JP2023027949A - Program, information processing device, and method - Google Patents

Abstract

To provide a technique for presenting a budget/actual management report and a landing forecast report for project management.SOLUTION: A server 20 of a project management system 1 comprises, as its functions, a project schedule acquisition module 2033 that acquires schedule information including project budgets and scheduled man-hours, a project performance acquisition module 2034 that acquires performance information including project budget consumption and actual man-hours, a budget/actual management report generating/updating module 2035 for generating a budget/actual management report showing the actual performance against the project schedule based on the project schedule information and the project performance information, and a landing prediction report generation update module 2037 that generates a landing prediction report indicating the prediction of the transition of the project in the future based on the project schedule information and the project performance information.SELECTED DRAWING: Figure 3

Description

The present disclosure relates to programs, information processing apparatuses, and methods.

In so-called project-type businesses, such as consulting for specific companies and projects to build application programs and systems, labor costs are matched with sales to understand the income and expenditure, and to understand the progress of the project. For this reason, budget and actual management is being carried out.

As a technique for performing such project management, Patent Literature 1 discloses a technique for a system for calculating a predicted final cost of a project.

JP 2012-238049 A

By the way, in order to properly manage a project, it is necessary not only to grasp the progress of the project, but also to appropriately manage the forecasted results based on the progress of the project. Although the system described in Patent Literature 1 can also calculate the estimated value of the final project cost, there has been a demand for a function capable of real-time management corresponding to information updates such as the progress status.

Therefore, in the present disclosure, it is possible to acquire performance information such as progress, update information in real time based on the acquired information, and present a budget/actual management report and a landing forecast report for project management. We will explain the technology to

According to one embodiment of the present disclosure, there is provided a program that is executed by a computer that includes a processor and a memory to assist a user in executing a business project. Project schedule information is registered in the memory. The program instructs the processor to acquire performance information of the personnel engaged in the project, and budget/actual management indicating performance against the schedule of the project based on the schedule information of the project and the acquired performance information of the project. a step of generating a report and presenting it to the user; a step of generating and presenting to the user a forecast report showing future progress of the project based on the project schedule information and the acquired project performance information; After generating the budget/actual management report and the forecasted landing report, updating the forecasted/actual management report and the forecasted landing report based on the obtained project performance information and change information for the project schedule information.

According to an embodiment of the present disclosure, an information processing device is provided that includes a control unit and a storage unit and supports execution of a project related to a user's business. Project schedule information is registered in the storage unit. The control unit prepares a budget/actual management report indicating the results of the project schedule based on the step of acquiring performance information of the personnel engaged in the project, the project schedule information, and the acquired project performance information. a step of generating and presenting it to a user; a step of generating and presenting to a user a landing forecast report showing a forecast of the future transition of the project based on the project schedule information and the acquired project performance information; After generating the report and the forecasted landing report, updating the forecast/actual management report and the forecasted landing report based on the acquired project performance information and change information for the project schedule information.

Also according to one embodiment of the present disclosure, there is provided a method, executed by a computer having a processor and a memory, for assisting a user in accomplishing a business project. Project schedule information is registered in the memory. The method includes a step of acquiring performance information of personnel engaged in the project in the project, and budget/actual management showing performance against the schedule of the project based on the schedule information of the project and the acquired performance information of the project. a step of generating a report and presenting it to the user; a step of generating and presenting to the user a forecast report showing future progress of the project based on the project schedule information and the acquired project performance information; After generating the budget/actual management report and the forecasted landing report, updating the forecasted/actual management report and the forecasted landing report based on the obtained project performance information and change information for the project schedule information.

According to the present disclosure, a budget/actual management report and a landing forecast report are generated based on project schedule information and project performance information, and updated based on change information. Therefore, it is possible to present a real-time forecast/actual management report and a landing forecast report to the user. This allows for a more accurate understanding of the project status.

1 is a diagram showing the overall configuration of a project management system 1 according to Embodiment 1; FIG. 2 is a block diagram showing a functional configuration of a terminal device 10 that constitutes the project management system 1 of Embodiment 1; FIG. 2 is a diagram showing a functional configuration of a server 20 that constitutes the project management system 1 of Embodiment 1; FIG. 3 is a diagram showing an example of the data structure of a project schedule database 2021 and a user database 2022 stored by the server 20. FIG. FIG. 4 is a diagram showing an example of the data structure of a project performance database 2023 stored by the server 20; 4 is a flow chart showing an example of the flow of project schedule registration processing by the project management system 1 of Embodiment 1. FIG. 4 is a flow chart showing an example of the flow of report creation processing by the project management system 1 of Embodiment 1. FIG. 6 is a diagram showing an example screen of a budget/actual management report displayed on the terminal device 10. FIG. 6 is a diagram showing a screen example of a transition prediction report displayed on the terminal device 10. FIG.

Hereinafter, embodiments of the present disclosure will be described with reference to the drawings. In the following description, the same parts are given the same reference numerals. Their names and functions are also the same. Therefore, a detailed description thereof will not be repeated.

<Overview>
A project management system according to the present disclosure will be described below. This project management system is a system used in so-called project-type business, such as consulting for specific companies, etc., and projects for building application programs, systems, etc., by operators such as one or more companies. is. This man-hour management system is a system for performing budget and actual management for the purpose of grasping the progress of a project based on the budget calculated and approved at the time of project formulation and actual results (man-hours consumed).

The project management system according to the present disclosure is not limited to a system that independently provides functions for managing projects in companies, etc. as described above, but is a system that provides general accounting processing services related to one or more business operators. may For example, the system may be provided as a system that provides an accounting service having a function of generating journal entries for labor costs, various purchase costs, and deposit/withdrawal information in a project and performing accounting processing. In addition, the project management system according to the present disclosure is a system provided by so-called SaaS (Software as a Service) as a Web service by, for example, a cloud server or the like. configured to be accessible.

In the project type business as described above, the budget for the entire project is determined in advance, and the budget is consumed within a predetermined period, so it is necessary to grasp the consumption rate. In addition, it is necessary to grasp the progress of the actual project. The project management system according to the present disclosure, for example, includes members participating in the project (not limited to members within a specific company, but also members of other companies who participate by outsourcing or dispatching, etc.), which is the source of personnel expenses. It is a system for calculating the man-hours for the entire project from the man-hours for the project, and for grasping the state of budget consumption. The number of man-hours is, for example, the amount of work that one person can do in a month, which is estimated as one person-month, and is used when estimating the amount of work required when formulating a project budget. However, the number of man-hours is not limited to man-month units, and may be work hour units.

Therefore, the project management system according to the present disclosure generates a budget/actual management report that shows the results against the project schedule based on the schedule information including the project budget and scheduled man-hours, and the actual information including the budget consumption and actual man-hours of the project. do. This budget/actual management report displays the schedule and actual performance of the project at a certain point in time so that it can be compared, and is configured so that the entire project, specific personnel, etc. can be displayed, and the budget consumption status can be grasped at a glance. It has a configuration that allows

In addition, the project management system according to the present disclosure generates a forecast report that shows the future transition forecast of the project based on the schedule information including the project budget and scheduled man-hours and the actual information including the budget consumption and actual man-hours of the project. Generate. This forecast report displays the information on the actual results of the project and the information on the future forecast of the project in chronological order. ing.

Furthermore, the project management system according to the present disclosure updates the budget/actual management report and the landing forecast report by newly inputting performance information including project budget consumption and actual man-hours.

With the configuration as described above, it is possible to present a real-time forecast management report and landing prediction report to the user.

<First Embodiment>
The project management system 1 will be described below. In the following description, for example, when the terminal device 10 accesses the server 20 , the server 20 responds with information for generating a screen on the terminal device 10 . The terminal device 10 generates and displays a screen based on information received from the server 20 .

<1 Overall configuration of project management system 1>
FIG. 1 is a diagram showing the overall configuration of a project management system 1 according to Embodiment 1. As shown in FIG. As shown in FIG. 1, a project management system 1 includes a plurality of terminal devices (terminal device 10A and terminal device 10B are shown in FIG. 1; hereinafter collectively referred to as "terminal device 10"). , and the server 20 . The terminal device 10 and the server 20 are connected via a network 80 so as to be able to communicate with each other. Network 80 is configured by a wired or wireless network.

The terminal device 10 is a device operated by each user. Here, the user is a project personnel (including a manager) who uses the terminal device 10 to input project schedule information and performance information, which is a function of the project management system 1, and who carries out the project. Employees of a company, etc. The terminal device 10 is implemented by a stationary PC (Personal Computer), a laptop PC, or the like. In addition, the terminal device 10 may be, for example, a mobile terminal such as a tablet compatible with a mobile communication system or a smart phone.

The terminal device 10 is communicably connected to the server 20 via the network 80 . The terminal device 10 is a wireless base station 81 compatible with communication standards such as 4G, 5G, and LTE (Long Term Evolution), and a wireless LAN (Local Area Network) standard such as IEEE (Institute of Electrical and Electronics Engineers) 802.11. It is connected to the network 80 by communicating with a compatible communication device such as a wireless LAN router 82 . As shown as terminal device 10B in FIG.

The communication IF 12 is an interface for inputting and outputting signals so that the terminal device 10 communicates with an external device. The input device 13 is an input device (for example, a keyboard, a touch panel, a touch pad, a pointing device such as a mouse, etc.) for receiving an input operation from a user. The output device 14 is an output device (display, speaker, etc.) for presenting information to the user. The memory 15 temporarily stores programs and data processed by the programs, and is a volatile memory such as a DRAM (Dynamic Random Access Memory). The storage unit 16 is a storage device for storing data, and is, for example, a flash memory or a HDD (Hard Disc Drive). The processor 19 is hardware for executing an instruction set described in a program, and is composed of arithmetic units, registers, peripheral circuits, and the like.

The server 20 is a device that manages project schedule information and performance information. The server 20 generates a budget/actual management report showing the results against the schedule of the project based on the schedule information including the project budget and scheduled man-hours, and the performance information including the budget consumption and actual man-hours of the project, and transmits it to the terminal device 10. do. The server 20 generates a prediction report indicating the expected transition of the project in the future based on the schedule information including the project budget and scheduled man-hours, and the actual information including the budget consumption and actual man-hours of the project, and sends it to the terminal device 10. Send. In addition, the server 20 updates the budget/actual management report and the landing forecast report by newly inputting performance information including project budget consumption and actual man-hours.

Server 20 is a computer connected to network 80 . The server 20 includes a communication IF 22 , an input/output IF 23 , a memory 25 , a storage 26 and a processor 29 .

The communication IF 22 is an interface for inputting and outputting signals for the server 20 to communicate with an external device. The input/output IF 23 functions as an interface with an input device for receiving input operations from the user and an output device for presenting information to the user. The memory 25 temporarily stores programs and data processed by the programs, and is a volatile memory such as a DRAM (Dynamic Random Access Memory). The storage 26 is a storage device for storing data, such as a flash memory or HDD (Hard Disc Drive). The processor 29 is hardware for executing an instruction set described in a program, and is composed of arithmetic units, registers, peripheral circuits, and the like.

<1.1 Configuration of terminal device 10>
FIG. 2 is a block diagram showing the functional configuration of the terminal device 10 that constitutes the project management system 1 of the first embodiment. As shown in FIG. 2, the terminal device 10 includes a plurality of antennas (antenna 111, antenna 112), wireless communication units (first wireless communication unit 121, second wireless communication unit 122) corresponding to each antenna, and an operation unit. It includes a reception unit 130 (including a keyboard 131 and a mouse 132 ), an audio processing unit 140 , a microphone 141 , a speaker 142 , a display 150 , a storage unit 160 and a control unit 170 . The terminal device 10 also has functions and configurations not particularly shown in FIG. 2 (for example, a battery for retaining power, a power supply circuit for controlling power supply from the battery to each circuit, etc.). As shown in FIG. 2, each block included in the terminal device 10 is electrically connected by a bus or the like.

The antenna 111 radiates a signal emitted by the terminal device 10 as radio waves. Antenna 111 also receives radio waves from space and provides a received signal to first wireless communication section 121 .

The antenna 112 radiates a signal emitted by the terminal device 10 as radio waves. Antenna 112 also receives radio waves from space and provides a received signal to second wireless communication section 122 .

The first wireless communication unit 121 performs modulation/demodulation processing and the like for transmitting and receiving signals via the antenna 111 in order for the terminal device 10 to communicate with other wireless devices. The second wireless communication unit 122 performs modulation/demodulation processing and the like for transmitting and receiving signals via the antenna 112 so that the terminal device 10 communicates with other wireless devices. The first radio communication unit 121 and the second radio communication unit 122 are communication modules including a tuner, an RSSI (Received Signal Strength Indicator) calculation circuit, a CRC (Cyclic Redundancy Check) calculation circuit, a high frequency circuit, and the like. The first radio communication unit 121 and the second radio communication unit 122 perform modulation/demodulation and frequency conversion of radio signals transmitted/received by the terminal device 10 and give received signals to the control unit 170 .

The operation accepting unit 130 has a mechanism for accepting user input operations. Specifically, operation accepting unit 130 includes a keyboard 131 and a mouse 132 . Note that the operation reception unit 130 may be configured as a touch screen that detects the user's touch position on the touch panel, for example, by using a capacitive touch panel.

The keyboard 131 accepts input operations by the user of the terminal device 10 . The keyboard 131 is a device for inputting characters, and outputs input character information to the control unit 170 as an input signal.

The mouse 132 receives input operations of the user of the terminal device 10 . The mouse 132 is a pointing device for selecting a display object displayed on the display 150. The control unit 132 receives position information selected on the screen and information indicating that a button is pressed as input signals. 170.

The audio processing unit 140 modulates and demodulates an audio signal. Audio processing section 140 modulates the signal supplied from microphone 141 and supplies the modulated signal to control section 170 . Also, the audio processing unit 140 provides an audio signal to the speaker 142 . The audio processing unit 140 is implemented by, for example, a processor for audio processing. Microphone 141 receives a voice input and provides voice signal corresponding to the voice input to voice processing section 140 . The speaker 142 converts the audio signal provided from the audio processing unit 140 into audio and outputs the audio to the outside of the terminal device 10 .

The display 150 displays data such as images, moving images, and text under the control of the control unit 170 . The display 150 is implemented by, for example, an LCD (Liquid Crystal Display) or an organic EL (Electro-Luminescence) display.

The storage unit 160 is configured by, for example, a flash memory or the like, and stores data and programs used by the terminal device 10 . In one aspect, storage unit 160 stores user information 161 .

The user information 161 is information of a user who is a project member (including a manager) who uses the terminal device 10 to input project schedule information and performance information, which are functions of the project management system 1 . The user information includes information for identifying the user (user ID), the name of the user, organization information of the company to which the user belongs, and the like.

The control unit 170 reads a program stored in the storage unit 160 and executes instructions included in the program to control the operation of the terminal device 10 . The control unit 170 is, for example, an application installed in the terminal device 10 in advance. The control unit 170 functions as an input operation reception unit 171, a transmission/reception unit 172, a data processing unit 173, and a notification control unit 174 by operating according to a program.

The input operation reception unit 171 performs processing for receiving a user's input operation to the input device such as the keyboard 131 .

The transmission/reception unit 172 performs processing for the terminal device 10 to transmit/receive data to/from an external device such as the server 20 according to a communication protocol.

The data processing unit 173 performs processing according to a program to perform computation on data input by the terminal device 10, and outputs the computation result to a memory or the like.

The notification control unit 174 performs processing for presenting information to the user. The notification control unit 174 performs processing for displaying a display image on the display 150, processing for outputting audio from the speaker 142, and the like.

<1.2 Functional Configuration of Server 20>
FIG. 3 is a diagram showing the functional configuration of the server 20 that constitutes the project management system 1 of Embodiment 1. As shown in FIG. As shown in FIG. 3 , the server 20 functions as a communication section 201 , a storage section 202 and a control section 203 .

The communication unit 201 performs processing for the server 20 to communicate with an external device.

The storage unit 202 stores data and programs used by the server 20 . The storage unit 202 stores a project schedule database 2021, a user database 2022, a project performance database 2023, and the like.

The project schedule database 2021 is a database for holding schedule information of projects to be managed by the project management system 1, specifically information such as required processes, estimated man-hours, and budget. Details will be described later.

The user database 2022 is a database for holding information on personnel engaged in projects managed by the project management system 1 . Details will be described later.

The project performance database 2023 is a database for holding performance information of a project managed by the project management system 1, specifically information such as the actual number of man-hours for each process and the spent budget. Details will be described later.

The control unit 203 has various modules such as a reception control module 2031, a transmission control module 2032, a project schedule acquisition module 2033, a project performance acquisition module 2034, and a forecast/actual management report generation/update module. 2035 , a forecast/actual management report presentation module 2036 , an expected landing report generation/update module 2037 , and an expected landing report presentation module 2038 .

The reception control module 2031 controls processing for the server 20 to receive a signal from an external device according to a communication protocol.

The transmission control module 2032 controls the processing by which the server 20 transmits signals to external devices according to a communication protocol.

The project schedule acquisition module 2033 controls processing for acquiring schedule information including project budgets and scheduled man-hours in response to inputs or acquisition instructions from project personnel (managers) who are users of the project management system 1 . In a project-type business, for example, when formulating a project, a work estimate is made and the man-hours required to carry out the project are calculated. The man-hours are multiplied by the labor cost per unit time, other necessary expenses are calculated, and the necessary budget for the project is determined. The project schedule acquisition module 2033 acquires information on the planned man-hours and budget thus calculated as schedule information.

The project schedule acquisition module 2033 may acquire the project schedule information input by the user from the terminal device 10. The project schedule information registered by the user in an external server device or the like may be acquired by the external server device. It may be acquired by accessing a device or the like. The project schedule information that the user inputs from the terminal device 10 may be input information directly input to an input form such as a Web page, or may be a file created in advance in a predetermined format such as spreadsheet software. The external server device may be a service provided by a so-called SaaS that manages resources such as program source codes necessary for a project.

The project schedule acquisition module 2033 registers and stores the acquired schedule information in the project schedule database 2021, for example.

The project performance acquisition module 2034 controls processing for acquiring performance information including project budget consumption and actual man-hours in response to inputs or acquisition instructions from project personnel (managers) who are users of the project management system 1 . In a project-type business, for example, the actual number of man-hours consumed to carry out the project (the project personnel actually performed the work) is calculated. By multiplying the actual number of man-hours by the labor cost per unit time and calculating other necessary expenses, the actual amount of the budget consumed for the execution of the project is calculated. The project performance acquisition module 2034 acquires information on the actual man-hours and budget performance thus calculated as performance information.

The project performance acquisition module 2034 may acquire the project performance information input by the user from the terminal device 10, and may acquire the project performance information registered by the user in an external server device or the like. It may be acquired by accessing a device or the like. The project performance information that the user inputs from the terminal device 10 may be input information directly input to an input form such as a web page, or may be a file created in advance in a predetermined format such as spreadsheet software. The external server device may be a service provided by a so-called SaaS that manages resources such as program source codes necessary for a project.

Also, the project performance acquisition module 2034 may acquire the actual man-hours from the attendance information registered by the user. For example, the project performance acquisition module 2034 acquires project information (which may include process information) and working hours of a project actually worked on from information registered by the user as his/her attendance information. Alternatively, it may be applied to a plurality of projects and obtained as the actual man-hour information of the applicable project. Furthermore, the project performance acquisition module 2034 may acquire the actual man-hours from the schedule information registered by the user. The project result acquisition module 2034, for example, determines the information actually performed among the information registered by the user as his/her own schedule information, and determines the information of the project in which the work was actually performed (even if the process information is included). may be obtained) and working time. Specifically, when a meeting within a project is registered as schedule information and it is determined that the meeting was actually held, the schedule information is acquired as performance information.

The project performance acquisition module 2034 registers and stores the acquired schedule information in the project performance database 2023, for example.

The budget/actual management report generating/updating module 2035 generates a budget/actual management report showing the actual performance of the project based on the project schedule information acquired by the project schedule acquisition module 2033 and the project performance information acquired by the project performance acquisition module 2034. Controls the processing to generate. The budget/actual management report generated by the budget/actual management report generation/update module 2035 includes the project schedule, for example, the budget consumption status, which is the actual results at a certain point in time, for the budget and the planned man-hours, the actual work man-hours (man-hour consumption status), and the actual results. It shows the digestibility of Also, the budget/actual management report may show a comparison with the budget and the planned man-hours that were scheduled to be consumed in the project at the time the budget/actual management report was generated.

Also, the budget/actual management report generation/update module 2035 controls the process of updating the budget/actual management report once created based on the project performance information acquired by the project performance acquisition module 2034 . Since the project performance acquisition module 2034 acquires project performance information as needed, the budget/actual management report generation/update module 2035 reflects the newly acquired project performance information to update the budget/actual management report.

The budget/actual management report generated by the budget/actual management report generation/update module 2035 may be generated from a web page that can be referenced with a web browser, or from a predetermined document file or the like.

The budget/actual management report presentation module 2036 controls the process of transmitting the budget/actual management report generated by the budget/actual management report generation/update module 2035 to, for example, the terminal device 10 and presenting it to the user. When the budget/actual management report generated by the budget/actual management report generation/update module 2035 is based on a web page, the budget/actual management report presentation module 2036 may transmit information instructing transition to the reference destination of the web page. Further, when the budget/actual management report generated by the budget/actual management report generation/update module 2035 is based on a predetermined document file or the like, the budget/actual management report presentation module 2036 may transmit information instructing to open the document file.

The forecast report generating and updating module 2037 generates a forecast report showing a forecast of the future transition of the project based on the project schedule information acquired by the project schedule acquisition module 2033 and the project performance information acquired by the project performance acquisition module 2034. control the process of generating the . The expected arrival report generated by the expected arrival report generation update module 2037 includes a project schedule, for example, the budget consumption status, which is the actual results at a certain point in time with respect to the budget and the planned man-hours, the actual work man-hours (man-hour consumption status), and the actual man-hours. It shows the predicted completion of the project, the state of budget consumption at a certain point in the future (for example, the scheduled completion point), and the predicted value of the actual work man-hours, which are expected from the rate of completion. Also, the expected arrival report may show a comparison with the budget or man-hours planned for the project at a certain point in the future. Further, the forecast report may show the forecast of the balance between sales and expenses in the project and the forecast of profit at a certain point in the future. Furthermore, the forecast report may show the divergence between the planned information and the actual information of the project at a certain point in the future in different modes (for example, displaying in different colors, highlighting, etc.). Depending on the difference, it may be displayed in different modes (for example, displaying in different colors depending on the divergence, highlighting by changing the degree of highlighting, etc.).

In addition, the landing prediction report generation update module 2037 controls the process of updating the landing prediction report once created based on the project performance information acquired by the project performance acquisition module 2034 . Since the project performance acquisition module 2034 acquires the project performance information at any time, the landing forecast report generating/updating module 2037 reflects the newly acquired project performance information to update the landing forecast report.

The landing prediction report generated by the landing prediction report generation/update module 2037 may be generated from a web page that can be referenced by a web browser, or from a predetermined document file or the like. Further, the budget/actual management report generated by the budget/actual management report generation/update module 2035 may be presented simultaneously (on the same screen), or may be displayed on a different screen.

The expected landing report presentation module 2038 controls the process of transmitting the expected landing report generated by the expected landing report generation/update module 2037 to, for example, the terminal device 10 and presenting it to the user. When the expected landing report generated by the expected landing report generation update module 2037 is based on a web page, the expected landing report presentation module 2038 may transmit information instructing transition to the reference destination of the web page. Also, if the expected landing report generated by the expected landing report generation/update module 2037 is based on a predetermined document file or the like, the expected landing report presentation module 2038 may transmit information instructing to open the document file.

<2 Data structure>
FIG. 4 is a diagram showing an example of the data structure of the project schedule database 2021 and user database 2022 stored by the server 20. As shown in FIG. 5 is a diagram showing an example of the data structure of the project performance database 2023 stored by the server 20. As shown in FIG.

As shown in FIG. 4, each record in the project schedule database 2021 includes an item "project ID", an item "project name", an item "project detailed information", and the like.

The item “project ID” is information for identifying each project managed by the project management system 1 .

The item “project name” is information indicating the name of the project managed by the project management system 1 .

The item "project detailed information" is information about the project to be managed by the project management system 1. Specifically, the item "process ID", the item "process name", the item "estimated man-hours", and the item Including "work period" etc.

The item “process ID” is information for identifying each necessary process in the project managed by the project management system 1 .

The item “process name” is information indicating the name of a process required in a project managed by the project management system 1 . In the project schedule information, an estimate is made for each process of the project, and a budget may be formulated. Therefore, this item is used for managing each process.

The item "estimated man-hours" is information indicating the man-hours estimated for each process in the project managed by the project management system 1. For example, the work that can be performed by one person in one month. A value indicating the amount of work per man-month is stored.

The item "work period" is information indicating the work period for each process in the project managed by the project management system 1. For example, the scheduled work start date and work end date are stored. there is

The project schedule acquisition module 2033 of the server 20 adds/deletes the record of the item "project detailed information" in the project schedule database 2021 in accordance with the acquisition of the schedule information including the project budget and scheduled man-hours.

Each record of the user database 2022 includes the item “user ID”, the item “affiliation”, the item “name”, the item “man-hour information”, and the like.

The item “user ID” is information for identifying each user (user who has registered an account) who uses the project management system 1 and is a member of the project.

The item “affiliation” is information indicating a business operator such as a company to which the user using the project management system 1 belongs, or a department of the company.

The item “name” is information indicating the name of the user who uses the project management system 1 .

The item “man-hour information” is man-hour information of actual work performed by the user using the project management system 1 . As shown in FIG. 4, one or more pieces of man-hour information are stored for one user. Note that the item "man-hour information" for each user may not be stored when acquired from an external server device or the like, and may be separately managed as attendance information.

As shown in FIG. 5, each record in the project performance database 2023 includes an item “project ID”, an item “project name”, an item “project detailed information”, and the like.

The item “project ID” is information for identifying each project managed by the project management system 1 and corresponds to the item “project ID” of the project schedule database 2021 .

The item “project name” is information indicating the name of the project managed by the project management system 1 and corresponds to the item “project name” of the project schedule database 2021 .

The item "project detailed information" is information about the project to be managed by the project management system 1. Specifically, the item "process ID", the item "period", the item "scheduled man-hours", and the item " including “actual man-hours”, etc.

The item “process ID” is information for identifying each necessary process in the project managed by the project management system 1 and corresponds to the item “process ID” of the project schedule database 2021 .

The item "period" is information indicating a predetermined period for managing the progress of man-hours, which is determined for each process in a project managed by the project management system 1. For example, the date of scheduled start of work. and the scheduled work completion date are stored. This item "period" may be the same as the item "process ID" of the project schedule database 2021, and a plurality of periods may be set so that the process can be subdivided and progress managed.

The item “scheduled man-hours” is information indicating the scheduled man-hours for each item “period”, which is determined for each process in the project managed by the project management system 1 . This item "scheduled man-hours" may be the same as the item "estimated man-hours" in the project schedule database 2021, and a plurality of estimated man-hours may be set so that the estimated man-hours of the process can be subdivided and progress managed.

The item “actual man-hours” is information indicating the actual man-hours corresponding to the item “scheduled man-hours” defined for each process in the project managed by the project management system 1 . If the scheduled work completion date for the item "Period" has not yet arrived, it is not stored in the item.

Although illustration is omitted, the project performance database 2023 may store the project budget and the actual consumption budget for the budget, and may store the actual sales and expenses.

The project performance acquisition module 2034 of the server 20 adds a record to the item “project details” of the project performance database 2023 in accordance with the acquisition of performance information including budget consumption and actual man-hours of the project.

<3 Operation>
Project schedule registration processing and report creation processing by the project management system 1 according to the first embodiment will be described below with reference to FIGS. 6 and 7. FIG.

FIG. 6 is a flow chart showing an example of the flow of project schedule registration processing by the project management system 1 according to the first embodiment.

As a pre-process of step S111, the input operation reception unit 171 of the terminal device 10 receives a request from a user who is a member of the project (including a manager) for performing authentication necessary for using the service of the project management system 1. Accepts an operation to enter a user ID and password. The transmission/reception unit 172 transmits the received user ID and password and user information to the server 20 . The server 20 accepts the user ID and password via the communication unit 201, confirms that the user ID and password of the user is valid, and performs predetermined authentication. If it is valid, the server 20 transmits information of completion of authentication to the terminal device 10 via the communication unit 201 . The transmitting/receiving unit 172 of the terminal device 10 receives the authentication completion information transmitted from the server 20 . The notification control unit 174 displays the received authentication completion information on the display 150, and step S111 is started.

In step S111, the input operation receiving unit 171 of the terminal device 10 receives an instruction to display an input screen for inputting schedule information including the project budget and scheduled man-hours by the user's operation. The transmitting/receiving unit 172 transmits the received display instruction to the server 20 . The transmitting/receiving unit 172 of the terminal device 10 receives display data of an input screen for inputting project schedule information transmitted from the server 20 . The notification control unit 174 causes the display 150 to display the display data of the input screen for inputting the received schedule information of the project.

In step S<b>121 , the server 20 receives, via the communication unit 201 , an instruction to display an input screen for inputting project schedule information transmitted from the terminal device 10 . The server 20 transmits display data of an input screen for inputting project schedule information to the terminal device 10 via the communication unit 201 .

In step S112, the input operation receiving unit 171 of the terminal device 10 receives an input of schedule information including the project budget and scheduled man-hours by the user's operation. The transmitting/receiving unit 172 transmits the received schedule information of the project to the server 20 .

In step S<b>122 , the project schedule acquisition module 2033 of the server 20 receives the project schedule information transmitted from the terminal device 10 via the communication unit 201 . The project schedule acquisition module 2033 registers the received project schedule information in the project schedule database 2021 .

Note that when the project schedule acquisition module 2033 accesses an external server device or the like and acquires schedule information of a project registered in the external server device or the like, the processes of steps S112 and S122 are not performed.

As described above, the project management system 1 acquires schedule information including project budgets and scheduled man-hours by user input or from an external server device or the like. These pieces of information serve as a basis for project budget management and forecasting.

FIG. 7 is a flow chart showing an example of the flow of tax return processing by the project management system 1 according to the first embodiment. Note that the preprocessing in step S211 is the same as the preprocessing in step S111.

In step S211, the input operation accepting unit 171 of the terminal device 10 accepts a display instruction to display an input screen for inputting performance information including project budget consumption and actual man-hours by an operation from the user. The transmitting/receiving unit 172 transmits the received display instruction to the server 20 . The transmitting/receiving unit 172 of the terminal device 10 receives the display data of the input screen for inputting the project performance information transmitted from the server 20 . The notification control unit 174 causes the display 150 to display the display data of the input screen for inputting the received performance information of the project.

In step S<b>221 , the server 20 receives, via the communication unit 201 , an instruction to display an input screen for inputting project performance information transmitted from the terminal device 10 . The server 20 transmits the display data of the input screen for inputting the project performance information to the terminal device 10 via the communication unit 201 .

In step S212, the input operation receiving unit 171 of the terminal device 10 receives an input of performance information including project budget consumption and actual man-hours by an operation from the user. The transmitting/receiving unit 172 transmits the received project performance information to the server 20 .

In step S<b>222 , the project performance acquisition module 2034 of the server 20 receives the project performance information transmitted from the terminal device 10 via the communication unit 201 . The project performance acquisition module 2034 registers the received project performance information in the project performance database 2023 .

In step S223, the budget/actual management report generation/update module 2035 of the server 20 compares the project schedule information received in step S122 (or obtained from an external server device or the like) with the project performance information received in step S222. Based on this, a budget/actual management report is generated that shows the actual performance against the project schedule.

In step S224, the landing prediction report generation update module 2037 of the server 20 compares the project schedule information received in step S122 (or obtained from an external server device or the like) with the project performance information received in step S222. Based on this, a landing forecast report is generated that shows the expected transition of the project in the future.

In step S<b>225 , the budget/actual management report presentation module 2036 of the server 20 transmits the budget/actual management report generated in step S<b>223 to the terminal device 10 via the communication unit 201 . Also, the landing prediction report presentation module 2038 of the server 20 transmits the landing prediction report generated in step S224 to the terminal device 10 via the communication unit 201. FIG.

In step S<b>215 , the transmitting/receiving unit 172 of the terminal device 10 receives the forecast/actual management report and the predicted landing report transmitted from the server 20 . The notification control unit 174 causes the display 150 to display the received forecast/actual management report and landing forecast report.

As described above, in the project management system 1, based on the schedule information including the project budget and scheduled man-hours, and the actual information including the budget consumption and actual man-hours of the project, a budget/actual management report showing the results against the project schedule can be generated. , to generate a forecast report that shows the expected transition of the project in the future. This makes it possible to grasp at a glance the status of budget consumption and the progress of projects.

<4 Screen example>
An example of a comment input screen and a detailed comment display screen in the declaration creation process by the project management system 1 will be described below with reference to FIGS. 8 and 9. FIG.

FIG. 8 is a diagram showing a screen example of a budget/actual management report displayed on the terminal device 10. As shown in FIG. The screen example of FIG. 8 shows a screen example in which the budget/actual management report generated by the budget/actual management report generation/update module 2035 is transmitted to the terminal device 10 and displayed. This corresponds to step S215 in FIG.

As shown in FIG. 8, on the display 150 of the terminal device 10, as a screen for displaying the budget/actual management report, a progress rate display column 1031a indicating the progress of the project, a sales display column 1031b indicating sales in the project, and a project An expenditure display column 1031c indicating expenditure in . The information displayed in the progress rate display column 1031a, the sales display column 1031b, and the expenditure display column 1031c are the project schedule information stored in the project schedule database 2021 and the project performance stored in the project performance database 2023. Information is read and displayed.

On the screen shown in FIG. 8, the budget/actual management report can be displayed for specific personnel, teams, etc. for the entire project, for example, and can be displayed for a certain point in the execution period of the project. is configured to

FIG. 9 is a diagram showing an example of a screen displaying a transition prediction report displayed on the terminal device 10. As shown in FIG. The example screen of FIG. 9 shows an example of a screen in which the predicted landing report generated by the predicted landing report generation update module 2037 is transmitted to the terminal device 10 and displayed. This corresponds to step S215 in FIG.

As shown in FIG. 9, the display 150 of the terminal device 10 displays a landing prediction report display field 1032a that shows the prediction of the transition of the project in the future. In the expected landing report display field 1032a, there is a result display field 1032b that shows budget consumption status, actual work man-hours (man-hour consumption status), actual utilization rate, etc., which are schedule information and actual performance information at a certain point in the project, A prediction display field 1032c is displayed showing the predicted completion of the project, the state of budget consumption at a certain point in the future (for example, the scheduled completion time), and the predicted value of actual work man-hours, which are predicted from these pieces of information.

In the screen shown in FIG. 9, the expected landing report is provided with a period selection column 1032d so that it is possible to display, for example, a certain point in the execution period of the project.

<Summary>
As described above, according to the present embodiment, schedule information including the project budget and scheduled man-hours is acquired by input from the user or from an external server device or the like. After that, we acquire actual information including project budget consumption and actual man-hours, and based on the project schedule information and project actual information, we prepare a budget/actual management report that shows the actual results against the project schedule and an estimate of future changes in the project. Generate a predicted landing report showing This makes it possible to grasp at a glance the status of budget consumption and the progress of projects.

In addition, when newly acquiring performance information including project budget consumption and actual man-hours, the budget/actual management report and the landing forecast report are updated. Therefore, it is possible to present a real-time forecast/actual management report and a landing forecast report to the user. This allows for a more accurate understanding of the project status.

Although the disclosed embodiments have been described above, they can be implemented in various other forms, and can be implemented with various omissions, substitutions, and modifications. These embodiments, modifications, omissions, substitutions and changes are included in the technical scope of the claims and their equivalents.

<Appendix>
The items described in each of the above embodiments will be added below.

(Appendix 1) A program to be executed by a computer having a processor 29 and a memory 25 to support the execution of a project related to a user's business, wherein project schedule information (2021) is registered in the memory 25 Then, the program instructs the processor 29 to acquire information on the actual results of the personnel engaged in the project (S222); Steps (S223, S225) of generating a budget/actual management report showing the actual performance of the project and presenting it to the user (S223, S225); and presenting it to the user (S224, S225); and a step of updating the forecast report (S223, S224).

(Appendix 2) Information on the budget required for the project and information on the number of man-hours required to carry out the project are registered as the project schedule information, and in the step of generating the budget/actual management report, the budget and the number of man-hours are consumed. In the step of generating a budget/actual management report about the situation, presenting it to a user, and generating a forecast report, generating a forecast report showing future transition forecasts of the budget and man-hours and presenting it to the user (Appendix 1) program described in .

(Appendix 3) The program according to (Appendix 1) or (Appendix 2), wherein in the step of obtaining performance information, attendance information of the personnel is obtained.

(Appendix 4) The program according to (Appendix 3), which acquires attendance information of personnel, applies information on projects included in the acquired attendance information to one or more projects, and acquires it as project performance information. .

(Appendix 5) The program according to (Appendix 1) or (Appendix 2), wherein in the step of obtaining performance information, schedule information of personnel is obtained.

(Appendix 6) The program according to (Appendix 5), which acquires schedule information of personnel, applies information on projects included in the acquired schedule information to one or more projects, and acquires it as project performance information. .

(Appendix 7) In any of (Appendix 1) to (Appendix 6), in the step of generating a forecast report, a forecast report showing transition forecasts of the balance between sales and expenses of the project is generated and presented to the user. the program described in

(Appendix 8) The program according to any one of (Appendix 1) to (Appendix 7), wherein, in the step of generating a forecasted earnings report, a forecasted earnings report showing expected changes in profits from the project is generated and presented to the user. .

(Appendix 9) Any of (Appendix 1) to (Appendix 8), in which, in the step of generating the budget/actual management report, the discrepancy between the project schedule information and the project performance information is presented in a different manner depending on the state of the discrepancy. the program described in

(Appendix 10) An information processing device that includes a control unit 203 and a storage unit 202 and supports execution of a project related to a user's business, in which project schedule information (2021) is registered. , the control unit 203 acquires the project performance information of the personnel engaged in the project (S222), and based on the project schedule information and the acquired project performance information, the performance of the project schedule is calculated. generating a budget/actual management report to show and presenting it to the user (S223, S225), and based on the project schedule information and the acquired project performance information, a landing forecast report showing future transition forecast of the project is generated. , step of presenting to the user (S224, S225), and after generating the forecast/actual management report and the forecasted landing report, the forecast/actual management report and the forecasted forecast report are generated based on the acquired project performance information and change information for the project schedule information. An information processing device that performs updating steps (S223, S224).

(Appendix 11) A method for supporting the execution of a project related to a user's business, executed by a computer comprising a processor 29 and a memory 25, wherein project schedule information (2021) is registered in the memory 25. The method includes a step of obtaining the performance information of the personnel engaged in the project by the processor 29 (S222); Steps (S223, S225) of generating a budget/actual management report showing the actual performance of the project and presenting it to the user (S223, S225); and presenting it to the user (S224, S225); updating the forecast report (S223, S224); and

10 terminal device, 20 server, 80 network, 130 operation reception unit, 161 user information, 22 communication IF, 23 input/output IF, 25 memory, 26 storage, 29 processor, 201 communication unit, 202 storage unit, 2021 project schedule database, 2022 user database, 2023 project results database, 203 control unit

Claims (11)

A program that is executed by a computer comprising a processor and a memory and supports the execution of a project related to a user's business,
Schedule information of the project is registered in the memory,
The program causes the processor to:
a step of acquiring performance information on the personnel engaged in the project, who engaged in the project;
a step of generating a budget/actual management report showing results against the project schedule based on the project schedule information and the acquired project performance information, and presenting the report to the user;
a step of generating and presenting to the user a landing forecast report showing a forecast of future transitions of the project based on the project schedule information and the obtained project performance information;
a step of updating the forecast/actual management report and the forecasted landing report based on the acquired change information for the project performance information and the project schedule information after the forecasted/actual management report and the forecasted landing report are generated. program. Information on the budget required for the project and information on the number of man-hours required to carry out the project are registered as the schedule information of the project;
In the step of generating the budget/actual management report, generating the budget/actual management report regarding the budget and the man-hour consumption status, and presenting it to the user;
2. The program according to claim 1, wherein, in said step of generating said landing prediction report, said landing prediction report indicating future transition predictions of said budget and said man-hours is generated and presented to said user. 3. The program according to claim 1, wherein in the step of acquiring performance information, attendance information of said personnel is acquired. 4. The program according to claim 3, wherein the attendance information of the personnel is acquired, the information about the project included in the acquired attendance information is applied to one or more of the projects, and the result information of the project is acquired. . 3. The program according to claim 1, wherein, in the step of acquiring performance information, schedule information of said personnel is acquired. 6. The program according to claim 5, which acquires the schedule information of the personnel, applies the information on the project included in the acquired schedule information to one or more of the projects, and acquires the result information of the project. . 7. The step of generating the forecasted landing report includes generating a forecasted landing report showing transition forecasts of balance between sales and expenses of the project and presenting it to the user. program described in . 8. The program according to any one of claims 1 to 7, wherein, in the step of generating the forecasted earnings report, a forecasted earnings report showing expected changes in profit from the project is generated and presented to the user. 9. Any one of claims 1 to 8, wherein in the step of generating the budget/actual management report, the deviation between the project schedule information and the project performance information is presented in different manners according to the state of the deviation. The program described in Section. An information processing device that includes a control unit and a storage unit and supports execution of a project related to a user's business,
Schedule information of the project is registered in the storage unit,
The control unit
a step of acquiring performance information on the personnel engaged in the project, who engaged in the project;
a step of generating a budget/actual management report showing results against the project schedule based on the project schedule information and the obtained project performance information, and presenting the report to the user;
a step of generating and presenting to the user a landing forecast report showing a forecast of future transitions of the project based on the project schedule information and the obtained project performance information;
and executing a step of, after generating the budget/actual management report and the forecasted landing report, updating the forecasted/actual management report and the forecasted landing report based on the acquired change information of the project performance information and the project schedule information. information processing device. A computer-implemented method comprising a processor and a memory for assisting a user in completing a business project, the method comprising:
Schedule information of the project is registered in the memory,
The method comprises: the processor;
a step of obtaining performance information of the personnel engaged in the project, who engaged in the project;
a step of generating a budget/actual management report showing results against the project schedule based on the project schedule information and the acquired project performance information, and presenting the report to the user;
a step of generating and presenting to the user a landing forecast report showing a forecast of future transitions of the project based on the project schedule information and the obtained project performance information;
a step of updating the forecast/actual management report and the forecasted landing report based on the acquired change information for the project performance information and the project schedule information after the forecasted/actual management report and the forecasted landing report are generated. how to.

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