is required to perform batch registration. When the extraction condition of (step SA-3 :) is input, the actual project and contract details conforming to this extraction condition are collectively registered (step SA-4), and the virtual project associated with this can be registered (step). SA-6).

In addition, when registering in advance the extraction conditions for automatic execution in which the actual project or contract details associated with the virtual project are automatically extracted from the actual projects or contract details that will occur in the future (step SA-1 :: Condition registration), the user registers the extraction condition for automatic execution (step SA-5 :), and when there is an instruction for automatic execution (for example, pressing the execute button or registering the task scheduler), the extraction condition is met. A virtual project linked to a real project or contract details can be automatically registered (step SA-6).

For the virtual project registered in this way, the budget registration unit 102c inputs the budget for each year and month and each cost element for each virtual project, and registers the created budget (step SA-7).

Further, the aggregation processing unit 102d calculates the actual result by totaling the sales and the cost in each form in the unit of the glue pink actual project or contract details associated with the virtual project (step SA-8).

Based on such an aggregation result, the user confirms the income and expenditure of the virtual project, performs a forecast / actual comparison that aggregates the sales budget and the sales record, or performs a forecast / actual comparison that aggregates the cost budget and the cost record (step SA-9). ), End the process.

Here, an example of the registration process of the virtual project in the present embodiment will be described with reference to FIGS. 6 to 13.

When registering a virtual project, the user displays the project registration screen shown in FIG. 6 on the display of the output device 114 of the project accounting management device 100, and displays the virtual project number, registration date, virtual project name, virtual project abbreviation, and management. Enter the person in charge, the department in charge of management, the remarks of the virtual project, and whether or not there is an automatic registration target. The new tab MB1, the batch registration tab MB2, and the condition registration tab MB3 on the project registration screen of FIG. 6 are tabs for selecting a virtual project registration method. In the list below it, the actual project and contract details data registered in the project data file 106a are displayed.

Here, when the actual project and contract details to be linked to the virtual project are individually specified, when the user clicks the new tab MB1, the screen for individual linking as shown in FIG. 7 opens, and the project to be linked to the virtual project. A new virtual project can be registered by individually specifying NO and contract details NO. As a specification method, when the user looks at the list in FIG. 6 and directly inputs the project number or contract detail number in the input field of FIG. 7, or selects the project number or contract detail number displayed in the list of FIG. 6, the user selects the project number or contract detail number. The selected NO may be automatically reflected in the input field of FIG. 7. In this way, the actual project individually specified by the user and the virtual project associated with the contract details are registered and stored in the virtual project details data file 106c.

Further, when the actual project or contract details linked to the virtual project is extracted from the registered actual projects or contract details and collectively registered, when the user clicks the batch registration tab MB2 in FIG. 6, it is shown in FIG. The extraction condition specification screen for batch registration opens. When the user inputs the extraction conditions in each extraction condition field shown in FIG. 8 and presses the "display button", the contract details that meet the extraction conditions are displayed in the list below. Among the displayed contract details, those with a check box checked are linked to the virtual project and collectively registered (step SA-6). As an example of extraction conditions for batch registration, as shown in FIG. 9, order date, customer, sales product, segments 1 to 3, sales person, sales person, manager, manager, manager, contract item type. Etc., but not necessarily limited to this.

Further, when the extraction condition for automatic execution for automatically extracting the actual project or contract details associated with the virtual project from the actual projects or contract details that will occur in the future is registered in advance, the user has shown in FIG. Clicking the condition registration tab MB3 opens the extraction condition specification screen for automatic execution shown in FIG. By designating each extraction condition shown in FIG. 10 and issuing an instruction for automatic execution, the user can automatically register a real project that matches the extraction condition and a virtual project associated with the contract details (step SA-6). ). The extraction condition for automatic execution is registered by the condition registration unit 102b in FIG. 1 in the condition registration for automatic execution (step SA-5) in FIG. As an example of extraction conditions for automatic execution, as shown in FIG. 11, project classification, contract detail type, order date, inquiry date, scheduled period, planned sales date, contract status, order probability, sales standard, sales status, completion. Status, approval status, customer, billing address, corporation, sales product, sales product classification 1-3, segment 1-3, sales person, sales department, sales department group, management person, management department, management There are department groups in charge, tax orders, etc., but they are not necessarily limited to these.

As shown in FIG. 12, the virtual project registered in this way is associated with a plurality of grouped actual projects and contract details with respect to the virtual project CDs 10000, 20000, and 30000, respectively, and the virtual project detailed data file 106c. Stored in. As an example of an instruction for automatic execution when a virtual project is automatically registered using an extraction condition for automatic execution, the registration process may be executed at an arbitrary timing of the user using the execution button shown in FIG. Alternatively, it may be set as a nighttime batch using a Windows (registered trademark) task scheduler or the like and automatically executed every day.

Further, FIG. 14 shows an example of a budget input screen displayed on the display of the output device 114. The budget registration unit 102c of the project accounting management device 100 assigns a budget number, specifies a budget creation unit, and specifies a virtual project NO “KASOU000000000000001” by the user, and then performs a planned sales amount, labor cost, outsourcing cost, material cost, and so on. When budget information is input and registered for each cost element such as expenses and for each year and month, the budget data is stored in the budget data file 106d.

For example, FIG. 15 shows an example of budget data when budget registration is performed by designating two virtual project numbers “KAS0000001” and “KAS00002”.

Further, FIG. 16 shows the “virtual project data” stored in the virtual project detail data file 106c and the “virtual project detail data” showing the associative relationship with the actual projects and contract details grouped for each virtual project. Is shown.

As shown in the virtual project detailed data of FIG. 16, the grouped actual projects (project CD: PJA, PJB, PJC, PJD) are associated with the virtual project No. “KAS00001”, and the virtual project No. “KAS00002” is linked. Is associated with grouped contract details (contract details CD: PJE-0001, PJF-0001, PJG-0002, PJG-0005). Therefore, the aggregation processing unit 102d of the project accounting management device 100 can aggregate and process the sales and costs associated with each actual project and each contract detail at the time of outputting each form. In addition, the aggregation processing unit 102d uses the budget data created for each virtual project for the budget, and uses the actual data that aggregates the sales and costs of the actual project and contract details associated with the virtual project for the actual results. The project balance sheet shown in 17 can be created. In this way, even for a virtual project composed of any project group, the balance total and the forecast / actual total can be compared and examined by creating a project balance table.

When outputting the project balance sheet, the user inputs the beginning fiscal year / month, base date, project type, virtual project No., department in charge of management, etc. on the project balance sheet output screen shown in FIG. 18, and presses the output button. , The project balance sheet as shown in FIG. 19 is output with respect to the virtual project No. specified in FIG. The project balance sheet shown in FIG. 19 shows the cost elements of the virtual project, such as orders, sales, labor costs, outsourcing costs, material costs, expenses, etc., up to the previous year, each month of this year, and the following. For the fiscal year and beyond, the schedule (budget) is shown in the upper row, and the actual results are shown in the lower row, so you can compare and examine the total balance and forecast.

In this way, according to the project accounting management device 100 according to the present embodiment, not only the actual income and expenditure totals and forecast / actual totals of the actual project units and contract details units are compared, but also the actual projects and contract details are arbitrarily bundled. The feature is that registration is performed for each virtual project, and the total balance and forecast / actual total of this virtual project can be compared. In other words, the virtual project unit is a virtual project that bundles (groups) projects and contract details in a desired range without being bound by the actual project unit. It can be handled in data units. This has made it possible to compare and examine various projects in advance by creating budgets and totaling for each virtual project and simulating total income and expenditures and total forecasts and actuals.

Since the budget can be set for each virtual project, the budget can be obtained from the virtual project and the actual result can be obtained from the total of individual projects, so that the budget can be confirmed in the virtual project.

Further, the project accounting management device 100 according to the present embodiment extracts the actual project and contract details associated with the virtual project from the registered actual projects and contract details, and sets the extraction conditions for collectively registering the virtual projects. When input, an actual project matching the extraction conditions and a virtual project associated with the contract details can be automatically generated, and the trouble of registering the virtual project can be saved.

In addition, maintenance of virtual project information needs to be carried out when an actual project linked to the virtual project occurs, but if you register the extraction conditions for automatic execution in advance and issue an instruction for automatic execution, , Since the actual project corresponding to the registered extraction condition can be automatically registered, the trouble of maintenance of the virtual project can be omitted.

In this way, according to the project accounting management device 100 according to the present embodiment, by creating a budget in an arbitrary project group (virtual project), or by creating a mechanism of sales / cost, instead of an actual project unit. , The versatility of various form / inquiry functions will increase, and it will be easier to manage the budget and income from the viewpoint requested by the user.

Further, according to the project accounting management device 100 according to the present embodiment, the project group (project group () by inputting the conditions for extracting the actual project and the contract details associated with the virtual project in advance or registering them in advance. Since it is possible to automatically register (virtual projects), it is not necessary to regroup each time the number of projects increases, and it is possible to reduce the setting and maintenance load.

[4. Other embodiments]
In addition to the above-described embodiments, the present invention may be implemented in various different embodiments within the scope of the technical ideas described in the claims.

For example, of each of the processes described in the embodiments, all or part of the processes described as being automatically performed may be manually performed, or all of the processes described as being performed manually. Alternatively, a part thereof can be automatically performed by a known method.

In addition, the processing procedure, control procedure, specific name, information including parameters such as registration data and search conditions of each processing, screen examples, and database configuration shown in the present specification and drawings are not specified unless otherwise specified. Can be changed arbitrarily.

Further, with respect to the project accounting management device 100, each component shown in the figure is a functional concept and does not necessarily have to be physically configured as shown in the figure.

For example, with respect to the processing functions included in the project accounting management device 100, particularly each processing function performed by the control unit 102, all or any part thereof is realized by the CPU and a program interpreted and executed by the CPU. It may be realized as hardware by wired logic. The program is recorded on a non-temporary computer-readable recording medium including a programmed instruction for causing the information processing apparatus to execute the processing described in the present embodiment, and project accounting management is required. It is read mechanically by the device 100. That is, a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit 106 such as a ROM or an HDD (Hard Disk Drive). This computer program is executed by being loaded into the RAM, and constitutes the control unit 102 in cooperation with the CPU.

Further, this computer program may be stored in the application program server connected to the project accounting management device 100 via an arbitrary network, and all or a part thereof can be downloaded as needed. Is.

Further, the program for executing the process described in the present embodiment may be stored in a non-temporary computer-readable recording medium, or may be configured as a program product. Here, the "recording medium" includes a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), and an EEPROM (registration). Trademarks) (Electrically Erasable and Programmable Read Only Memory), CD-ROM (Compact Disk Read Only Memory), MO (Magnet-Optical Disk), MO (Magnet-Optical Disk), MO (Magnet-Optical Disc), DVD (Digital), DVD (Digital) It shall include any "portable physical medium".

The "program" is a data processing method described in any language or description method, regardless of the format such as source code or binary code. The "program" is not necessarily limited to a single program, but is distributed as a plurality of modules or libraries, or cooperates with a separate program represented by the OS to achieve its function. Including things. A well-known configuration and procedure can be used for a specific configuration and reading procedure for reading the recording medium in each device shown in the embodiment, an installation procedure after reading, and the like.

Various databases and the like stored in the storage unit are memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and storage means such as optical disks, and are used for various processes and website provision. Stores programs, tables, databases, files for web pages, etc.

Further, the project accounting management device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which an arbitrary peripheral device is connected. Further, the project accounting management device 100 may be realized by mounting software (including a program or data) that realizes the processing described in the present embodiment on the device.

Further, the specific form of distribution / integration of the device is not limited to the one shown in the drawing, and all or a part thereof may be functionally or physically in an arbitrary unit according to various additions or functional loads. It can be distributed and integrated. That is, the above-described embodiments may be arbitrarily combined and implemented, or the embodiments may be selectively implemented.

The present invention is particularly useful when simulating the total balance and forecast / actual total of a plurality of projects in a project management type sales system that collects the balance for each project.

100 Project accounting management device 102 Control unit 102a Project registration unit 102b Condition registration unit 102c Budget registration unit 102d Aggregation processing unit 104 Communication interface unit 106 Storage unit 106a Project data file 106b Condition data file 106c Virtual project detail data file 106d Budget data file 108 Input / output interface unit 112 Input device 114 Output device 200 Server 300 Network

Claims (1)

It is a project accounting management device equipped with a control unit.
The control unit
A condition registration method for registering extraction conditions for extracting actual projects and contract details that are actual projects linked to virtual projects.
A project registration method for registering a real project and a virtual project in which a plurality of real projects and contract details are bundled and an arbitrary project group is set.
A budget registration means for registering the budgets of the real project and the virtual project, and
An aggregation processing means that acquires the budget of the virtual project, aggregates the actual results from the sales and costs of the actual project and contract details associated with the virtual project, and aggregates the income and expenditure of the virtual project.
With
The project registration means extracts and registers the actual project and contract details associated with the virtual project from the registered actual projects and contract details using the extraction conditions.
A project accounting management device featuring.

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