WO2007046728A1

WO2007046728A1 - Planning, monitoring and recording system for operating projects and economic activity

Info

Publication number: WO2007046728A1
Application number: PCT/RU2006/000224
Authority: WO
Inventors: Grigory Gemfrievich Dmitriev
Original assignee: Grigory Gemfrievich Dmitriev
Priority date: 2005-10-20
Filing date: 2006-04-28
Publication date: 2007-04-26
Also published as: RU2005132336A

Abstract

The invention relates to systems for operating business processes, wherein it is expedient to plan and monitor the occurrence of individual business events and to apply the financial and documentary recording of results. Said invention makes it possible to extend the list of means for excluding the possibility to carry out business operations which are contradictory to planned events in terms of dates and budgets. The inventive system comprises a unit for electronically entering a task into the system, storage unit, task event display unit and an information processing unit connected to a unit for planning projects and economic activities in terms of dates, budgets and resources and to a business operation execution and monitoring unit which are subsequently compared with each other by means of an information comparing unit. The unit for planning projects and economic activity comprises, for each planned event, data and budget attributes with respect to a fund and resource transfer, an individual identifier is assigned to each event and the business operation execution and monitoring unit forms and records the documents related to the execution of the planned events.

Description

Planning, control and accounting system for project and business management

Technical field

The invention 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.

State of the art

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 status 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 funds 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 unit for inputting a task to the system at a given moment in time, a unit for entering values at another moment in time, a user of interest, a memory unit means for calculating predetermined values, control means (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 well-known systems, it is difficult to trace in time the process of conducting business operations for the execution of projects that are planned and actually carried out when they are moving assets at the moment or after any specific period of time.

Disclosure of a technical solution

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

The technical result of the invention is to expand the arsenal of means of the system, eliminate the shortcomings of analogues and create a system that eliminates the possibility of performing business transactions that do not correspond to the planned events in terms and budgets of assets, excludes the possibility of a business transaction by a person not authorized in accordance with plans for the implementation of events and ensures full and reliable reflection of the fact of events by the dates and budgets in the PMIS.

The technical result is achieved by the fact that in the 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 event display unit tasks, new is that the system contains an information processing unit, which is associated with the unit for project planning and economic activity by the terms, budgets and resources and the execution unit of business operations, which in turn are compared with each other by comparing the information unit, wherein the unit project planning and economic activity comprises, for each scheduled event attributes time and budget in relation to the movement of financial resources 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 related to the execution of planned events, and the formation of documents for the event is carried out with the mandatory establishment of a link between the event and the document by selecting the identifier of the corresponding event, to exclude the possibility of uncontrolled economic transactions with non-compliance by the identifier and discrepancies in terms and budget, and the actual execution of the budget and the timing of the planned event, recorded in the block of execution and accounting of business operations, is reflected in the block of project planning and economic activity and the block for displaying task 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.

Brief Description of the Drawings

In FIG. 1 shows a functional diagram of the system. In FIG. Figure 2 shows examples of graphic images on a computer monitor of indicators of operations with resources in time in accordance with the plan and actual indicators of documents on business operations and their comparison.

Variant of the technical solution

This description is only a special case of the system.

The 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 planning projects and economic activities 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 can be a keyboard or a computer (personal, laptop, or any, even so-called pocket).

The unit 2 for displaying events of a task may be a computer monitor, a screen, or any of the known means for displaying information.

Information processing unit 3 is an electronic computer (including a processor, a disk for accumulating and exchanging information, and can be implemented on a computer, for example, with one Intel Pentium IV processor, clock speed of at least 1.7 GHz, RAM at least 256 MB and a disk subsystem of at least 5 Gb, using well-known operating system software, for example, Microsoft Wi-Fi or Linux.

Blocks 4 and 5 can be a part or one or several electronic computers (can be implemented on a computer, for example, with one Intel Pentium IV processor, clock speed of at least 1.7 GHz, RAM of at least 256 MB and disk a subsystem of at least 5 Gb) using well-known software of the operating system, for example, Microsoft Wi-Fi or Linux and application software for project planning (for example, IMSUP MSroject or Рrimavega РЗе) and business accounting (for example, ERP NaviSiT AttaiP or Oracle Arlistiops) or a card file (on any medium - magnetic, electronic, laser, etc.) or paper.

Blocks 4 and 5 are interconnected through block 6 matching and mutual access to information (can be implemented on a computer, for example, with one Intel Pentium IV processor, clock speed of at least 1.7 GHz, RAM of at least 256 MB and disk a subsystem of at least 5 Gb using well-known software for organizing and storing information (for example, Oracle Database or MS SQL) or a logical element (can be a part of a computer, and can be implemented on the basis of the same computer, for example, with one Intel Pentium processor IV, that clock frequency of at least 1.7 GHz, RAM of at least 256 MB and disk subsystem of at least 5 Gb using well-known software, organizing and storing information (for example, DBMS Oracle or MS SQL) or any known element of organizing, storing and comparing information .

In block 4 of project planning and economic activity, time, budget and resources attributes for each planned event are recorded attributes of time and budget in relation to the movement of financial resources and resources. Each of the events is assigned an individual identifier. Block 5 execution and accounting of business transactions generates and takes into account documents related to the execution of planned events. The formation of documents by an event is carried out by selecting the identifier of the corresponding event (using a computer or by any known method, for example, punch cards or manually). Blocks 4 and 5 interact with each other using the comparison block 6.

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 project planning and economic activity and block 2 display used task events. 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, mentioned above) with information display devices (screens, monitors, etc.) interconnected via local or global (Internet) network.

Description of FIG. 2 will be described 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.

Figure 2 above 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 schedule of work, by which you can quickly determine at what stage of execution it is.

Under the general table are documents that correspond to each stage of the work. 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 some certain state.

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 non-compliance (exchange in progress information and evaluation of the received data between blocks 4 and 5 through block b and then 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 “document status - event status”, are transferred via event identifiers (mini-cell numbers) in the form of signs (parameters) of events to ISMS database, which allows you to display on the monitor (block 2) the actual state 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.

Industrial applicability

This planning system excludes the possibility of conducting business transactions that do not correspond to the planned events by the timing and budget of assets, excludes the possibility of a business transaction by a person not authorized to do so in accordance with the plans for the implementation of events, and provides a complete and reliable reflection of the fact of events by the dates and budgets in the FMIS.

Claims

Formula

A planning, control and accounting system for managing projects and business activities with differentiation of powers between users, containing at least one unit for entering the task to the system in electronic form, at least one memory unit, and at least one unit for displaying task events, characterized in that the system contains an information processing unit, which is associated with the unit for project planning and economic activity by the terms, budgets and resources, and the unit for the execution and accounting of economic operations, which the queue is compared with each other by means of a unit for comparing information, while the unit for planning projects and economic activities contains attributes of time and budget 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 execution and accounting of business transactions generates and takes into account documents related to the execution of planned events, and the formation of documents for the event is carried out with mandatory by updating the relationship between the event and the document by selecting the identifier of the corresponding event, to exclude the possibility of uncontrolled transactions with an inappropriate identifier and discrepancies in terms and budget, and the actual execution of the budget and dates of the planned event, recorded in the block of execution and accounting of business transactions, is reflected in the block project planning and business activities and the unit display events of the task.