WO2018094971A1 - Coordination device for use in r&d process for complex electromechanical product and coordination method thereof - Google Patents

Coordination device for use in r&d process for complex electromechanical product and coordination method thereof Download PDF

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WO2018094971A1
WO2018094971A1 PCT/CN2017/083469 CN2017083469W WO2018094971A1 WO 2018094971 A1 WO2018094971 A1 WO 2018094971A1 CN 2017083469 W CN2017083469 W CN 2017083469W WO 2018094971 A1 WO2018094971 A1 WO 2018094971A1
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task
deliverable
product
complex electromechanical
design
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French (fr)
Chinese (zh)
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张红旗
周红桥
陈兴玉
张祥祥
程五四
陈帝江
田富君
胡祥涛
魏一雄
苏建军
孙宁
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中国电子科技集团公司第三十八研究所
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Priority to JP2019522697A priority Critical patent/JP6826662B2/en
Publication of WO2018094971A1 publication Critical patent/WO2018094971A1/en

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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063—Operations research, analysis or management
    • G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
    • G06Q10/06311—Scheduling, planning or task assignment for a person or group
    • G06Q10/063116—Schedule adjustment for a person or group
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063—Operations research, analysis or management
    • G06Q10/0633—Workflow analysis
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q50/00—Information and communication technology [ICT] specially adapted for implementation of business processes of specific business sectors, e.g. utilities or tourism
    • G06Q50/04—Manufacturing
    • Y—GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
    • Y02—TECHNOLOGIES OR APPLICATIONS FOR MITIGATION OR ADAPTATION AGAINST CLIMATE CHANGE
    • Y02P—CLIMATE CHANGE MITIGATION TECHNOLOGIES IN THE PRODUCTION OR PROCESSING OF GOODS
    • Y02P90/00—Enabling technologies with a potential contribution to greenhouse gas [GHG] emissions mitigation
    • Y02P90/30—Computing systems specially adapted for manufacturing

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  • the invention relates to a collaborative device and a collaborative method thereof in the field of enterprise informationization and digitization technology, in particular to a synergistic device for a complex electromechanical product development process and a synergistic method thereof.
  • Complex electromechanical products are complex equipments that are integrated into mechanical carriers by multi-physics processes such as machine, electricity, liquid, light, etc., and are composed of mechanical structures, control devices, electronic/electrical devices and detection devices. High-speed trains, numerical control centers, air and space carriers, automobiles, radars, etc. are typical complex mechanical and electrical products. Their common features are complex product structure, product design involving many disciplines, and strong electromechanical coupling.
  • the development process of complex electromechanical products is not only a huge system engineering, but also an extremely complicated management technology. In order to reduce the development cost, shorten the development cycle, build a collaborative research and development environment, and carry out collaborative research and development activities has become the inevitable result of complex electromechanical products enterprises. select.
  • Collaborative product development includes product data collaboration and collaborative process development.
  • Product data collaboration mainly adopts a unified data source method to ensure data consistency.
  • Product process collaboration mainly uses workflow technology. By defining the process flow, multiple parties can participate in product development in parallel.
  • the product data management (PDM) system can centrally and uniformly manage the data of the product life cycle, with workflow definition, execution and management functions, so it is widely used in the collaborative environment construction and collaboration platform.
  • Development With the application of advanced product development models such as integrated product development, project management technology and project management (PM) systems are increasingly used in product development to achieve control of the product development process.
  • PM project management technology and project management
  • the object of the present invention is to overcome the technical problems that cannot meet the demand for detailed management of complex electromechanical products, and to propose a synergistic device for the development process of complex electromechanical products and a synergistic method thereof.
  • the solution of the invention is: a synergistic device for the development process of complex electromechanical products, which is a functional module of the collaborative research and development platform of the complex electromechanical products, which is used for the synergy of the complex electromechanical product development process;
  • the collaborative device comprises:
  • a working initial decomposition module configured to construct an initial WBS in the PM system of the complex electromechanical product collaborative research and development platform to form an initial decomposition work
  • a delivery design module 1 for performing a delivery design after the task owner of the initial decomposition work receives the task, and submitting the completed delivery to the PDM system of the complex electromechanical product collaborative research and development platform;
  • a deliverable association module for associating a deliverable stored in the PDM system in the PM system
  • a judging module configured to determine, in the PM system, whether the deliverable is a design task book
  • a verification module configured to initiate a task book review process when the delivery object is a design task book in the PM system
  • a task generation module configured to enable the PM system to automatically generate a task as a subtask of the task book after the completion of the task book is completed by each of the stakeholders in the PM system;
  • a deliverable design module 2 for performing a deliverable design after the subtask responsible person receives the task, and submitting the completed deliverable to the PDM system;
  • a deliverable association module for associating deliverables stored in the PDM system in the PM system.
  • the deliverable is a deliverable completed by Office, MCAD, ECAD.
  • the division of the initial WBS covers both the product development process and the product function and structural composition.
  • the deliverables association module enables the PM system to ensure the uniqueness of the product data source by associating corresponding deliverables in the PDM system.
  • association method is an attribute of the shared deliverable.
  • the attributes include a file name, a storage path in the PDM system, and a version number.
  • the task generation module performs the auditing process predefined by various types of task books, so that the stakeholders complete the verification, and the designer who finally completes the approval automatically triggers the generation of the subtask, thereby realizing Through the task book review process, the initial work breakdown structure is automatically refined, and the development process is coordinated by the approval process.
  • the invention also provides a synergistic method for the development process of complex electromechanical products, which is a realization of a process synergistic function module of a complex electromechanical product collaborative research and development platform, which is used for completing the coordination of the complex electromechanical product development process; the synergistic method comprises the following steps:
  • the task manager of the initial decomposition work receives the task, according to the decomposition work, the corresponding delivery product is completed, the delivery product design is carried out, and the completed delivery product is submitted to the PDM system of the complex electromechanical product collaborative research and development platform;
  • the PM system After the completion of the task book by each stakeholder, the PM system automatically generates the task as a subtask of the task book;
  • the sub-task leader After the sub-task leader receives the task, design the deliverable and submit the completed deliverable to the PDM system;
  • the association of the design deliverable with the corresponding task is done in the PM system.
  • the division of the initial work breakdown structure covers both the product development process and the product function and structure composition.
  • the PM system ensures that the product data source is unique by associating the corresponding deliverables in the PDM system; the association manner is an attribute of the shared deliverable; the attribute includes the file name, and the PDM system The storage path and version number in .
  • the initial WBS construction method and the WBS refinement method based on the collaborative task solve the contradiction between the staticity of the project plan management and the dynamics of the R&D process, and provide guarantee for the refined management of complex electromechanical products.
  • FIG. 1 is a schematic flow chart of a collaborative method for a complex electromechanical product development process proposed by the present invention
  • FIG. 2 is a diagram showing an example of an initial WBS construction in the collaborative method of the present invention
  • 3 is an implementation manner of data integration between a PM system and a PDM system in accordance with the collaborative method of the present invention.
  • the collaborative method of the complex electromechanical product development process of the present invention can be set up as an independent software module, such as a synergistic device set up into a complex electromechanical product development process.
  • the main working concepts of the collaborative device are as follows:
  • the WBS division covers both the product development process and the product function and structure.
  • the main process of the initial WBS is divided according to the product development stage.
  • the initial WBS summary task can be constructed according to product feasibility analysis, product design, product manufacturing, product delivery, etc., for which the product design summary task can be
  • Sub-tasks are divided according to structural design, process design, circuit design, software design, etc., and then sub-level sub-tasks are divided according to product structure composition or function composition under various sub-tasks, such as receiving system, transmitting system, and display control system.
  • the task owner of the initial decomposition work completes the corresponding deliverables through the design tool software such as Office, MCAD, ECAD, and submits it to the PDM system.
  • the design tool software such as Office, MCAD, ECAD, and submits it to the PDM system.
  • the PM system After the completion of the task book by each stakeholder, the PM system automatically generates the task as a subtask of the task in the previous step. According to the pre-defined approval process of various types of task books, each stakeholder completes the audit, and the final completed designer will automatically trigger the generation of subtasks (one designer corresponds to a subtask), thereby implementing the process of reviewing the task book. To automatically refine the WBS, and achieve the synergy of the R&D process by the approval process.
  • the sub-task leader completes the corresponding deliverables through Office, MCAD, ECAD and other design tool software, and submits them to the PDM system;
  • the subtask leader associates the design deliverable with the corresponding task in the PM system.
  • the data coordinated by the R&D process is in the PDM system, and the process coordination between multidisciplinary and multi-disciplinary is implemented by the PM system.
  • the collaborative device of the present invention may include a work initial decomposition module, a delivery design module 1, an association module, a determination module, an approval module, a task generation module, a delivery design module, and an association module.
  • the work initial decomposition module is used to construct an initial WBS in the PM system to form a plurality of decomposition work.
  • the initial WBS division covers both the product development process and the product function and structure.
  • the deliverable design module after receiving the task, the task manager for the initial decomposition work carries out the design through the design tool software such as Office, MCAD, ECAD, etc., and submits the completed deliverable to the PDM system.
  • the design tool software such as Office, MCAD, ECAD, etc.
  • An association module is for associating deliverables stored in the PDM system in the PM system.
  • the association module enables the PM management system to ensure that the product data source is unique by associating corresponding deliverables in the PDM system.
  • the association may be an attribute of a shared deliverable, which may include a file name, a storage path in the PDM system, and a version number.
  • the judging module is configured to judge whether the deliverable is a design task book.
  • the auditing module is configured to initiate a task book approval process when determining that the deliverable is a design task book.
  • the task generation module is configured to enable the PM system to automatically generate a task as a subtask of the task book after the completion of the task book by each stakeholder.
  • the task generation module performs the approval process according to various types of task books, so that the stakeholders complete the verification, and the designer who finally completes the approval will automatically trigger the generation of the subtask, thereby automatically implementing the task book review process. Refine the initial work breakdown structure and coordinate the R&D process by the approval process.
  • the deliverable design module 2 is configured to submit a delivery corresponding to the subtask to the product data management system when the designer receiving the subtask performs the design.
  • the association module is configured to complete the association of the design deliverable with the corresponding task in the PM system.
  • the invention is characterized in that the synergy of the product development process drives the refinement and multi-level decomposition of the WBS; the collaborative data of the product development process is uniformly stored and managed in the PDM system; the project tracking and planning is realized through the integration of the PM system and the PDM system. control.
  • the invention can be applied to the application of the collaborative research and development mode of complex electromechanical products and the collaborative research and development platform of the information software enterprise development.
  • the collaborative method of the complex electromechanical product development process of the present invention is described with reference to FIG. 1 , FIG. 2 and FIG. 3 .
  • the collaborative method of the complex electromechanical product development process of the embodiment of the present invention includes the following steps.
  • the initial WBS is divided into product summary analysis, product design, product manufacturing, and product delivery to form a summary task, and the product design summary task.
  • circuit design, structural design, process design, software design, etc. it is divided into sub-tasks, and then sub-tasks are divided according to product structure or function composition under various sub-tasks, such as receiving system, transmitting system, and display control system. Wait.
  • the task owner of the initial decomposition work completes the corresponding deliverables through the design tools such as Office, MCAD, ECAD, and submits them to the PDM system.
  • the design tools such as Office, MCAD, ECAD, and submits them to the PDM system.
  • the current mainstream PDM system and the MCAD system are seamlessly integrated, and the related tools are also provided for the integration of MCAD; if these integration functions do not meet the requirements, the design tool software such as Office, MCAD, ECAD can be performed. Secondary development.
  • the PM system and the PDM system are based on Web services for data integration, and the advantage is that the Web services are based on networking, have mature standards, and have good flexibility.
  • the PDM system exposes the association function of the deliverable and the task through the SOAP interface.
  • the PM system calls the SOAP interface through the XML file, and transmits information such as the task owner (designer) and the delivery type, and then the PDM system returns the file name through the SOAP interface. Storage path, version number and other information. If the deliverable is a design task book, the PM system automatically generates a task task to initiate the task book review process, and the designer needs to submit the task to update the progress.
  • the PM system After the completion of the task book by each stakeholder, the PM system automatically generates the task as a subtask of the task in the previous step. According to the type of task book, the PM system pushes the auditing task to the relevant stakeholders according to the predefined task book review process. The stakeholders can complete the audit in the PM system, thereby updating the progress and implementing different systems and different systems. Collaboration between disciplines, different professions and inter-departmental staff.
  • the design of the delivery tool is carried out through design tools such as Office, MCAD, ECAD, etc., and the completed deliverables are submitted to the PDM system.
  • the designer who completed the final approval in the previous step will automatically trigger the generation sub-task. It is possible that there will be multiple designers to complete the design.
  • a designer corresponds to a sub-task; the designer carries out the design work of circuit, structure, process, software, etc. according to the description of the task book, and submits the design deliverable to PDM according to the method in (2) after completion.
  • the system In the system.
  • the designer completes the association of the design deliverable with related tasks in the PM system.
  • the designer completes the association of the design deliverable with the related tasks according to the implementation in (3) and updates the task progress.

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Abstract

Provided are a coordination device for use in a R&D process for a complex electromechanical product and a coordination method thereof. The method comprises: creating an initial WBS in a PM system; after reception of a task by a task leader of the initial WBS, producing, according to a work-breakdown structure element, a corresponding deliverable, and submitting the produced deliverable to a PDM system; associating, in the PM system, corresponding deliverables in the PDM system, and if the deliverable is a design specification, initiating a specification review and approval procedure; after respective stakeholders have reviewed and approved the specification, causing the PM system to automatically generate a task serving as a subtask of the specification; after reception of the task by a subtask leader, designing a deliverable corresponding to the subtask, and submitting the same to the PDM system; and performing, in the PM system, association of the deliverable with the corresponding task. The invention realizes subdivision and multi-level breakdown of a WBS, tracking of a project, and control of a plan.

Description

一种复杂机电产品研发过程的协同装置及其协同方法Collaborative device for complex electromechanical product research and development process and cooperative method thereof 技术领域Technical field
本发明涉及企业信息化和数字化技术领域中的一种协同装置及其协同方法，具体涉及一种复杂机电产品研发过程的协同装置及其协同方法。The invention relates to a collaborative device and a collaborative method thereof in the field of enterprise informationization and digitization technology, in particular to a synergistic device for a complex electromechanical product development process and a synergistic method thereof.
背景技术Background technique
复杂机电产品是由机、电、液、光等多物理过程、多单元技术集成于机械载体而形成整体功能的复杂装备，由机械结构、控制装置、电子/电气装置和检测装置等部分组成。高速列车、数控中心、空天载运、汽车、雷达等都是典型的复杂机电产品，它们的共同特点是产品结构复杂、产品设计涉及学科多、机电耦合强等。复杂机电产品的研制过程既是一项庞大的系统工程，又是一种极其复杂的管理技术，为了降低研制成本，缩短研制周期，构建协同研发环境，开展协同研发活动已成为复杂机电产品企业的必然选择。Complex electromechanical products are complex equipments that are integrated into mechanical carriers by multi-physics processes such as machine, electricity, liquid, light, etc., and are composed of mechanical structures, control devices, electronic/electrical devices and detection devices. High-speed trains, numerical control centers, air and space carriers, automobiles, radars, etc. are typical complex mechanical and electrical products. Their common features are complex product structure, product design involving many disciplines, and strong electromechanical coupling. The development process of complex electromechanical products is not only a huge system engineering, but also an extremely complicated management technology. In order to reduce the development cost, shorten the development cycle, build a collaborative research and development environment, and carry out collaborative research and development activities has become the inevitable result of complex electromechanical products enterprises. select.
产品协同研发包括产品数据协同和研发过程协同。产品数据协同主要采用统一数据源方式，保证了数据的一致性。产品过程协同主要采用工作流技术，通过定义过程流程，使得多方能够并行地参与产品研制。在协同研发软件工具方面，产品数据管理(PDM)系统能够对产品全生命周期的数据进行集中和统一管理，具备工作流定义、执行和管理功能，因此被广泛应用于协同环境的构建和协同平台的开发。随着集成产品开发等先进产品开发模式的应用，项目管理技术及项目管理(Project Management，PM)系统也越来越多地应用在产品开发中，实现产品研制过程的管控。Collaborative product development includes product data collaboration and collaborative process development. Product data collaboration mainly adopts a unified data source method to ensure data consistency. Product process collaboration mainly uses workflow technology. By defining the process flow, multiple parties can participate in product development in parallel. In the collaborative research and development of software tools, the product data management (PDM) system can centrally and uniformly manage the data of the product life cycle, with workflow definition, execution and management functions, so it is widely used in the collaborative environment construction and collaboration platform. Development. With the application of advanced product development models such as integrated product development, project management technology and project management (PM) systems are increasingly used in product development to achieve control of the product development process.
上述协同方式和协同工具软件已在复杂机电产品研发过程中得到了应用，但是PM系统与PDM系统并没有很好的集成起来，特别是在过程集成和协同方面还存在“各自为政”的问题，已无法满足复杂机电产品研发精细化管理需 求。The above collaborative methods and collaborative tool software have been applied in the development of complex electromechanical products, but the PM system and the PDM system are not well integrated, especially in the process integration and coordination, there are still “respective issues”. Unable to meet the needs of meticulous management of complex electromechanical products begging.
发明内容Summary of the invention
本发明的目的在于克服现有无法满足复杂机电产品研发精细化管理需求的技术问题，而提出一种复杂机电产品研发过程的协同装置及其协同方法。The object of the present invention is to overcome the technical problems that cannot meet the demand for detailed management of complex electromechanical products, and to propose a synergistic device for the development process of complex electromechanical products and a synergistic method thereof.
本发明的解决方案是：一种复杂机电产品研发过程的协同装置，其为复杂机电产品协同研发平台的一个功能模块，用于完成复杂机电产品研发过程的协同；所述协同装置包括：The solution of the invention is: a synergistic device for the development process of complex electromechanical products, which is a functional module of the collaborative research and development platform of the complex electromechanical products, which is used for the synergy of the complex electromechanical product development process; the collaborative device comprises:
工作初始分解模块，其用于在所述复杂机电产品协同研发平台的PM系统中构建初始WBS，形成初始分解工作；a working initial decomposition module, configured to construct an initial WBS in the PM system of the complex electromechanical product collaborative research and development platform to form an initial decomposition work;
交付物设计模块一，其用于在初始分解工作的任务负责人接收到任务后，开展交付物设计，并将完成的交付物提交至所述复杂机电产品协同研发平台的PDM系统中；a delivery design module 1 for performing a delivery design after the task owner of the initial decomposition work receives the task, and submitting the completed delivery to the PDM system of the complex electromechanical product collaborative research and development platform;
交付物关联模块，其用于在所述PM系统中关联在所述PDM系统中存储的交付物；a deliverable association module for associating a deliverable stored in the PDM system in the PM system;
判断模块，其用于在所述PM系统中判断所述交付物是否是设计任务书；a judging module, configured to determine, in the PM system, whether the deliverable is a design task book;
审签模块，其用于在所述PM系统中判断所述交付物是设计任务书时发起任务书审签流程；a verification module, configured to initiate a task book review process when the delivery object is a design task book in the PM system;
任务生成模块，其用于在所述PM系统中由各干系人完成任务书的审签后，使PM系统自动生成任务，作为任务书的子任务；a task generation module, configured to enable the PM system to automatically generate a task as a subtask of the task book after the completion of the task book is completed by each of the stakeholders in the PM system;
交付物设计模块二，其用于在子任务负责人接收到任务后，开展交付物设计，并将完成的交付物提交至所述PDM系统；a deliverable design module 2 for performing a deliverable design after the subtask responsible person receives the task, and submitting the completed deliverable to the PDM system;
交付物关联模块，其用于在所述PM系统中关联在所述PDM系统中存储的交付物。A deliverable association module for associating deliverables stored in the PDM system in the PM system.
作为上述方案的进一步改进，交付物为通过Office、MCAD、ECAD完成的交付物。 As a further improvement of the above scheme, the deliverable is a deliverable completed by Office, MCAD, ECAD.
作为上述方案的进一步改进，初始WBS的划分既涵盖了产品研制流程，又涵盖了产品功能、结构组成。As a further improvement of the above scheme, the division of the initial WBS covers both the product development process and the product function and structural composition.
作为上述方案的进一步改进，所述交付物关联模块使所述PM系统通过关联所述PDM系统中对应的交付物，保证了产品数据源的唯一。As a further improvement of the above solution, the deliverables association module enables the PM system to ensure the uniqueness of the product data source by associating corresponding deliverables in the PDM system.
进一步地，关联方式为共享交付物的属性。Further, the association method is an attribute of the shared deliverable.
再进一步地，所述属性包括文件名称、在PDM系统中的存储路径、版本号。Still further, the attributes include a file name, a storage path in the PDM system, and a version number.
作为上述方案的进一步改进，所述任务生成模块按照各种类型任务书预定义的审签流程，使各干系人完成审签，并使最后完成审批的设计师将自动触发生成子任务，从而实现通过任务书审签流程来自动细化初始工作分解结构，并由审签流程实现研发过程的协同。As a further improvement of the foregoing solution, the task generation module performs the auditing process predefined by various types of task books, so that the stakeholders complete the verification, and the designer who finally completes the approval automatically triggers the generation of the subtask, thereby realizing Through the task book review process, the initial work breakdown structure is automatically refined, and the development process is coordinated by the approval process.
本发明还提供一种复杂机电产品研发过程的协同方法，其为复杂机电产品协同研发平台过程协同功能模块的实现，用于完成复杂机电产品研发过程的协同；所述协同方法包括以下步骤：The invention also provides a synergistic method for the development process of complex electromechanical products, which is a realization of a process synergistic function module of a complex electromechanical product collaborative research and development platform, which is used for completing the coordination of the complex electromechanical product development process; the synergistic method comprises the following steps:
在所述复杂机电产品协同研发平台的PM系统中构建初始WBS形成初始分解工作；Constructing an initial WBS to form an initial decomposition work in the PM system of the complex electromechanical product collaborative research and development platform;
在初始分解工作的任务负责人接收到任务后，根据分解工作完成相应的交付物时，开展交付物设计，并将完成的交付物提交至所述复杂机电产品协同研发平台的PDM系统；After the task manager of the initial decomposition work receives the task, according to the decomposition work, the corresponding delivery product is completed, the delivery product design is carried out, and the completed delivery product is submitted to the PDM system of the complex electromechanical product collaborative research and development platform;
在所述PM系统中关联在所述PDM系统存储的交付物；Associating a deliverable stored in the PDM system in the PM system;
判断所述交付物是否是设计任务书；Determining whether the deliverable is a design task book;
在判断所述交付物是设计任务书时发起任务书审签流程；Initiating a task book review process when determining that the deliverable is a design task book;
在由各干系人完成任务书的审签后，使PM系统自动生成任务，作为任务书的子任务；After the completion of the task book by each stakeholder, the PM system automatically generates the task as a subtask of the task book;
在子任务负责人接收到任务后，开展交付物设计，并将完成的交付物提交至PDM系统； After the sub-task leader receives the task, design the deliverable and submit the completed deliverable to the PDM system;
在所述PM系统中完成设计交付物与相应任务的关联。The association of the design deliverable with the corresponding task is done in the PM system.
作为上述方案的进一步改进，初始工作分解结构的划分既涵盖了产品研制流程，又涵盖了产品功能、结构组成。As a further improvement of the above scheme, the division of the initial work breakdown structure covers both the product development process and the product function and structure composition.
作为上述方案的进一步改进，所述PM系统通过关联所述PDM系统中对应的交付物，保证了产品数据源的唯一；关联方式为共享交付物的属性；所述属性包括文件名称、在PDM系统中的存储路径、版本号。As a further improvement of the foregoing solution, the PM system ensures that the product data source is unique by associating the corresponding deliverables in the PDM system; the association manner is an attribute of the shared deliverable; the attribute includes the file name, and the PDM system The storage path and version number in .
本发明相比现有技术具有以下优点：The present invention has the following advantages over the prior art:
1)实现了PM系统与PDM系统的过程协同，这样多系统、多学科、多专业和跨部门人员能够通过协同工作，实现了项目计划管理与研发过程的有效融合。1) The process synergy between the PM system and the PDM system is realized, so that multi-system, multi-disciplinary, multi-disciplinary and inter-departmental personnel can realize the effective integration of the project plan management and the R&D process through collaborative work.
2)初始WBS构建方法和基于协同任务的WBS细化方法，解决了项目计划管理的静态性与研发过程动态性的矛盾问题，为复杂机电产品研发的精细化管理提供了保障。2) The initial WBS construction method and the WBS refinement method based on the collaborative task solve the contradiction between the staticity of the project plan management and the dynamics of the R&D process, and provide guarantee for the refined management of complex electromechanical products.
附图说明DRAWINGS
图1是本发明提出的复杂机电产品研发过程的协同方法的流程示意图；1 is a schematic flow chart of a collaborative method for a complex electromechanical product development process proposed by the present invention;
图2是本发明协同方法中的初始WBS构建示例图；2 is a diagram showing an example of an initial WBS construction in the collaborative method of the present invention;
图3是本发明协同方法在PM系统与PDM系统进行数据集成的实现方式。3 is an implementation manner of data integration between a PM system and a PDM system in accordance with the collaborative method of the present invention.
具体实施方式detailed description
为了使本发明的目的、技术方案及优点更加清楚明白，以下结合附图及实施例，对本发明进行进一步详细说明。应当理解，此处所描述的具体实施例仅仅用以解释本发明，并不用于限定本发明。The present invention will be further described in detail below with reference to the accompanying drawings and embodiments. It is understood that the specific embodiments described herein are merely illustrative of the invention and are not intended to limit the invention.
实施例1Example 1
本发明的复杂机电产品研发过程的协同方法可以设置成独立性的软件模块，如设置成复杂机电产品研发过程的协同装置。 The collaborative method of the complex electromechanical product development process of the present invention can be set up as an independent software module, such as a synergistic device set up into a complex electromechanical product development process.
所述协同装置的主要工作构思如下所述：The main working concepts of the collaborative device are as follows:
(1)在PM系统中构建初始工作分解结构(WBS)。WBS划分既涵盖了产品研制流程，又涵盖了产品功能、结构组成等信息。初始WBS的主流程按照产品开发阶段进行划分，例如可按照产品可行性分析、产品设计、产品制造、产品交付等构建初始WBS的摘要任务(Summary Task)，针对其中的产品设计摘要任务，则可按结构设计、工艺设计、电路设计、软件设计等划分子任务，然后在各个子任务下按照产品结构组成或功能组成来划分次一级子任务，如接收系统、发射系统、显控系统等。(1) Construct an initial work breakdown structure (WBS) in the PM system. The WBS division covers both the product development process and the product function and structure. The main process of the initial WBS is divided according to the product development stage. For example, the initial WBS summary task can be constructed according to product feasibility analysis, product design, product manufacturing, product delivery, etc., for which the product design summary task can be Sub-tasks are divided according to structural design, process design, circuit design, software design, etc., and then sub-level sub-tasks are divided according to product structure composition or function composition under various sub-tasks, such as receiving system, transmitting system, and display control system.
(2)初始分解工作的任务负责人通过Office、MCAD、ECAD等设计工具软件完成对应的交付物，并提交至PDM系统。(2) The task owner of the initial decomposition work completes the corresponding deliverables through the design tool software such as Office, MCAD, ECAD, and submits it to the PDM system.
(3)在PM系统中关联PDM系统中对应的交付物，保证了产品数据源的唯一，关联方式为共享交付物的属性，包括文件名称、在PDM系统中的存储路径、版本号等。若交付物为设计任务书，则需要发起任务书审批流程。(3) Associate the corresponding deliverables in the PDM system in the PM system to ensure that the product data source is unique, and the associated mode is the attribute of the shared deliverable, including the file name, the storage path in the PDM system, and the version number. If the deliverable is a design task book, the task book approval process needs to be initiated.
(4)由各干系人完成任务书的审签后，PM系统自动生成任务，作为上一步中任务的子任务。按照各种类型任务书预定义的审批流程，各干系人完成审签，最后完成审批的设计师将自动触发生成子任务(一名设计师对应一个子任务)，从而实现通过任务书审签流程来自动细化WBS，并由审签流程实现研发过程的协同。(4) After the completion of the task book by each stakeholder, the PM system automatically generates the task as a subtask of the task in the previous step. According to the pre-defined approval process of various types of task books, each stakeholder completes the audit, and the final completed designer will automatically trigger the generation of subtasks (one designer corresponds to a subtask), thereby implementing the process of reviewing the task book. To automatically refine the WBS, and achieve the synergy of the R&D process by the approval process.
(5)子任务负责人通过Office、MCAD、ECAD等设计工具软件完成对应的交付物，并提交至PDM系统；(5) The sub-task leader completes the corresponding deliverables through Office, MCAD, ECAD and other design tool software, and submits them to the PDM system;
(6)子任务负责人在PM系统中关联设计交付物与对应的任务。研发过程协同的数据在PDM系统，而多学科、多专业之间的过程协同则由PM系统实现。(6) The subtask leader associates the design deliverable with the corresponding task in the PM system. The data coordinated by the R&D process is in the PDM system, and the process coordination between multidisciplinary and multi-disciplinary is implemented by the PM system.
因此，本发明的所述协同装置可以包括工作初始分解模块、交付物设计模块一、关联模块、判断模块、审批模块、任务生成模块、交付物设计模块二、关联模块。 Therefore, the collaborative device of the present invention may include a work initial decomposition module, a delivery design module 1, an association module, a determination module, an approval module, a task generation module, a delivery design module, and an association module.
工作初始分解模块用于在所述PM系统中构建初始WBS形成多个分解工作。初始WBS的划分既涵盖了产品研制流程，又涵盖了产品功能、结构组成。The work initial decomposition module is used to construct an initial WBS in the PM system to form a plurality of decomposition work. The initial WBS division covers both the product development process and the product function and structure.
交付物设计模块一用于初始分解工作的任务负责人接收到任务后，通过所述的Office、MCAD、ECAD等设计工具软件开展设计，并将完成的交付物提交至所述PDM系统中。The deliverable design module, after receiving the task, the task manager for the initial decomposition work carries out the design through the design tool software such as Office, MCAD, ECAD, etc., and submits the completed deliverable to the PDM system.
关联模块用于在所述PM系统中关联存储在所述PDM系统中的交付物。所述关联模块使所述PM管理系统通过关联所述PDM系统中对应的交付物，保证了产品数据源的唯一。关联方式可为共享交付物的属性，所述属性可包括文件名称、在PDM系统中的存储路径、版本号。An association module is for associating deliverables stored in the PDM system in the PM system. The association module enables the PM management system to ensure that the product data source is unique by associating corresponding deliverables in the PDM system. The association may be an attribute of a shared deliverable, which may include a file name, a storage path in the PDM system, and a version number.
判断模块用于判断所述交付物是否是设计任务书。审签模块用于在判断所述交付物是设计任务书时发起任务书审批流程。The judging module is configured to judge whether the deliverable is a design task book. The auditing module is configured to initiate a task book approval process when determining that the deliverable is a design task book.
任务生成模块用于在由各干系人完成任务书的审签后，使PM系统自动生成任务，作为任务书的子任务。所述任务生成模块按照各种类型任务书预定义的审批流程，使各干系人完成审签，并使最后完成审批的设计师将自动触发生成子任务，从而实现通过任务书审签流程来自动细化初始工作分解结构，并由审签流程实现研发过程的协同。The task generation module is configured to enable the PM system to automatically generate a task as a subtask of the task book after the completion of the task book by each stakeholder. The task generation module performs the approval process according to various types of task books, so that the stakeholders complete the verification, and the designer who finally completes the approval will automatically trigger the generation of the subtask, thereby automatically implementing the task book review process. Refine the initial work breakdown structure and coordinate the R&D process by the approval process.
交付物设计模块二用于在接收到子任务的设计师开展设计时，设计与子任务对应的交付物提交至所述产品数据管理系统。关联模块用于在所述PM系统中完成设计交付物与相应任务的关联。The deliverable design module 2 is configured to submit a delivery corresponding to the subtask to the product data management system when the designer receiving the subtask performs the design. The association module is configured to complete the association of the design deliverable with the corresponding task in the PM system.
本发明的特点在于产品研发过程的协同驱动了WBS的细化和多级分解；产品研发过程协同的数据在PDM系统中统一存储和管理；通过PM系统与PDM系统的集成实现了项目跟踪与计划控制。本发明可用于复杂机电产品协同研发模式的应用以及信息化软件企业开发协同研发平台。The invention is characterized in that the synergy of the product development process drives the refinement and multi-level decomposition of the WBS; the collaborative data of the product development process is uniformly stored and managed in the PDM system; the project tracking and planning is realized through the integration of the PM system and the PDM system. control. The invention can be applied to the application of the collaborative research and development mode of complex electromechanical products and the collaborative research and development platform of the information software enterprise development.
实施例2Example 2
结合附图1、附图2、附图3对本案的复杂机电产品研发过程的协同方法进行说明，本发明实施例的复杂机电产品研发过程的协同方法，包括以下步骤。 The collaborative method of the complex electromechanical product development process of the present invention is described with reference to FIG. 1 , FIG. 2 and FIG. 3 . The collaborative method of the complex electromechanical product development process of the embodiment of the present invention includes the following steps.
(1)在PM系统中构建初始WBS。如附图2所示的初始WBS，其主流程按照产品可行性分析、产品设计、产品制造、产品交付等阶段进行划分，形成一级摘要任务(Summary Task)，而其中的产品设计摘要任务，则又按照电路设计、结构设计、工艺设计、软件设计等划分成子任务，然后在各个子任务下按照产品结构组成或功能组成来划分次一级子任务，如接收系统、发射系统、显控系统等。(1) Construct an initial WBS in the PM system. As shown in Figure 2, the initial WBS is divided into product summary analysis, product design, product manufacturing, and product delivery to form a summary task, and the product design summary task. Then, according to circuit design, structural design, process design, software design, etc., it is divided into sub-tasks, and then sub-tasks are divided according to product structure or function composition under various sub-tasks, such as receiving system, transmitting system, and display control system. Wait.
(2)初始分解工作的任务负责人通过Office、MCAD、ECAD等设计工具完成对应的交付物，并提交至PDM系统。在具体实现方面，当前主流PDM系统与自家MCAD系统实现了无缝集成，对MCAD的集成也提供了相关的工具；若这些集成功能不满足需求，可对Office、MCAD、ECAD等设计工具软件进行二次开发。(2) The task owner of the initial decomposition work completes the corresponding deliverables through the design tools such as Office, MCAD, ECAD, and submits them to the PDM system. In terms of specific implementation, the current mainstream PDM system and the MCAD system are seamlessly integrated, and the related tools are also provided for the integration of MCAD; if these integration functions do not meet the requirements, the design tool software such as Office, MCAD, ECAD can be performed. Secondary development.
(3)在PM系统中关联PDM系统中对应的交付物，若是设计任务书，则需要发起任务书审批流程。如附图3所示，PM系统与PDM系统基于Web服务(Web Service)进行数据集成，其优点是Web服务基于网络化，具有成熟标准，灵活性较好。PDM系统通过SOAP接口暴露交付物与任务的关联功能，PM系统通过XML文件调用该SOAP接口，并传递任务负责人(设计师)以及交付物类型等信息，然后PDM系统通过SOAP接口返回文件名称、存储路径、版本号等信息。若交付物为设计任务书，则PM系统自动生成发起任务书审签流程任务，设计师需要提交该任务才能更新进度。(3) Associate the corresponding deliverables in the PDM system in the PM system. If it is a design task book, the task book approval process needs to be initiated. As shown in FIG. 3, the PM system and the PDM system are based on Web services for data integration, and the advantage is that the Web services are based on networking, have mature standards, and have good flexibility. The PDM system exposes the association function of the deliverable and the task through the SOAP interface. The PM system calls the SOAP interface through the XML file, and transmits information such as the task owner (designer) and the delivery type, and then the PDM system returns the file name through the SOAP interface. Storage path, version number and other information. If the deliverable is a design task book, the PM system automatically generates a task task to initiate the task book review process, and the designer needs to submit the task to update the progress.
(4)由各干系人完成任务书的审签后，PM系统自动生成任务，作为上一步中任务的子任务。PM系统根据任务书类型，按照预定义的任务书审签流程，将审签任务推送到相关的干系人，干系人可在PM系统中完成审签，从而更新进度，也实现了不同系统、不同学科、不同专业和跨部门人员的协同。(4) After the completion of the task book by each stakeholder, the PM system automatically generates the task as a subtask of the task in the previous step. According to the type of task book, the PM system pushes the auditing task to the relevant stakeholders according to the predefined task book review process. The stakeholders can complete the audit in the PM system, thereby updating the progress and implementing different systems and different systems. Collaboration between disciplines, different professions and inter-departmental staff.
(5)在子任务负责人接收到任务后，通过Office、MCAD、ECAD等设计工具软件开展交付物设计，并将完成的交付物提交至PDM系统。上一步最后完成审批的设计师将自动触发生成设计子任务，有可能存在多名设计师完成设 计任务，此时一名设计师对应一个子任务；设计师根据任务书描述，开展电路、结构、工艺、软件等方面的设计工作，完成后按照(2)中的方式提交设计交付物至PDM系统中。(5) After the sub-task leader receives the task, the design of the delivery tool is carried out through design tools such as Office, MCAD, ECAD, etc., and the completed deliverables are submitted to the PDM system. The designer who completed the final approval in the previous step will automatically trigger the generation sub-task. It is possible that there will be multiple designers to complete the design. At the time of the task, a designer corresponds to a sub-task; the designer carries out the design work of circuit, structure, process, software, etc. according to the description of the task book, and submits the design deliverable to PDM according to the method in (2) after completion. In the system.
(6)设计师在PM系统中完成设计交付物与相关任务的关联。设计师按照(3)中的实现方式完成设计交付物与相关任务的关联，并更新任务进度。(6) The designer completes the association of the design deliverable with related tasks in the PM system. The designer completes the association of the design deliverable with the related tasks according to the implementation in (3) and updates the task progress.
以上所述仅为本发明的较佳实施例而已，并不用以限制本发明，凡在本发明的精神和原则之内所作的任何修改、等同替换和改进等，均应包含在本发明的保护范围之内。 The above is only the preferred embodiment of the present invention, and is not intended to limit the present invention. Any modifications, equivalent substitutions and improvements made within the spirit and principles of the present invention should be included in the protection of the present invention. Within the scope.

Claims (10)

  1. 一种复杂机电产品研发过程的协同装置，其为复杂机电产品协同研发平台的一个功能模块，用于完成复杂机电产品研发过程的协同；其特征在于：所述协同装置包括：A synergistic device for the development process of complex electromechanical products, which is a functional module of a collaborative research and development platform for complex electromechanical products, which is used for the synergy of the complex electromechanical product development process; characterized in that the synergistic device comprises:
    工作初始分解模块，其用于在所述复杂机电产品协同研发平台的PM系统中构建初始WBS，形成初始分解工作；a working initial decomposition module, configured to construct an initial WBS in the PM system of the complex electromechanical product collaborative research and development platform to form an initial decomposition work;
    交付物设计模块一，其用于在初始分解工作的任务负责人接收到任务后，开展交付物设计，并将完成的交付物提交至所述复杂机电产品协同研发平台的PDM系统中；a delivery design module 1 for performing a delivery design after the task owner of the initial decomposition work receives the task, and submitting the completed delivery to the PDM system of the complex electromechanical product collaborative research and development platform;
    交付物关联模块，其用于在所述PM系统中关联在所述PDM系统中存储的交付物；a deliverable association module for associating a deliverable stored in the PDM system in the PM system;
    判断模块，其用于在所述PM系统中判断所述交付物是否是设计任务书；a judging module, configured to determine, in the PM system, whether the deliverable is a design task book;
    审签模块，其用于在所述PM系统中判断所述交付物是设计任务书时发起任务书审签流程；a verification module, configured to initiate a task book review process when the delivery object is a design task book in the PM system;
    任务生成模块，其用于在所述PM系统中由各干系人完成任务书的审签后，使PM系统自动生成任务，作为任务书的子任务；a task generation module, configured to enable the PM system to automatically generate a task as a subtask of the task book after the completion of the task book is completed by each of the stakeholders in the PM system;
    交付物设计模块二，其用于在子任务负责人接收到任务后，开展交付物设计，并将完成的交付物提交至所述PDM系统；a deliverable design module 2 for performing a deliverable design after the subtask responsible person receives the task, and submitting the completed deliverable to the PDM system;
    交付物关联模块，其用于在所述PM系统中关联在所述PDM系统中存储的交付物。A deliverable association module for associating deliverables stored in the PDM system in the PM system.
  2. 如权利要求1所述的复杂机电产品研发过程的协同装置，其特征在于：交付物为通过Office、MCAD、ECAD完成的交付物。A synergistic device for a complex electromechanical product development process according to claim 1, wherein the deliverable is a deliverable completed by Office, MCAD, ECAD.
  3. 如权利要求1所述的复杂机电产品研发过程的协同装置，其特征在于：初始WBS的划分既涵盖了产品研制流程，又涵盖了产品功能、结构组成。The collaborative device for the development process of the complex electromechanical product according to claim 1, characterized in that the division of the initial WBS covers both the product development process and the product function and structural composition.
  4. 根据权利要求1所述的复杂机电产品研发过程的协同装置，其特征在于， 所述交付物关联模块使所述PM系统通过关联所述PDM系统中对应的交付物，保证了产品数据源的唯一。A cooperative device for a complex electromechanical product development process according to claim 1, wherein The deliverables association module enables the PM system to ensure that the product data source is unique by associating corresponding deliverables in the PDM system.
  5. 根据权利要求4所述的复杂机电产品研发过程的协同装置，其特征在于，关联方式为共享交付物的属性。A synergistic apparatus for a complex electromechanical product development process according to claim 4, wherein the association is an attribute of a shared deliverable.
  6. 根据权利要求5所述的复杂机电产品研发过程的协同装置，其特征在于，所述属性包括文件名称、在PDM系统中的存储路径、版本号。The cooperative device of the complex electromechanical product development process according to claim 5, wherein the attribute comprises a file name, a storage path in the PDM system, and a version number.
  7. 根据权利要求1所述的复杂机电产品研发过程的协同装置，其特征在于，所述任务生成模块按照各种类型任务书预定义的审签流程，使各干系人完成审签，并使最后完成审批的设计师将自动触发生成子任务，从而实现通过任务书审签流程来自动细化初始工作分解结构，并由审签流程实现研发过程的协同。The collaborative device for the development process of the complex electromechanical product according to claim 1, wherein the task generation module performs the approval process according to a predefined review process of various types of task books, and the stakeholders complete the verification and finally complete the process. The approved designer will automatically trigger the generation of subtasks to automatically refine the initial work breakdown structure through the task book review process, and the synergy process will be implemented by the approval process.
  8. 一种复杂机电产品研发过程的协同方法，其为复杂机电产品协同研发平台过程协同功能模块的实现，用于完成复杂机电产品研发过程的协同；其特征在于，所述协同方法包括以下步骤：A synergistic method for the development process of complex electromechanical products, which is a realization of a collaborative function module of a complex electromechanical product collaborative research and development platform, which is used to complete the synergy of the complex electromechanical product development process; characterized in that the synergistic method comprises the following steps:
    在所述复杂机电产品协同研发平台的PM系统中构建初始WBS形成初始分解工作；Constructing an initial WBS to form an initial decomposition work in the PM system of the complex electromechanical product collaborative research and development platform;
    在初始分解工作的任务负责人接收到任务后，根据分解工作完成相应的交付物时，开展交付物设计，并将完成的交付物提交至所述复杂机电产品协同研发平台的PDM系统；After the task manager of the initial decomposition work receives the task, according to the decomposition work, the corresponding delivery product is completed, the delivery product design is carried out, and the completed delivery product is submitted to the PDM system of the complex electromechanical product collaborative research and development platform;
    在所述PM系统中关联在所述PDM系统存储的交付物；Associating a deliverable stored in the PDM system in the PM system;
    判断所述交付物是否是设计任务书；Determining whether the deliverable is a design task book;
    在判断所述交付物是设计任务书时发起任务书审签流程；Initiating a task book review process when determining that the deliverable is a design task book;
    在由各干系人完成任务书的审签后，使PM系统自动生成任务，作为任务书的子任务；After the completion of the task book by each stakeholder, the PM system automatically generates the task as a subtask of the task book;
    在子任务负责人接收到任务后，开展交付物设计，并将完成的交付物提交至PDM系统；After the sub-task leader receives the task, design the deliverable and submit the completed deliverable to the PDM system;
    在所述PM系统中完成设计交付物与相应任务的关联。 The association of the design deliverable with the corresponding task is done in the PM system.
  9. 如权利要求8所述的复杂机电产品研发过程的协同方法，其特征在于：初始工作分解结构的划分既涵盖了产品研制流程，又涵盖了产品功能、结构组成。The method for synthesizing a complex electromechanical product development process according to claim 8, characterized in that the division of the initial work breakdown structure covers both the product development process and the product function and structure composition.
  10. 根据权利要求8所述的复杂机电产品研发过程的协同方法，其特征在于，所述PM系统通过关联所述PDM系统中对应的交付物，保证了产品数据源的唯一；关联方式为共享交付物的属性；所述属性包括文件名称、在PDM系统中的存储路径、版本号。 The collaborative method of the complex electromechanical product development process according to claim 8, wherein the PM system ensures that the product data source is unique by associating the corresponding deliverables in the PDM system; the associated method is a shared delivery Attributes; the attributes include the file name, the storage path in the PDM system, and the version number.
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