JP2022053073A - Business management system, business management method, and business management program - Google Patents

Abstract

To provide a business management system, a business management method, and a business management program that provide a technique for efficiently creating a budget in an organization with multiple blocks.SOLUTION: A business management system, which manages an organization's budget plan in an organization including multiple blocks, includes a storage unit and a processing unit. The processing unit creates an organization project based on a plan master, associates the created organization project with multiple block-specific plan data duplicated from the plan master and stores them in the storage unit, accepts an update application corresponding to the block-specific plan data, stores pre-update data for specifying the block-specific plan data before the update by the update application in the storage unit in association with the update application, updates the block-specific plan data based on the accepted update application, and when the organization project is completed, overwrites the plan master based on the updated block-specific plan data.SELECTED DRAWING: Figure 4

Description

Application for application of Article 30, Paragraph 2 of the Patent Law [Exhibition date] December 30, 1st year of Reiwa [Exhibition name] Kanto Business Plan Contest "Startup Stage 2019" [Venue] Chiyoda-ku, Tokyo [Public] Shares Company Loglass (See the attached sheet of "Submission of Exception Certificate for Loss of Novelty" dated October 7, 2nd year of Reiwa in Japanese Patent Application No. 2020-159680)

The present invention relates to a business management system, a business management method, and a business management program for performing business management of a company.

Conventionally, in an organization such as a company, a budget is set for each unit such as a department, a department, a section, and a store, and the budget and the actual result are compared to manage the forecast and actual management target. The budget of the entire organization is registered for each unit through procedures such as budget creation, renewal, remand, and approval. As a result, such budgets may be manually made using spreadsheet applications that are common in very small organizations, but they become more complex as the organization grows.

Patent Document 1 describes a technique for appropriately performing version control of stored detailed data using a multidimensional database.

Japanese Unexamined Patent Publication No. 2009-15644

However, in the technique of Patent Document 1, although the details of the budget for each version can be grasped, it is not possible to grasp what kind of state the version means. Therefore, when multiple units create a budget and create a budget for the entire organization, the situation in each unit is not known, and the person in charge of corporate planning, etc., has to perform procedures such as status confirmation for each unit. It will be.

Further, the technique of Patent Document 1 focuses on the management of a multidimensional database, and there is room for further improvement from the viewpoint of improving efficiency and usability when creating a budget in an organization.

In view of the above circumstances, the present invention is a problem to be solved to provide a technique for efficiently creating a budget in an organization having a plurality of units.

In order to solve the above invention, the present invention is a business management system that manages an organization's budget plan in an organization including a plurality of units.
The business management system includes a processing unit and a storage unit.
The storage unit has a subject master indicating a subject, an organization master indicating credits, and a planning master of an organization plan having the subject, credits, and periods as attributes.
The processing unit creates an organization project based on the plan master, and stores the created organization project in the storage unit in association with a plurality of unit-specific plan data duplicated from the plan master.
Accepting the renewal application corresponding to the unit-specific plan data,
The pre-update data for specifying the unit-specific plan data before the renewal by the renewal application is stored in the storage unit in association with the renewal application.
Based on the received renewal application, the unit-specific plan data is updated, and
When the organization project is completed, the planning master is overwritten based on the updated unit-based planning data.

Further, the present invention is a business management method for managing an organization's budget plan in an organization including a plurality of units.
The processing department of the business management system creates an organization project based on the plan master of the organization plan having subjects, units, and periods as attributes, and the created organization project has a plurality of unit-specific plan data duplicated from the plan master. And the step to store in the storage unit in association with
The step of accepting the renewal application corresponding to the unit-specific plan data,
A step of storing pre-update data for specifying the unit-specific plan data before renewal by the renewal application in the storage unit in association with the renewal application.
The step of updating the unit-specific plan data based on the received renewal application, and
When the organization project is completed, the step of overwriting the planning master based on the updated unit-based planning data is executed.

With such a configuration, by storing multiple unit-specific plan data duplicated from the planning master in association with the organization project, it is possible to manage the progress status of the unit-specific organization project, and the budget can be efficiently budgeted. Organization can be carried out.

In a preferred embodiment of the present invention, the storage of the pre-update data in the storage unit is executed when the update application is approved.
Further, in a preferred embodiment of the present invention, the update of the unit-based plan data based on the update application is executed when the update application is approved.

With such a configuration, it is possible to store the pre-update data after approval and update the unit-based plan data.

In a preferred embodiment of the present invention, the processing unit displays the difference display screen based on the unit-specific plan data and the update application, and transmits the display processing result.
The approval of the renewal application can be accepted via the difference display screen.

With such a configuration, the user who approves can confirm the difference and approve / delete (or send back, etc.).

In a preferred embodiment of the present invention, the difference display screen displays details in a table format having the subject and the period as attributes.
The specification displays the value in which the difference occurs in the specification based on the renewal application, the value in which the difference does not occur, and the difference thereof, and displays them in an identifiable manner.
The value in which the difference does not occur is colored with light ink as compared with the value in which the difference occurs and / or the difference.

In the specification, the value in which the difference occurs, the value in which the difference does not occur, and the difference thereof are displayed in color, and whether the difference is due to an increase or a decrease is displayed in color.

With such a configuration, the confirmation of the difference becomes clear at a glance on the difference confirmation screen.

In a preferred embodiment of the present invention, when accepting the renewal application, the processing unit receives input of spreadsheet software data having the subject and the period as attributes in the form for performing the renewal application.
The information associated with the form and / or the information of the user who inputs the data for the spreadsheet software is used as the update application setting data, and the details of the data for the spreadsheet software are used as the update application details data. ,
In the storage unit, a path for referring to the spreadsheet software data is stored in association with the update application.
In a preferred embodiment of the present invention, it is spreadsheet software data for accepting the update application based on the organization project, the subject master, and the organization master stored in the storage unit, and the subject and the period are input. Then, data for spreadsheet software having an area for inputting details for the combination of the subject and the period is generated.

With such a configuration, it is possible to apply for renewal using general spreadsheet software.

The present invention can provide a technique for efficiently creating a budget in an organization having a plurality of units.

The block diagram of the system of one Embodiment. The ER diagram which shows the information stored in the storage part 103 of one Embodiment. The figure which shows the detailed data (plan data by unit) of the plan master of one embodiment, organization project. The figure which shows the whole procedure at the time of making a budget in the system of one embodiment. The figure which shows the processing procedure at the time of starting the organization project in the system of one Embodiment. The figure which shows the processing procedure at the time of making the renewal application in the system of one embodiment. The figure which shows the plan data by unit, the detailed data difference display screen of the renewal application in the system of one embodiment.

Hereinafter, the description will be described in more detail with reference to the attached drawings. The drawings show preferred embodiments. However, it can be implemented in many different embodiments and is not limited to the embodiments described herein.

For example, in the present embodiment, the configuration, operation, and the like of the business management system will be described, but the same operation and effect can be obtained by the method to be executed, the information processing apparatus, the computer program, and the like. The program in the present embodiment may be provided as a non-transient recording medium that can be read by a computer, may be provided as a downloadable from an external server, or may be provided as a downloadable program from an external server in order to realize the function on the client terminal. The program may be started on an external computer (so-called cloud computing).

Further, in the present embodiment, the “part” may include, for example, a combination of hardware resources implemented by a circuit in a broad sense and information processing of software that can be concretely realized by these hardware resources. In the present embodiment, "information" means, for example, a physical value of a signal value representing a voltage / current, a high or low of a signal value as a bit aggregate of a binary number composed of 0 or 1, or a quantum superposition. It is represented by (so-called qubit), and communication / operation can be executed on a circuit in a broad sense.

A circuit in a broad sense is a circuit realized by appropriately combining a circuit (Circuit), circuits (Circuitry), a processor (Processor), a memory (Memory), and the like. That is, it includes a CPU (Central Processing Unit), a GPU (Graphics Processing Unit) LSI (Large Scale Integration), an ASIC (Application Specific Integrated Circuit), an FPGA (Field-Programmable Gate Array), and the like.

<System configuration>
FIG. 1 is a block diagram showing a configuration of a system of one embodiment. As shown in FIG. 1, the business management system 1 includes an information processing device 100 and a user terminal device 200. The information processing device 100 and the user terminal device 200 are configured to be communicable via the communication network NW. The information processing device 100 operates as a server, and the user terminal device 200 is a client terminal operated by a user.

The communication network NW is an IP (Internet Protocol) network in the present embodiment, but there are no restrictions on the type of communication protocol, and there are no restrictions on the type and scale of the network.

<Information processing device 100>
As the information processing apparatus 100, a computer for a general-purpose server, a personal computer, or the like can be used. It is also possible to configure the information processing apparatus 100 using a plurality of computers.

The information processing apparatus 100 includes a communication unit 101, a processing unit 102, and a storage unit 103, and manages an organization's budget plan. The communication unit 101 is a communication interface that executes communication control with the communication network NW to perform input necessary for operating the information processing apparatus 100 and output related to the operation result. The processing unit 102 is a processor such as a CPU, and controls the entire operation processing of the information processing apparatus 100 by executing the business management program, the OS, the browser software, and other applications according to the present invention. The storage unit 103 is a recording device or recording medium such as a memory or a hard disk, and stores the business management program according to the present invention and the data used when the processing unit 102 executes processing based on the business management program. The storage unit 103 may have a database 300 accessible from the information processing apparatus 100, and a part or all of these data may be stored in the database 300.

<User terminal device 200>
As the user terminal device 200, a personal computer, a smartphone, a tablet terminal, or the like can be used. The user terminal device 200 has an application (typically, a web browser) for making a request to the information processing device 100 and receiving a response.

Further, like the information processing device 100, the user terminal device 200 also includes a communication unit as a communication interface, a processing unit which is a processor such as a CPU, and a recording device such as a memory and a hard disk or a storage unit which is a recording medium. It is provided with an operation input unit such as a mouse, a keyboard, and a touch panel, and a display unit such as a monitor and a display.

Budget plan management belongs to, for example, a unit such as business planning, an entity that makes decisions about the budget (hereinafter referred to as the manager), and belongs to each unit, submits a budget proposal, and is approved by the manager. Can be executed by the subject (hereinafter referred to as the creator) who obtains the above by using a separate user terminal device 200. When distinguishing between these subjects, the user terminal device 200 operated by the administrator is referred to as an administrator terminal device 201, and the user terminal device 200 operated by the creator is referred to as a creator terminal device 202.

In the present embodiment, the website for budget management is accessed via the web browser of the user terminal device 200, and the budget is provided by the information processing device 100. The information processing device 100 executes processing based on a request from the user terminal device 200, displays a website, and returns the display processing result to the user terminal device 200. The website is used when the user logs in to the service, and the operation according to the user's authority can be requested based on the user information specified by the login and the state of the organization project. In addition, the user who performed the operation is stored in association with the metadata (setting data described later) regarding the processing result as appropriate.

<Information stored in the storage unit>
The storage unit 103 stores user information, organization information, subject master, year / month master, and planning master in advance. For example, user information, organization information, subject master, planning master, etc. can be registered / updated by the administrator.

The user information is information about an individual user, and has a user name, an organization to which the user belongs (organization ID), a unit (unit ID), and the like, together with the user ID. The organization information has an organization ID and an organization master ID. In addition, the organization information further has a unit ID and name of each unit possessed by the organization and a parent-child relationship between the units in association with the organization master ID. Thereby, the organization master information shows the tree structure and the organization chart of the unit in the organization.

The subject master has account data and auxiliary subject data as subject data. The item data (account data) is information in which the account ID and name of the account used for the budget, the item classification indicating whether the item is income or expense, and the display order are associated with the organization ID. The subject data (sub-account data) is information in which the sub-account ID, the name, the account ID of the parent account, and the display order are associated with the organization ID. The subject master may be a preset one or may be registered for each organization. The year / month master is information in which the year / month master ID is associated with each year / month.

The information processing device 100 may be configured to be able to receive actual data via the administrator terminal device 201, whereby forecast / actual management can be performed. The actual data includes, for example, an actual ID, an account item ID, an auxiliary item ID, a year / month master ID, a unit ID, an organization ID, a value (actual value), and the like.

<ER diagram>
FIG. 2 is an example of an ER diagram showing information stored in the storage unit 103. In this embodiment, the planning master includes setting data and detailed data. The setting data of the plan master shows the metadata of the plan master, and the plan master ID, the origin plan master ID indicating the plan master of the duplication source when the plan master is duplicated, the name (for example, "2020 forecast", etc.). ), It has a type, a last update date and time, a creation date and time, and an organization ID, which are settings for indicating whether the value of the plan is expected / budget.

The detail data of the plan master shows the values included in the plan master, and includes the plan master detail ID, the plan master ID, the account item ID, the sub-item ID, the unit ID, the year / month master ID, the value, and the organization ID. Have. The planning master contains values that have units and periods as attributes.

FIG. 3A is a diagram showing an example of a planning master. The illustrated example is a planning master that stores monthly values from April 2020 to March 2021 for the items "sales" and "cost of sales" in the units "department A" and "department B". ..

<Overall procedure for budget creation>
FIG. 4 is a diagram showing an overall procedure when creating a budget using the information processing apparatus 100. When creating a budget, first, the information processing apparatus 100 receives the designation of the planning master to be the target of the budget via the administrator terminal apparatus 201 (step S401). At this time, for example, the plan master already stored in the storage unit 103 may be duplicated to create the plan master, and the duplicated plan master may be specified to create the budget. In this case, the setting data of the planning master includes the planning master ID of the duplication source as the origin planning master ID.

Next, the information processing apparatus 100 accepts the start of the organization project via the administrator terminal apparatus 201 (step S402). The information processing apparatus 100 executes the process related to the renewal application until the organization project is completed (NO in step S403) (step S404). Then, when the organization project is completed (YES in step S403), the information processing apparatus 100 updates the designated plan master based on the updated unit-based plan data (S405). The update of the plan master is, for example, a process of overwriting the detailed data of the plan master based on the updated unit-based plan data.

<Start of organization project>
FIG. 5 is a diagram showing a processing procedure when starting a knitting project using the information processing apparatus 100. In step S402, first, the information processing apparatus 100 receives the designation of the organization target period to be the target of the budget via the administrator terminal apparatus 201 (step S501). Further, the information processing apparatus 100 receives the designation of the unit to be budgeted via the administrator terminal apparatus 201 (step S502). Then, the information processing apparatus 100 generates an organization project for the organization target period specified in steps S501 and S502 (step S503).

In the example of FIG. 3 (b), the start date and the end date of the organization target period are designated as "April 2020" and the end date is "June 2020" from the plan master illustrated in FIG. 3 (a) ( Step S501), the organization project (set of detailed data included in) in the case of designating "department A" and "department B" (all units) as units (step S502) is shown.

As shown in FIG. 2, in the present embodiment, the organization project includes setting data and detailed data. The setting data of the organization project shows the metadata of the organization project, and the organization project ID, the plan master ID of the designated plan master, the organization master ID, the name (for example, "forecast in April 2020"), the organization. Start date (year / month master ID), end date (year / month master ID), (real) start date / time of organization plan, (real) end date / time, scheduled end date / time, in progress / completion, etc. It has an organization status indicating the status, an organization version, a start user, a last update date and time, a creation date and time, an organization ID, and an imported final actual date. In the present embodiment, the imported final actual date can be set based on the acquired year / month master ID. It is preferable that the organization status is irreversible when it is changed.

When the organization project is generated in step S503, the information processing apparatus 100 duplicates the detailed data of the designated department from the designated plan master and generates the unit-based plan data. The detail data of the organization project shows the values included in the organization project (expected in the case of an ongoing organization project, budget in the case of completion), and the organization project detail ID, organization project ID, account ID, It has a sub-subject ID, a unit ID, a year / month master ID, a value, and an organization ID.

The detailed data of the organization project shows the values of individual cells on the data for spreadsheet software, and the data collected by unit is used as the generated data for each unit. That is, in the present embodiment, the detailed data of the organized project in which the organized project detailed ID, the organized project ID, and the unit ID are common becomes the unit-specific planning data.

FIG. 3C shows unit-specific planning data in which the organization projects illustrated in FIG. 3B are summarized by unit (“A department” and “B department”).

<Generation of renewal application sheet>
Then, the information processing apparatus 100 receives a request for creating an update application sheet for each department via the administrator terminal apparatus 201, and provides the update application sheet (step S504). The information processing apparatus 100 is spreadsheet software data for accepting renewal applications based on the organization project and the subject master stored in the storage unit 103, and the subject and the period are input, and the subject and the period are combined. On the other hand, a renewal application sheet having an area for inputting details is generated. Further, a function that aggregates based on the value of the detail portion for inputting the record of the sub-item may be embedded in the detail portion for inputting the record of the account based on the subject master. The renewal application sheet is provided in the form of, for example, a file for a client application such as MICROSOFT EXCEL (registered trademark) or a URL of a cloud application such as a google spreadsheet. At this time, if the actual value is stored in the storage unit 103 and the actual value in the years after the start date of the organization target period is taken in, it may be reflected in the renewal application sheet.

<Notice of start of organization project>
The information processing apparatus 100 may notify the user of the relevant department who is the creator based on the user information of the start of the update application. At this time, the URL for downloading the generated update application sheet or displaying it on a web browser may be included in the notification. Further, the update application sheet may be requested to be created from the creator terminal device 202.

<Reception of renewal application>
FIG. 6 is a diagram showing a processing procedure when applying for renewal using the information processing apparatus 100. The following processing related to the renewal application is executed for each unit. In step S404, first, the information processing apparatus 100 receives an update application corresponding to the unit-specific plan data of the unit via the creator terminal apparatus 202 operated by the user belonging to the unit (step S601). The information processing apparatus 100 stores the received update application in the storage unit 103.

The information processing apparatus 100 causes the creator terminal apparatus 202 to display a form for accepting an update application. In the displayed form, the creator terminal device 202 inputs the renewal application sheet in which the details for the renewal application have been input (edited). When inputting a file, the update application sheet is sent to the information processing apparatus 100 via the uploader provided in the form, and in the case of a cloud application, the URL of the update application sheet is input.

Here, the information associated with the form such as the organization project ID and / or the user information of the user who inputs the data for spreadsheet software such as the user ID is transmitted to the information processing apparatus 100 via the form. Is stored as the setting data of the renewal application. In addition, the details of the renewal application sheet are stored as the details data of the renewal application. Further, if the update application sheet is a file, the file is stored in the storage unit 103. When the update application sheet is specified by the URL, the URL is stored in the storage unit 103.

As shown in FIG. 2, in the present embodiment, the renewal application includes setting data and detailed data. The setting data of the renewal application shows the metadata of the renewal application, and the renewal application ID, the organization project ID of the organization project targeted for the renewal application, and the name (for example, "April 2020 forecast A department OOOOOO" "Renewal application" etc.), application status indicating the status of waiting for approval / approved, unit ID of the creator who made the renewal application, user ID of the creator, creation (application) date and time of the renewal application, user ID of the approved user , Approval date and time, organization ID, renewal application type and pass. The renewal application type indicates, for example, a tool (application) for renewal application such as MICROSOFT EXCEL (registered trademark) or google spreadsheet, and the path refers to the renewal application sheet file stored in the storage unit 103. This is the path for the purpose or the URL of the cloud application, and is the information for storing the received renewal application sheet and the renewal application in association with each other. It is preferable that the application status cannot be restored if it is changed.

The detail data of the renewal application shows the value of the detail of the renewal application, and includes the renewal application detail ID, renewal application ID, account item ID, sub-item ID, unit ID, year / month master ID, value, and organization ID. Have.

<Approval of renewal application>
When the renewal application is received in step S601, the renewal application is approved / sent back (step S602). FIG. 7A is a diagram showing an example of unit-based planning data, and FIG. 7B is a diagram showing an example of detailed data of a renewal application. Here, the value of the sub-item (revenue) "sales advertisement operation" is entered in the "sales" item, and the sub-item (expense) "payment allowance cost" is entered in the "sales cost" item. + The total value of "Cost of goods sold" is entered, and the value is entered in the item "Net sales profit", which is obtained by subtracting "Cost of sales" from "Sales". It is assumed that the detailed data is applied for renewal after each year / month record of "sales advertisement operation" is added by 50 for each period.

When the information processing apparatus 100 receives the update application, the information processing apparatus 100 displays the difference display screen based on the unit-specific plan data and the update application, and transmits the display processing result to the administrator terminal device 201. Then, the approval of the renewal application can be accepted via the difference display screen displayed on the administrator terminal device 201.

<Example of difference screen display>
FIG. 7C is a screen display example of the difference display screen. The difference display screen is a screen for displaying details in a table format having subjects and periods as attributes. In the statement, the value in which the difference occurs in the statement based on the renewal application, the value in which the difference does not occur, and the difference thereof are displayed, and they are displayed in an identifiable manner (for example, the value in which the difference occurs: Black (no change), no difference: gray, difference (addition): green, difference (subtraction): red). Here, the value in which the difference does not occur is colored with light ink as compared with the value in which the difference occurs and / or the difference.

Further, regarding the background color of the details, in the illustrated example, the heading and the details of the subject for which the value is input by the input of the supplementary subject are given a background color different from the heading and the details of the supplementary subject (for example, blue). Further, the item in which the value in which the difference does not occur is input is further given a different background color (for example, gray). Here, a different background color is added to the item in which the value in which the difference occurs is input (for example, yellow).

The administrator confirms the difference display screen, grasps the content of the renewal application applied by the creator, and approves or sends it back. When sending back (NO in step S602), the process returns to step S403 and waits for the renewal application until the formation project is completed. When the renewal application is remanded, the setting data and the detailed data of the remanded renewal application stored in the storage unit 103 are deleted.

If the renewal application is approved (YES in step S602), the process proceeds to step S603. When the renewal application is approved, the pre-renewal data for specifying the unit-specific plan data before the renewal by the renewal application is stored in the storage unit 103 in association with the renewal application (step S603). The screen display example of FIG. 7 (c) shows the screen after approval, and the status is "completed". When the submission source sheet portion is selected and operated in the screen display example, the file is downloaded or the data is accessed based on the update application path.

As shown in FIG. 2, in the present embodiment, the pre-renewal data indicates the value of the unit-specific plan data before the associated renewal application is approved (before renewal), and is the organization project detail ID and the organization project. It has an ID, a subject ID, an auxiliary subject ID, a unit ID, a year / month master ID, a value, an organization ID, and a renewal application ID.

Then, the unit-based plan data is updated based on the received renewal application (step S604). When the unit-based planning data is updated, the organization version is added to the setting data of the organization project. By checking this organization version, the administrator can grasp the approximate progress of the organization project. Also, the last update date and time will be updated.

1: Business management system 100: Information processing device 101: Communication unit 102: Processing unit 103: Storage unit 200: User terminal device 201: Administrator terminal device 202: Creator terminal device 300: Database NW: Communication network

Claims (9)

A business management system that manages the budget plan of an organization in an organization that includes multiple units.
The business management system includes a processing unit and a storage unit.
The storage unit has a subject master indicating a subject, an organization master indicating credits, and a planning master of an organization plan having the subject, credits, and periods as attributes.
The processing unit creates an organization project based on the plan master, and stores the created organization project in the storage unit in association with a plurality of unit-specific plan data duplicated from the plan master.
Accepting the renewal application corresponding to the unit-specific plan data,
The pre-update data for specifying the unit-specific plan data before the renewal by the renewal application is stored in the storage unit in association with the renewal application.
Based on the received renewal application, the unit-specific plan data is updated, and
When the organization project is completed, the planning master is overwritten based on the updated unit-based planning data.
Business management system. The storage of the pre-update data in the storage unit is executed when the update application is approved.
The business management system according to claim 1. The update of the unit-based plan data based on the renewal application is executed when the renewal application is approved.
The business management system according to claim 1 or 2. The processing unit displays the difference display screen based on the unit-specific plan data and the update application, and transmits the display processing result.
It is configured to be able to accept the approval of the renewal application via the difference display screen.
The business management system according to any one of claims 1 to 3. The difference display screen displays details in a tabular format with the subject and the period as attributes.
The specification displays the value in which the difference occurs in the specification based on the renewal application, the value in which the difference does not occur, and the difference thereof, and displays them in an identifiable manner.
The value without the difference is colored with light ink as compared with the value with the difference and / or the difference.
The business management system according to claim 4. In the specification, the value in which the difference is generated, the value in which the difference is not generated, and the difference are color-coded, and whether the difference is due to an increase or a decrease is displayed in a color-coded manner.
The business management system according to claim 5. When accepting the renewal application, the processing unit receives input of spreadsheet software data having the subject and the period as attributes in the form for performing the renewal application.
The information associated with the form and / or the information of the user who inputs the data for the spreadsheet software is used as the update application setting data, and the details of the data for the spreadsheet software are used as the update application details data. ,
A path for referring to the spreadsheet software data is stored in the storage unit in association with the update application.
The business management system according to any one of claims 1 to 6. Data for spreadsheet software for accepting the renewal application based on the organization project, the subject master, and the organization master stored in the storage unit, in which the subject and period are input, and the subject and period Generate spreadsheet software data with an area for entering details for a combination,
The business management system according to any one of claims 1 to 7. It is a business management method that manages the budget plan of an organization in an organization that includes multiple units.
The processing department of the business management system creates an organization project based on the plan master of the organization plan having subjects, units, and periods as attributes, and the created organization project has a plurality of unit-specific plan data duplicated from the plan master. And the step to store in the storage unit in association with
The step of accepting the renewal application corresponding to the unit-specific plan data,
A step of storing pre-update data for specifying the unit-specific plan data before renewal by the renewal application in the storage unit in association with the renewal application.
The step of updating the unit-specific plan data based on the received renewal application, and
When the organization project is completed, the step of overwriting the planning master based on the updated unit-based planning data is executed.
Business management method.

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