RU51763U1 - INTEGRATED PLANNING, MONITORING AND ACCOUNTING SYSTEM FOR PROJECT MANAGEMENT AND ECONOMIC ACTIVITY - Google Patents

Abstract

The utility model relates to business process management systems in which it is advisable to plan and control the onset of individual business events and maintain financial or documentary records of the results.

The technical result of the utility model is to expand the arsenal of the system’s tools, eliminate the shortcomings of analogues and create a system that eliminates the possibility of performing business operations that are inconsistent with the planned events in terms and budgets, excludes the possibility of a business transaction by a person not authorized in accordance with the plans for the implementation of events and ensures full and reliable reflection of the fact of events on timelines and budgets in the project management information system.

The technical result is achieved by the fact that in an integrated planning, control and accounting system for managing projects and economic activities with differentiation of powers between users, containing at least one input unit for assigning the system in electronic form, at least one memory unit, and at least one display unit task events, the new one is that the system contains an information processing unit that is associated with a unit for project planning and economic activity by deadlines, budgets and resources and bl The execution and accounting window for business operations, which, in turn, are compared with each other through the information comparison unit, while the project and business planning unit contains time and budget attributes for each planned event with respect to the movement of financial resources and resources, and each event is assigned an individual identifier, and the unit for the execution and accounting of business transactions generates and takes into account documents related to the execution of planned events, and Documents for an event are carried out with the obligatory establishment of a link between the event and the document by selecting the identifier of the corresponding event, to exclude the possibility of uncontrolled business transactions with an inappropriate identifier and inconsistencies in terms and budget, and the actual execution of the budget and dates of the planned event, recorded in the execution unit and accounting of business operations is reflected in the block of project planning and economic activity and the selection block eniya job events.

Description

The utility model relates to business process management systems in which it is advisable to plan and control the onset of individual business events and maintain financial or documentary records of the results.

Project management information systems (ISMS) are known in which events (work) are planned according to timelines and budgets and are displayed graphically in the form of network or line graphs (Gantt charts). These systems assume a reflection of the state of work (events) upon the occurrence of their beginning, completion, as well as costs (budgets), but the data are supposed to be entered with the participation of the personnel responsible for their implementation and, accordingly, is subjective.

ERP class business planning and management systems are also known, in which documents related to any business activity are created, reflected and taken into account and the fact of a change in the state of a document (for example, its accounting) is absolute and objectively means the occurrence of an economic event.

A well-known system for accounting and storing financial resources when improving actions with them, containing many funds for depositing funds, funds for processing and accounting data on cash necessary for transferring funds to storage funds, with their subsequent identification and selection (US, 5544086, G 06 F 157/00, 08/06/96).

Closest to the technical nature of the claimed system is a system of accounting, planning and control when performing actions with resources, in particular, with the means and procedures of insurance.

The system includes a job input unit to the system, a display unit, a memory unit, (US, 5523942 A, G 06 F 157/00, 06/04/1996). The system combines a basic computer system and a user interface to enter the system and provide information on insurance and deposits.

All known systems have a limited scope due to the application of a specific processing algorithm in each case. The systems only process data on resources and do not have the ability to control arbitrary business operations that can be carried out to execute planned events. They are difficult to use. In known systems it is difficult to trace in time the process of conducting business operations

projects planned and actually carried out when they are committed to the movement of assets at the moment or after any specific period of time.

The objective of the claimed system is to eliminate the above disadvantages.

The technical result of the utility model is to expand the arsenal of the system’s tools, eliminate the shortcomings of analogues and create a system that eliminates the possibility of performing business operations that are inconsistent with the planned events by the timing and budget of assets, excludes the possibility of a business transaction by a person not authorized in accordance with the plans for the implementation of events and provides full and reliable display of the fact of events by the dates and budgets in the PMIS.

The technical result is achieved by the fact that in an integrated planning, control and accounting system for managing projects and economic activities with differentiation of powers between users, containing at least one input unit for assigning the system in electronic form, at least one memory unit, and at least one display unit task events, the new one is that the system contains an information processing unit that is associated with a unit for project planning and economic activity by deadlines, budgets and resources and bl The execution and accounting window for business operations, which, in turn, are compared with each other through the information comparison unit, while the project and business planning unit contains time and budget attributes for each planned event with respect to the movement of financial resources and resources, and each event is assigned an individual identifier, and the unit for the execution and accounting of business transactions generates and takes into account documents related to the execution of planned events, and Documents for an event are carried out with the obligatory establishment of a link between the event and the document by selecting the identifier of the corresponding event, to exclude the possibility of uncontrolled business transactions with an inappropriate identifier and inconsistencies in terms and budget, and the actual execution of the budget and dates of the planned event, recorded in the execution unit and accounting of business operations is reflected in the block of project planning and economic activity and the selection block eniya job events.

The presence of direct connections between the blocks allows for an efficient exchange between them, which in turn leads to an increase in the operation of the system as a whole.

The inclusion in the system of a block for planning projects and economic activities by deadlines, budgets and resources allows you to assign time and budget attributes for each planned event, as well as an individual identifier to simplify and control the operation of the system

The inclusion in the system of a block of execution and accounting of business transactions allows you to generate and take into account documents related to the execution of planned events.

The inclusion in the system of a block, comparison of information, allows you to quickly compare information from the block of project planning and economic activities by the timing, budgets and the block of execution and accounting of business transactions with each other and exclude the possibility of uncontrolled transactions with an inappropriate identifier and inconsistencies in terms and budget.

Figure 1 shows the functional diagram of the system.

Figure 2 shows examples of graphical images on a computer screen of indicators of operations with resources in time in accordance with the plan and actual indicators of documents for business operations and their comparison.

This description is only a special case of the system.

The integrated system of accounting, planning and control when performing actions with resources (Fig. 1) contains a unit 1 for inputting tasks to the system in electronic form, a unit 2 for displaying task events, an information processing unit 3, which is associated with a unit 4 for project planning and economic activity by time , budgets and resources and block 5 execution and accounting of business operations. Blocks 4 and 5 are interconnected using the information comparison unit 6. All information from block 3 is recorded in memory block 7.

The input unit 1 of the job assignment to the system in electronic form, serves to enter the necessary parameters to the system; it can be a keyboard or a computer (personal, laptop, or any, even so-called pocket-sized), and can be implemented on a computer, for example, with one Intel Pentium processor IV, with a clock speed of at least 1.7 GHz, RAM of at least 256 MB and a disk subsystem of at least 5 Gb, using well-known operating system software, for example, Microsoft Windows or Linux).

The unit 2 for displaying task events serves to visualize the actions of the system and may be a computer monitor, a screen, or any of the known means for displaying information.

The information processing unit 3 serves to collect and process information from units 4 and 5 for subsequent recording of information in the memory unit 7 and transferring this information to unit 2 and is an electronic computer (including a processor, a disk for accumulating and exchanging information, and can be implemented on a computer basis, for example, with one Intel Pentium IV processor, a clock speed of at least 1.7 GHz, a RAM of at least 256 MB and a disk subsystem of at least 5 Gb, using well-known operating software system, such as Microsoft Windows or Linux.

Block 4 of project planning and economic activity by the timing, budgets and resources is necessary for further identification of events. In it, for each planned event, the attributes of time and budget are recorded in relation to the movement of financial resources and resources. Each of the events is assigned an individual identifier.

Blocks 4 can be a part, one or several electronic computers (can be implemented on a computer, for example, with one Intel Pentium IV processor, a clock speed of at least 1.7 GHz, RAM of at least 256 MB and a disk subsystem less than 5 Gb) using well-known operating system software such as Microsoft Windows or Linux and project planning application software (such as MSProject or Primavera P3e).

Block 5 execution and accounting of business transactions generates and takes into account documents related to the execution of planned events, i.e. actual execution of the budget and the timing of the planned event. The formation and accounting of documents is carried out on the basis of identifiers, which further simplifies the operation of the system as a whole.

Block 5 can be a part, one or several electronic computers (can be implemented on a computer, for example, with one Intel Pentium IV processor, a clock speed of at least 1.7 GHz, RAM of at least 256 MB and a disk subsystem less than 5 Gb) using well-known operating system software, such as Microsoft Windows or Linux and business accounting application software

(for example, ERP Navision Attain or Oracle Applications) or a file cabinet (on any media — magnetic, electronic, laser, etc.) or paper.

Block 6 is necessary for the interconnection of blocks 4 and 5 with each other through and is used for comparison and mutual access to information (can be implemented on a computer, for example, with one Intel Pentium IV processor, clock frequency of at least 1.7 GHz, RAM less than 256 MB and a disk subsystem of at least 5 Gb using well-known software for organizing and storing information (for example, Oracle DBMS or MS SQL) or a logical element (can be part of a computer, and can be implemented on the basis of the same computer, for example, with one p an Intel Pentium IV processor with a clock frequency of at least 1.7 GHz, RAM of at least 256 MB and a disk subsystem of at least 5 Gb using well-known software, organization and storage of information (for example, Oracle or MS SQL DBMS) or any known organization element , storing and matching information.

Block 6 (a unified database with end-to-end identification of events and documents) is necessary to exclude the possibility of uncontrolled occurrence of an event with an inappropriate identifier and to control the compliance of events and documents by deadlines and budget. It allows you to inform the user about an event or a violation of the deadlines or budget, which in turn allows you to quickly make a decision to suspend the project or the necessary additional changes in time or budget. The actual execution of the budget and the timing of the planned event, recorded in block 5 execution and accounting of business transactions, passing through the matching block 6, is displayed in block 4 of the planning of projects and economic activities and block 2 display of event assignments. All data from block 3 and blocks 4 and 5 are recorded in block 7 of the memory. All blocks are interconnected and can be one or several computers (can be implemented on the basis of a computer, for example, the one mentioned above) with information display devices (screens, monitors, etc.) interconnected via local or global (Internet) network.

A description of FIG. 2 will be given in detail below in an example intended to illustrate the operation of the system when implementing the invention by computer means when working with a monitor display.

On figa shows a General table with the necessary actions, dates of start and end of execution and budget. In addition, each action has its own identifier (ID 1, 2, 3, 4). For clarity, the table on the right side contains a graph

performance of work, by which you can quickly determine at what stage of implementation it is.

Under table 2a shows the documents that correspond to each stage of the work (figb). Moreover, each document contains an identifier (ID 1, 2, 3, 4), and the availability of a document on the start of work (order form, etc.) and on completion (invoice, acceptance certificate, etc.)

Obviously, it is possible to judge objectively the occurrence of any economic event, including the facts of the beginning or end of the work planned in the PMIS, only by the presence of the economic document in a certain certain state.

Through block 1, the system is entered with the necessary parameters in electronic form (the need to accomplish any event - purchase, sale, delivery, etc.), which is displayed in the task event display unit 2 serves to visually display the actions of the system (Fig.2a on the left )

Data from block 1 comes in the form of a signal to block 3 of information processing and from it goes to block 4, where time and budget attributes are recorded for each planned event in relation to the movement of financial resources and resources. Each of the events is assigned an individual identifier (ID 1, 2, 3, 4). After that, the data is again transmitted in the form of a signal to block 3 and from it to the memory block 7 and the display unit 2.

The actual execution of the budget and the timing of the planned event in the form of a document on the commencement of work (order form, etc.) and on completion (invoice, acceptance certificate, etc.) (fig.2b), recorded in block 5 of execution and accounting business transactions, passing through the matching block 6, is displayed in block 4 of the planning of projects and economic activities and block 2 of the display of job events. Block 6 (a unified database with end-to-end identification of events and documents) is necessary to exclude the possibility of uncontrolled occurrence of an event with an inappropriate identifier and to control the compliance of events and documents by deadlines and budget. It allows you to inform the user about an event or a violation of the deadlines or budget, which in turn allows you to quickly make a decision to suspend the project or the necessary additional changes in time or budget. All data from blocks 4 and 5 mapped to each other in block 6 are processed in block 3 and recorded in memory block 7.

In this system, it is possible to uniquely identify events planned in the PMIS and assign these identifiers to documents in the ERP system.

When delimiting access to the planning and control in the PMIS in projects, the executors also get access to the ERP only to documents related to the events to which they have access (material order, material delivery, etc.).

Depending on the nature of the managed activity, a rule is determined for the correspondence of types of documents and their conditions to planned and controlled events.

The ERP system determines the impossibility of creating a document without specifying the identifier of an event planned in the PMIS, as well as a document that differs beyond the specified limits from the date and budget of the event by formally monitoring compliance or warning the operator of such a discrepancy (information is exchanged and the received data is evaluated between blocks 4 and 5 through block 6 and further to block 3).

The change of state through block 1 (including occurrence and deletion) of a document in the ERP system is recorded in its database and, according to the rule of communication “document state - event state”, through event identifiers (mini-cell numbers) are transferred in the form of signs (parameters) of events to EMIS database, which allows you to display on the monitor (block 2) the actual status of planned events.

A similar interaction of the PMIS can be implemented with a non-financial document management system, in which you can determine the relationship between events and the presence or formal change in the status of documents.

Claims (1)

An integrated system of planning, control and accounting for managing projects and business activities with differentiation of powers between users, containing at least one input unit for assigning the system in electronic form, at least one memory unit, and at least one unit for displaying task events, characterized in that the system comprises an information processing unit that is associated with a task event display unit, a memory unit and a task event display unit, a memory unit, a project planning unit, and a host activities by deadlines, budgets and resources, and the unit for the execution and accounting of business transactions, which, in turn, are compared using the information comparison unit, while the project and business planning unit contains for each planned event time and budget attributes in relation to the movement of financial funds and resources, and each of the events is assigned an individual identifier, and the unit for the execution and accounting of business transactions generates and takes into account documents relating to implementation of the planned events, and the formation of documents for the event is carried out with the obligatory establishment of a connection between the event and the document by selecting the identifier of the corresponding event, to exclude the possibility of uncontrolled business transactions with an inappropriate identifier and inconsistencies in terms and budget, and the actual execution of the budget and terms of the planned events recorded in the block of execution and accounting of business transactions are reflected in the block of planning niya of projects and economic activity and the block of display of events of the task.