Construction project management and control method

Abstract

A construction project management and control method comprises the following steps: (1) in a project establishment stage, business department personnel and related technical support departments compile a proposal; (2) in a feasibility research stage, business department personnel and related technical support departments compile and fill a feasibility research report on the basis of proposal reply and project approval evaluation; (3) an initial setting stage; (4) an adjustment reporting stage; (5) a plan implementation stage; (6) a construction project completion acceptance stage; and (7) post-evaluation stage. The construction project management and control method is designed for improving the construction project management informatization level, full-life-cycle management from project planning, argumentation, project approval, feasibility research, initial setting, implementation, completion acceptance to post evaluation can be achieved, full-life-cycle management of the project can be achieved, meanwhile, through monitoring of various indexes, the construction project management information level is improved, and the construction project management information level is improved. And the implementation progress of the project can be better mastered, and the project risk is reduced.

Description

Technical Field

[0001] The present invention relates to the technical field of construction project management and control, and in particular to a construction project management and control method. Background Art

[0002] my country has introduced the theories, concepts, methods, organizations and means of project management from developed Western countries for more than 30 years. Although we have made a lot of achievements in engineering construction practice, we must also clearly realize that we are still relatively weak in information management capabilities. The current information management methods and means are still basically based on traditional methods. It should be made clear that the weakest work area in construction project management is information management.

[0003] Scientific information management technology can not only improve the execution efficiency of construction projects, but also improve the level and ability of project management. Compared with other industries, the degree of industrial informatization in my country has always been at a primary level, and there is still a long way to go from the technical level of developed countries. Therefore, there is still a long way to go for the informatization of engineering management in my country. Summary of the invention

[0004] The technical problem to be solved by the present invention is to provide a construction project management and control method designed to improve the level of informationization of construction project management in response to the shortcomings of the existing technology. It can realize the full life cycle management from project planning, demonstration, project establishment, feasibility study, preliminary design, implementation, completion acceptance to post-evaluation, and can realize the full life cycle management of the project. At the same time, through the monitoring of various indicators, it can also better grasp the implementation progress of the project and reduce project risks.

[0005] The technical problem to be solved by the present invention is achieved through the following technical solutions. The present invention is a construction project management and control method, which includes the following steps: (1) Project establishment stage Business department personnel and relevant technical support departments prepare proposals; (2) Feasibility study stage The business department personnel and relevant technical support departments shall prepare and submit the feasibility study report based on the proposal approval and project evaluation; (3) Initial stage The business department personnel and relevant technical support departments shall prepare and submit the preliminary design based on the feasibility study approval and feasibility study assessment; (4) Adjustment and reporting stage Business department personnel and relevant technical support departments compile and fill in project adjustment information based on the feasibility study or preliminary design approval. At the same time, they calculate the project cycle and investment budget based on the amount and plan information of each project sub-item and the time of feasibility study approval and issuance of the project, and generate a new full-cycle plan; (5) Implementation plan stage Calculate the full-cycle implementation plan, annual investment plan, annual bidding plan, monthly bidding plan, funding plan, monthly project report, and quarterly project report; (6) Construction project completion acceptance stage The completion acceptance of the overall construction project after all investment in the construction project has been completed, all construction sub-items have been in place and have been put into trial operation, all acceptance approval or filing procedures for each individual project have been completed, the project financial final audit has been approved and the financial adjustment has been approved, and the project as a whole meets the acceptance conditions; (7) Post-evaluation stage After the project is completed and accepted and put into use or has been in operation for a certain period of time, a standardized, scientific and systematic evaluation method is used to compare and analyze the actual results achieved after the project is completed with the main contents of the project feasibility study report, preliminary design and its approval documents, to find out the differences and reasons, summarize the lessons learned, put forward countermeasures and suggestions, and provide a reference basis for subsequent investment decisions and management.

[0006] The technical problem to be solved by the present invention can be further achieved by the following technical solution. For the construction project management and control method described above, the project establishment stage of step (1) includes the application stage, the evaluation stage, and the decision-making stage. Work at the application stage includes the preparation of proposals by business department personnel and relevant technical support departments; The work in the evaluation phase includes the expert staff's recording of preliminary project information; The work in the decision-making stage is for the person in charge to record the decision-making stage, including the meeting information of the re-investment meeting and the relevant approval information after the project is approved.

[0007] The technical problem to be solved by the present invention can also be further achieved by the following technical solutions. For the construction project management and control method described above, the specific processing steps of step (2) are as follows: (2.1) Business department personnel and relevant technical support departments shall prepare and submit a feasibility study report based on the proposal approval and project evaluation; (2.2) Calculate the project cycle and investment estimate based on the amount and plan information of each project sub-item, combined with the estimated feasibility study approval time and the estimated plan release time of the project, and generate a full-cycle plan.

[0008] The technical problem to be solved by the present invention can also be further achieved by the following technical solutions. For the construction project management and control method described above, the specific processing steps of step (3) are as follows: (3.1) Business department personnel and relevant technical support departments shall prepare and submit preliminary design based on the feasibility study approval and feasibility study assessment; (3.2) Calculate the project cycle and investment estimate based on the amount and plan information of each project sub-item and the time of feasibility study approval and plan issuance, and generate a new full-cycle plan.

[0009] The technical problem to be solved by the present invention can also be further achieved by the following technical solution. For the construction project management and control method described above, the file format in steps (1), (2) and (3) is selected from any one of jpg, png, bpm, tiff and pdf file formats.

[0010] The technical problem to be solved by the present invention can also be further achieved by the following technical solutions. For the construction project management and control method described above, the specific processing steps of step (4) are as follows: (4.1) Business department personnel and relevant technical support departments shall compile and submit project adjustment information based on the feasibility study / preliminary design approval; (4.2) Calculate the project cycle and investment estimate based on the amount and plan information of each project sub-item and the time of approval and issuance of the feasibility study of the project, and generate a new full-cycle plan.

[0011] The technical problem to be solved by the present invention can also be further achieved by the following technical solution. For the construction project management and control method described above, in step (5), The full-cycle implementation plan is the basis for determining the project construction cycle, preparing and arranging the annual investment plan, bidding plan and project construction implementation, and reflects the investment plan arrangements for each project in each year during its construction cycle; The full-cycle implementation plan of the project is generated based on the full-cycle implementation plan and the construction implementation database; The annual investment plan is the basis for the commencement, organization, implementation and assessment of projects. It reflects the investment plan arrangements for all fixed asset investment projects of the group company and each project unit in that year. When compiling the annual and monthly bidding plans, the sub-items that need to be bid in the project construction details database are summarized to obtain the monthly bidding plans for each year within the implementation cycle. The person in charge extracts the bidding plan contents for the 12 months of the following year to obtain the annual and monthly bidding plans for the following year. When filling in the expenditure plan, a list of projects to be reported is listed, and the person in charge selects the projects to be reported and calculates the expenditure plan for each month of the current year based on the construction content of the annual investment plan; The monthly and quarterly plan execution reports are calculated and generated based on the contract signing situation of the current month.

[0012] The technical problem to be solved by the present invention can also be further achieved by the following technical solutions. For the above-mentioned construction project management and control method, the annual investment plan is to extract the funding plan arrangement for the next 12 months when calculating the full-cycle implementation plan, and then calculate the next year's annual investment plan and annual monthly implementation plan according to the funding approval budget table; After the annual investment plan is generated, the funding plan of this plan will be adjusted according to the actual situation based on the annual batch, and the remaining funds can continue to be applied for in the second batch of the annual plan.

[0013] The technical problem to be solved by the present invention can also be further achieved by the following technical solution. For the construction project management and control method described above, the specific processing steps of step (6) are: (6.1) Remind the person in charge to submit acceptance declaration in advance according to the two conditions that the acceptance nodes of each project or all sub-items of the project have been completed according to the approved annual acceptance plan; (6.2) The manager selects the project to be accepted from the project library and fills in the project acceptance declaration information based on the project information. The single acceptance information in the application information is automatically loaded; (6.3) After completing the form, submit it to the department manager and the person in charge of the unit for review. Once approved, an acceptance report will be generated and saved.

[0014] The technical problem to be solved by the present invention can also be further achieved by the following technical solution. For the construction project management and control method described above, the specific processing steps of step (7) are: (7.1) When the person in charge creates a post-evaluation plan, the list of selected projects is displayed first, and the content screening conditions are: one year after completion or the difference between the planned completion number and the investment plan number is within 5%; When the person in charge clicks on a project, the basic information of the project is displayed, and then the person in charge decides whether to include the project in the post-evaluation plan; (7.2) After the person in charge has selected the project, he / she shall create the post-evaluation plan information, including the plan name and plan year. The post-evaluation agency shall then provide the "Post-evaluation Plan Arrangement", and the person in charge shall upload the "Plan Arrangement" as an attachment; (7.3) After receiving the information, the relevant personnel shall upload the Post-Evaluation Report as an attachment according to the content and requirements of the Plan, and then submit it to the relevant leader of the unit for review.

[0015] Compared with the existing technology, the present invention can be widely used in construction project management projects to realize the full life cycle management from project planning, demonstration, project establishment, feasibility study, preliminary design, implementation, completion acceptance to post-evaluation, so as to realize the full life cycle management of the project. At the same time, through the monitoring of various indicators, the implementation progress of the project can be better grasped, the project risk can be reduced, and it can be expanded to other similar business fields, with good social benefits and broad application prospects. BRIEF DESCRIPTION OF THE DRAWINGS

[0016] Figure 1 The present invention is a project management and control flow chart. DETAILED DESCRIPTION

[0017] In order to make the purpose, technical solution and advantages of the embodiments of the present invention clearer, the technical solution in the embodiments of the present invention will be clearly and completely described below in conjunction with the drawings of the present invention. Obviously, the described embodiments are part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention.

[0018] Reference Figure 1 A construction project management and control method is implemented by setting up a construction project management and control system, which specifically includes the following steps: Step 1: Project establishment The main work is for business department personnel and relevant technical support departments to prepare proposals, which are divided into three parts: application, evaluation, and decision-making. The detailed steps are as follows: (1) The main work in the project application stage includes the preparation of proposals by business department personnel and relevant technical support departments; (2) The main work of the project evaluation stage includes the experts’ recording of the preliminary review information of the project; (3) The main task of the project decision-making stage is for the person in charge to record the decision-making stage, including meeting information such as the reinvestment meeting, and relevant approval information after the project is approved; Step 2: Feasibility study stage The main work is for business department personnel and relevant technical support departments to prepare and fill in the feasibility study report based on the proposal approval and project evaluation. The detailed processing steps are as follows: (1) The main work of the feasibility study submission stage includes the preparation and submission of the feasibility study report by the business department personnel and relevant technical support departments based on the proposal approval and project evaluation; (2) Calculate the project cycle and investment budget based on the amount and plan information of each project sub-item, combined with the estimated feasibility study approval time and the estimated plan release time, and generate a full-cycle plan; Step 3: Initial Design The main work is for business department personnel and relevant technical support departments to prepare and submit preliminary designs based on the feasibility study approval and feasibility study assessment. The detailed processing steps are as follows: (1) The main work of the preliminary design submission stage includes the preparation and submission of preliminary design by business department personnel and relevant technical support departments based on the feasibility study approval and feasibility study assessment; (2) Calculate the project cycle and investment estimate based on the amount and plan information of each project sub-item and the time of feasibility study approval and plan issuance, and generate a new full-cycle plan; Step 4: Adjustment and reporting stage The main work includes the preparation and submission of project adjustment information by business department personnel and relevant technical support departments based on the feasibility study / preliminary design approval; at the same time, the project cycle and investment budget are calculated based on the amount and plan information of each project sub-item and the feasibility study approval time and issuance time of the project, and a new full-cycle plan is generated. The detailed processing steps are as follows: (1) The main work of the adjustment reporting stage includes the business department personnel and relevant technical support departments compiling and filling in the project adjustment information based on the feasibility study / preliminary design approval; (2) Calculate the project cycle and investment estimate based on the amount and plan information of each project sub-item and the time of approval and issuance of the feasibility study of the project, and generate a new full-cycle plan; Step 5: Implementation planning phase It includes: full-cycle implementation plan, annual investment plan, annual bidding plan, monthly bidding plan, fund use plan, monthly project report, and quarterly project report. The detailed processing steps are as follows: (1) The full-cycle implementation plan is the basis for determining the project construction cycle, preparing and arranging the annual investment plan, bidding plan and project construction implementation, and reflects the investment plan arrangements for each project in each year during its construction cycle; The full-cycle implementation plan of the project is automatically generated by the system based on the full-cycle implementation plan and construction implementation database; (2) The annual investment plan is the basis for the commencement, organization, implementation and assessment of projects. The annual investment plan reflects the investment plan arrangements for all fixed asset investment projects of the group company and each project unit in that year.

[0019] Among them, the annual investment plan is calculated by the system when calculating the full-cycle implementation plan. The system extracts the funding plan for the next 12 months, and then calculates the annual investment plan and annual monthly implementation plan for the next year based on the approved funding budget table; after the annual investment plan is generated, the funding plan of this plan can be adjusted according to the actual situation according to the annual batch (the first batch of annual plans / the second batch of annual plans) (it can only be reduced), and the remaining funds can continue to be applied for in the second batch of annual plans; (3) When compiling the annual and monthly bidding plans, the system summarizes the sub-items that need to be tendered in the project construction details database, and can obtain the monthly bidding plans for each year within the implementation period. The person in charge extracts the bidding plan content for the 12 months of the following year, and obtains the annual and monthly bidding plans for the following year; (4) When filling in the expenditure plan, the system automatically lists the projects to be reported. The person in charge selects the projects to be reported, and the system automatically calculates the expenditure plan for each month of the current year based on the construction content of the annual investment plan; (5) The monthly and quarterly plan execution reports are automatically calculated and generated by the system based on the contract signing situation of the month.

[0020] Step 6: Construction project completion acceptance It refers to the completion acceptance of the overall construction project after all investments have been completed, all construction sub-items have been put in place and have been put into trial operation, all acceptance approval or filing procedures for each individual project have been completed, the project financial final accounting audit has been approved, and the financial adjustment has been approved, and the project as a whole meets the acceptance conditions. The detailed processing steps are as follows: (1) The system reminds the person in charge to submit acceptance declaration in advance according to the two conditions: the acceptance nodes of each project in the approved annual acceptance plan or the completion of acceptance of all sub-items of the project; (2) The manager selects the project to be accepted from the project library and fills in the project acceptance application information based on the project information. The system automatically loads the single acceptance information in the application information; (3) After completing the form, submit it to the department manager and the unit leader for review (the department manager can adjust the content of each part). After review, an acceptance report will be generated and saved; Step 7, the post-evaluation stage refers to the use of standardized, scientific and systematic evaluation methods after the project is completed and accepted and put into use or operated for a certain period of time, to compare and analyze the actual results achieved after the project is completed with the main contents of the project feasibility study report, preliminary design and its approval documents, find out the differences and reasons, summarize the lessons learned, put forward countermeasures and suggestions, and provide reference for subsequent investment decisions and management. The detailed processing steps are as follows: (1) When the person in charge creates a post-evaluation plan, the system first displays a list of selected projects, with the following screening criteria: one year after completion or the difference between the planned completion number and the investment plan number is within 5% (the difference limit can be adjusted in the system). When the person in charge clicks on a project, the basic information of the project is displayed, and then the person in charge decides whether to include the project in the post-evaluation plan; (2) After the person in charge has selected the project, he / she will create the post-evaluation plan information, including the plan name and plan year. The post-evaluation agency will then provide the "Post-evaluation Plan Arrangement", and the person in charge will upload the "Plan Arrangement" to the system as an attachment. (3) After receiving the information, the relevant personnel shall upload the Post-Evaluation Report as an attachment to the system according to the content and requirements of the Plan, and then submit it to the relevant leader of the unit for review.

[0021] The present invention is a construction project management and control method, which is a set of solutions designed to improve the level of informationization of construction project management. It can realize the full life cycle management from project planning, demonstration, project establishment, feasibility study, preliminary design, implementation, completion acceptance to post-evaluation, and realize the full life cycle management of the project. At the same time, through the monitoring of various indicators, it can better grasp the implementation progress of the project and reduce project risks.

Claims

1. A construction project management and control method, characterized in that: The method comprises the following steps: (1) Project establishment stage Business department personnel and relevant technical support departments prepare proposals; (2) Feasibility study stage The business department personnel and relevant technical support departments shall prepare and submit the feasibility study report based on the proposal approval and project evaluation; (3) Initial stage The business department personnel and relevant technical support departments shall prepare and submit the preliminary design based on the feasibility study approval and feasibility study assessment; (4) Adjustment and reporting stage Business department personnel and relevant technical support departments compile and fill in project adjustment information based on the feasibility study or preliminary design approval. At the same time, they calculate the project cycle and investment budget based on the amount and plan information of each project sub-item and the time of feasibility study approval and issuance of the project, and generate a new full-cycle plan; (5) Implementation plan stage Calculate the full-cycle implementation plan, annual investment plan, annual bidding plan, monthly bidding plan, funding plan, monthly project report, and quarterly project report; (6) Construction project completion acceptance stage The completion acceptance of the overall construction project after all investment in the construction project has been completed, all construction sub-items have been in place and have been put into trial operation, all acceptance approval or filing procedures for each individual project have been completed, the project financial final audit has been approved and the financial adjustment has been approved, and the project as a whole meets the acceptance conditions; (7) Post-evaluation stage After the project is completed and accepted and put into use or has been in operation for a certain period of time, a standardized, scientific and systematic evaluation method is used to compare and analyze the actual results achieved after the project is completed with the main contents of the project feasibility study report, preliminary design and its approval documents, to find out the differences and reasons, summarize the lessons learned, put forward countermeasures and suggestions, and provide a reference basis for subsequent investment decisions and management.

2. The construction project management and control method according to claim 1, characterized in that: The project establishment stage of step (1) includes the application stage, evaluation stage, and decision-making stage. Work at the application stage includes the preparation of proposals by business department personnel and relevant technical support departments; The work in the evaluation phase includes the expert staff's recording of preliminary project information; The work in the decision-making stage is for the person in charge to record the decision-making stage, including the meeting information of the re-investment meeting and the relevant approval information after the project is approved.

3. The construction project management and control method according to claim 1, characterized in that: The specific processing steps of step (2) are as follows: (2.1) Business department personnel and relevant technical support departments shall prepare and submit a feasibility study report based on the proposal approval and project evaluation; (2.2) Calculate the project cycle and investment estimate based on the amount and plan information of each project sub-item, combined with the estimated feasibility study approval time and the estimated plan release time of the project, and generate a full-cycle plan.

4. The construction project management and control method according to claim 1, characterized in that: The specific processing steps of step (3) are as follows: (3.1) Business department personnel and relevant technical support departments shall prepare and submit preliminary design based on the feasibility study approval and feasibility study assessment; (3.2) Calculate the project cycle and investment estimate based on the amount and plan information of each project sub-item and the time of feasibility study approval and plan issuance, and generate a new full-cycle plan.

5. The construction project management and control method according to claim 1, characterized in that: The file format in steps (1), (2), and (3) is selected from any one of jpg, png, bpm, tiff, and pdf file formats.

6. The construction project management and control method according to claim 1, characterized in that: The specific processing steps of step (4) are as follows: (4.1) Business department personnel and relevant technical support departments shall compile and submit project adjustment information based on the feasibility study / preliminary design approval; (4.2) Calculate the project cycle and investment estimate based on the amount and plan information of each project sub-item and the time of approval and issuance of the feasibility study of the project, and generate a new full-cycle plan.

7. The construction project management and control method according to claim 1, characterized in that: In step (5), The full-cycle implementation plan is the basis for determining the project construction cycle, preparing and arranging the annual investment plan, bidding plan and project construction implementation, and reflects the investment plan arrangements for each project in each year during its construction cycle; The full-cycle implementation plan of the project is generated based on the full-cycle implementation plan and the construction implementation database; The annual investment plan is the basis for the commencement, organization, implementation and assessment of projects. It reflects the investment plan arrangements for all fixed asset investment projects of the group company and each project unit in that year. When compiling the annual and monthly bidding plans, the sub-items that need to be bid in the project construction details database are summarized to obtain the monthly bidding plans for each year within the implementation cycle. The person in charge extracts the bidding plan contents for the 12 months of the following year to obtain the annual and monthly bidding plans for the following year. When filling in the expenditure plan, a list of projects to be reported is listed, and the person in charge selects the projects to be reported and calculates the expenditure plan for each month of the current year based on the construction content of the annual investment plan; The monthly and quarterly plan execution reports are calculated and generated based on the contract signing situation of the current month.

8. The construction project management and control method according to claim 7, characterized in that: The annual investment plan is to extract the funding plan for the next 12 months when calculating the full-cycle implementation plan, and then calculate the annual investment plan and annual monthly implementation plan for the next year based on the approved funding budget table; After the annual investment plan is generated, the funding plan of this plan will be adjusted according to the actual situation based on the annual batch, and the remaining funds can continue to be applied for in the second batch of the annual plan.

9. The construction project management and control method according to claim 1, characterized in that: The specific processing steps of step (6) are: (6.1) Remind the person in charge to submit acceptance declaration in advance according to the two conditions that the acceptance nodes of each project or all sub-items of the project have been completed according to the approved annual acceptance plan; (6.2) The manager selects the project to be accepted from the project library and fills in the project acceptance declaration information based on the project information. The single acceptance information in the application information is automatically loaded; (6.3) After completing the form, submit it to the department manager and the person in charge of the unit for review. After passing the review, an acceptance report will be generated and saved.

10. The construction project management and control method according to claim 1, characterized in that: The specific processing steps of step (7) are: (7.1) When the person in charge creates a post-evaluation plan, the list of selected projects is displayed first, and the content screening conditions are: one year after completion or the difference between the planned completion number and the investment plan number is within 5%; When the person in charge clicks on a project, the basic information of the project is displayed, and then the person in charge decides whether to include the project in the post-evaluation plan; (7.2) After the person in charge has selected the project, he / she shall create the post-evaluation plan information, including the plan name and plan year. The post-evaluation agency shall then provide the "Post-evaluation Plan Arrangement", and the person in charge shall upload the "Plan Arrangement" as an attachment; (7.3) After receiving the information, the relevant personnel shall upload the Post-Evaluation Report as an attachment according to the content and requirements of the Plan, and then submit it to the relevant leader of the unit for review.

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