Project text structured management method and device and storage medium

By introducing a structured management method for project text in the project establishment process, the lack of process and standardized management in the existing technology is solved, automatic calculation of project level and output value and centralized and unified management of data are realized, and the efficiency and accuracy of project management are improved.

CN120218839APending Publication Date: 2025-06-27SINO TRUK JINAN POWER CO LTD
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Patent Information

Application Number
CN202510223691.X
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-02-27
Publication Date
2025-06-27

AI Technical Summary

Technical Problem

The existing project establishment process lacks process and standardized management, resulting in the inability to view the project progress immediately, manual calculation of project levels and output value is prone to errors, the content of the project application form is not standardized, and it is difficult to manage centrally and uniformly.

Method used

Provide a structured project text management method, which automatically calculates project levels and output values ​​by defining the project scope, goals and technical plan structure in the database, structures technical partners and results outputs, formulates time plans and budget costs, and builds an evaluation expert database to realize process management of project signing and review.

Benefits of technology

It realizes structured management of the project application process, ensures data accuracy and consistency, simplifies project progress tracking and review processes, and improves the efficiency and accuracy of project management.

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Abstract

The invention discloses a project text structured management method and device and a storage medium. The project text structured management method comprises the following steps of S1, defining a management project range, a target and a technical scheme structure in a database; s2, calculating a project level and an output value according to a project category and a variable project; s3, structuring a technical partner; s4, result output structuralization is carried out; s5, structuring the time plan; s6, calculating project budget cost; step S7, determining and structuring a project team; s8, establishing a review expert database, and selecting project review experts; and step S9, project signing and auditing. According to the method, automatic calculation of project levels, output values, project budget and the like is achieved, the problem that errors are prone to occurring in complex manual calculation is avoided, data accuracy can be guaranteed, the priority and potential value of projects can be determined, project importance and expected benefits can be better understood, and a basis is provided for project decision making.
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Description

Technical Field

[0001] This application relates to the technical field of project management, and particularly to a method, device, and storage medium for structured management of project texts. Background Art

[0002] Project initiation is the starting point of the project management process in the automotive industry. Currently, mainly the project initiators, in combination with the project background requirements, determine the project scope and objectives, manually calculate the project output value and costs, write and compile the project initiation application, communicate with project managers, and after signature by project review experts and responsible parties, collect materials and submit for project initiation after all approvals.

[0003] This method has the following disadvantages: on the one hand, there is a lack of centralized management for project initiation material submission, business review expert countersignature, etc., and it is impossible to immediately view the progress of current project initiation projects; on the other hand, according to project classification and actual project design change filling, it is easy to make mistakes when manually calculating project levels and output values, and it is impossible to ensure data accuracy; finally, the content of the project initiation application is not standardized and unified, and the files are scattered on users' personal computers, making it impossible to manage them centrally and uniformly, difficult to consult and statistically analyze, which is not conducive to the development of project management work.

[0004] To solve these problems, it is an urgent problem to carry out process-based and standardized unified management of the project initiation process to facilitate the access and statistical analysis of data and information. Summary of the Invention

[0005] This application provides a method, device, and storage medium for structured management of project texts to solve the above problems.

[0006] On the one hand, this application provides a method for structured management of project texts, and the method includes the following steps: Step S1: Define the management project scope and objectives, and the technical solution structure in the database; Step S2: Calculate the project level and output value according to the project category and design change projects; Step S3: Structurize the technology cooperation parties; Step S4: Structurize the achievement outputs; Step S5: Structurize the time plan; Step S6: Calculate the project budget costs; Step S7: Determine and structure the project team; Step S8: Build a review expert database and select project review experts; Step S9: Project signature and review.

[0007] In an implementation manner of this application, Step S1 specifically includes: defining the management project scope, including the project background, project scope, and funding source, clarifying the boundaries and core content of the project; setting the specific project objectives, where the specific objectives include: technical indicators, cost indicators, quality indicators, and formulating technical solutions.

[0008] In an implementation manner of the present application, step S2 specifically includes: calculating the project level and output value of the vehicle category, presetting the corresponding table of vehicle product design changes, setting the change requirements with different difficulty coefficients, and calculating the project level and output value according to the difficulty coefficient;

[0009] Calculating the project level and output value of the system category, presetting the change requirements of the system category projects, and setting different project levels and R & D output value scores;

[0010] Calculating the project level and output value of the research category, presetting the grade scoring table of the research category projects, calculating the actual score of the project according to the design change projects such as the number of intellectual properties, the proportion of independent R & D, technological advancement, and engineering application, and determining the project level and output value according to the score range.

[0011] In an implementation manner of the present application, step S3 specifically includes: defining the structured content of the technology cooperation party, clarifying the technology cooperation content and the proposed cooperation suppliers; step S4 specifically includes: planning the intellectual property achievements expected to be produced during the project execution, and structuring them into the achievement name, achievement type, and achievement output time; step S5 specifically includes: formulating the key nodes and time plan of the project, and setting them as the node plan content, start time, and end time.

[0012] In an implementation manner of the present application, step S6 specifically includes: calculating the project budget cost, where the project budget cost includes direct costs and indirect costs. Among them, the direct costs include material costs, test costs, mold and tooling costs, certification costs, and intellectual property costs, and the indirect costs include labor costs, depreciation costs, and other costs.

[0013] In an implementation manner of the present application, step S7 specifically includes: determining the project team and structuring, including the project leader, internal customer, and project manager, and determining the division of responsibilities.

[0014] In an implementation manner of the present application, step S8 specifically includes: building a review expert database, presetting review experts, and dividing them into multiple expert groups; selecting project-related experts from the expert database to form the expert team of this project.

[0015] In one implementation manner of the present application, step S9 specifically includes: Step S91: Compose a project approval application form and initiate signature and review with one key; Step S92: The project manager adds and modifies review experts according to the project approval application form; Step S93: The superior leader of the project establisher reviews. If there is no objection, it passes. Otherwise, it is rejected back to Step S91 to rewrite and modify the project approval application form; Step S94: The leader of the department to which the project establisher belongs reviews. If there is no objection, it passes. Otherwise, it is rejected back to Step S91 to rewrite and modify the project approval application form; Step S95: The members of the expert group sign jointly and sign the review opinions; Step S96: The project manager checks the expert review opinions. If it is determined to pass, continue the signature and review. Otherwise, it is rejected back to Step S91 to rewrite and modify the project approval application form; Step S97: The dean reviews. If there is no objection, it passes and the project signature and review are completed. Otherwise, it is rejected back to Step S91 to rewrite and modify the project approval application form.

[0016] The present application also provides a project text structured management device, which includes: at least one processor; and a memory communicatively connected to the at least one processor; wherein, the memory stores instructions executable by the at least one processor, and the instructions are executed by the at least one processor to enable the at least one processor to complete the foregoing project text structured management method.

[0017] The present application also provides a non-volatile computer storage medium for project text structured management, which stores computer-executable instructions, and the computer-executable instructions are executed by a processor to implement the foregoing project text structured management method.

[0018] The project text structured management method, device and storage medium provided by the present application have the following beneficial effects: A structured R & D project approval application form can be created, the project level and output value are automatically calculated according to project information, ensuring the rapid and accurate calculation results, standardizing the process of submitting project approval materials, establishing a review expert database, realizing centralized and unified management, storing data centrally and securely, and relevant personnel can consult and count project approval information at any time to timely grasp the progress of the approved projects. It realizes the structured management of the project approval application process, is convenient for timely consultation and statistics, and is conducive to the unified management of data standardization and digitalization. It realizes the automatic calculation of project levels, output values, project budgets, etc., avoids the problem of easy errors in complex manual calculations, can ensure the accuracy of data, determines the priority and potential value of the project, better understands the importance and expected benefits of the project, and provides a basis for project decision-making. BRIEF DESCRIPTION OF THE DRAWINGS

[0019] The drawings described herein are used to provide a further understanding of the present application and constitute a part of the present application. The illustrative embodiments of the present application and their descriptions are used to explain the present application and do not constitute an improper limitation to the present application. In the drawings:

[0020] Figure 1 It is a flowchart of a project text structured management method provided by an embodiment of the present application;

[0021] Figure 2 It is a diagram of the vehicle project level and output value calculation method provided by an embodiment of the present application;

[0022] Figure 3 It is a diagram of the research project level and output value calculation method provided by an embodiment of the present application;

[0023] Figure 4 It is a flowchart of the project approval application signature review provided by an embodiment of the present application;

[0024] Figure 5 It is a schematic diagram of a project text structured management device provided by an embodiment of the present application. Specific implementation manners

[0025] To make the objectives, technical solutions and advantages of the present application clearer, the technical solutions of the present application will be clearly and completely described below in conjunction with the specific embodiments of the present application and the corresponding drawings. Obviously, the described embodiments are only a part of the embodiments of the present application, rather than all the embodiments. All other embodiments obtained by those of ordinary skill in the art based on the embodiments in the present application without creative efforts shall fall within the protection scope of the present application.

[0026] An embodiment of the present application provides a project text structured management method, device and storage medium. The technical solutions proposed by the embodiments of the present application will be described in detail below with reference to the drawings.

[0027] Figure 1 It is a flowchart of a project text structured management method provided by an embodiment of the present application. As Figure 1 shown, the method mainly includes the following steps:

[0028] Step S1: Define the management project scope and objectives, and the technical solution structure in the database;

[0029] Step S2: Calculate the project level and output value according to the project category and design change items;

[0030] Step S3: Structure the technology cooperation parties;

[0031] Step S4: Structure the achievement output;

[0032] Step S5: Structure the time plan;

[0033] Step S6: Calculate the project budget cost;

[0034] Step S7: The project team determines and structures;

[0035] Step S8: Build a review expert database and select project review experts;

[0036] Step S9: Project signature review.

[0037] In the embodiment of the present application, in Step S1, defining attributes and structures such as the management project scope, objectives, and technical solutions includes the following steps: Step 1: Define the management project scope. This step is the starting point of the project, clarifying the project's boundaries and core content, including the project background, project scope, funding sources, etc. This is also the basis for ensuring the orderly progress of subsequent project work. Step 2: Objectives and technical solutions. After determining the project scope, specific project objectives need to be set to provide direction and results for the project, including technical indicators, cost indicators, and quality indicators; the technical solution is the technical path and method to achieve the objectives. When formulating the technical solution, factors such as the actual needs of the project, technical feasibility, and cost-effectiveness need to be comprehensively considered to clarify the overall solution and the assembly or system solution.

[0038] In the embodiments of the present application, calculating the project level and output value is to conduct a preliminary evaluation of the project to determine the project's priority and potential value, better understand the project's importance and expected benefits, and provide a basis for project decision-making. The project categories are divided into vehicle categories, system categories, and research categories. Different engineering change items are set for each category. Calculating the project level and output value specifically includes the following steps: Step 1: Calculating the project level and output value of vehicle category projects, the steps are as follows: Step 1-1: Preset the corresponding table of vehicle product engineering changes. There are 4 engineering change items for vehicle category projects: cab system, chassis system, electrical system, and power system. Each engineering change item corresponds to 5 levels of difficulty change requirements. The higher the difficulty coefficient, the higher the score. Step 1-2: Preset the calculation rules for the project level and output value of vehicle category projects, the method is as follows: (1). If the difficulty coefficient of any one of the 4 engineering change items is 5, then the project level is V1. When the difficulty coefficients of all 4 engineering change items are 5, a top-level score is given, and 150 points are subtracted for each level down; (2). If the difficulty coefficient of any one of the 4 engineering change items is 4, then the project level is V2. When the difficulty coefficients of all 4 engineering change items are 4, a top-level score is given, and 75 points are subtracted for each level down; (3). If the difficulty coefficient of any one of the 4 engineering change items is 3, then the project level is V3. When the difficulty coefficients of all 4 engineering change items are 3, a top-level score is given, and 35 points are subtracted for each level down; (4). If the difficulty coefficients of the cab system and the chassis system among the 4 engineering change items are both 2, then the project level is V4, and the output value is 100 points; (5). If only the difficulty coefficient of the cab system among the 4 engineering change items is 2, then the project level is V5, and the output value is 50 points; Step 1-3: According to the rules in Step 1-2, determine the project level based on the difficulty coefficients of the 4 engineering change items, and calculate the output value score result according to the sum of the project level and the difficulty coefficient. Step 2: The steps for calculating the project level and output value of system category projects are as follows: Preset the change requirements for the engine, transmission, axle, electrical, and new energy systems of system category projects. Each change requirement corresponds to different project levels S1-S4 and R & D output value scores respectively. Step 3: Calculating the project level and output value of research category projects, the steps are as follows: Step 3-1: Preset the rating table for research category project levels, and set 4 engineering change items: number of intellectual properties, proportion of independent R & D, technological advancement, and engineering application. Each engineering change item corresponds to multiple situations and scores, as shown in Table 1 below:

[0039]

[0040] Step 3-2: Assign scores according to the scoring descriptions of the 4 engineering change items described in Step 3-1, and calculate the total actual score H of the project; Step 3-3: Preset the target R & D output value table for research category projects. The score value ranges of the total scores of the 4 engineering change items respectively correspond to different project levels and score coefficients, as described in the following table;

[0041] Score range Project level Score coefficient 80 < score value ≤ 100 R1 8 60 < score value ≤ 80 R2 6 30 < score value ≤ 60 R3 4 0 < score value ≤ 30 R4 2

[0042] Step 3-4: According to the actual total score value H calculated in Step 3-2, and based on the value of H and the score range list, determine the corresponding project level. The project output value is the product of the actual total score value H and the corresponding score coefficient.

[0043] In the embodiment of the present application, Step S3 is used to define the structured content of the technical cooperation partner. To ensure the smooth implementation of the project, it may be necessary to seek external technical cooperation partners. This process is used to clarify the technical cooperation content and the proposed cooperation suppliers, so as to obtain the necessary technical support and resources during the project execution.

[0044] In the embodiment of the present application, Step S4 result output is used to plan some intellectual property results expected to be produced during the project execution, such as patents, papers, etc. This is the embodiment of the project value and the crystallization of the efforts and wisdom of the project team. Combining with the actual situation, the result output content can be structured into result name, result type, and result output time.

[0045] In the embodiment of the present application, Step S5 is used to formulate the project key nodes and time plan to ensure the project is completed on schedule, which can be generally summarized as node plan content, start time, and end time. Multiple project node plans are formulated according to the project needs.

[0046] In the embodiment of the present application, Step S6 calculates the project budget cost, which is the key to project cost control. By formulating a detailed budget plan, ensure that the project does not exceed the budget and progresses according to the schedule. The costs involved in the comprehensive project are generally divided into direct costs and indirect costs. Among them, direct costs include: material costs, test costs, mold and tooling costs, certification costs, and intellectual property costs. Indirect costs include: labor costs, depreciation costs, and other costs.

[0047] In the embodiment of the present application, Step S7 determines the project team and its structure. The project team is the core force for project execution. Team members need to possess relevant professional knowledge and skills, and maintain good collaborative communication during the project execution. According to the actual situation of the project development, it is essential to include three roles: project leader, internal customer, and project manager. Combining with the actual project, other roles and users are defined, and the responsibilities are determined to ensure the smooth implementation and successful completion of the project.

[0048] In the embodiment of the present application, Step S8 builds a review expert database, selects project review experts from it, conducts professional reviews and guidance on the project, and helps the team better solve problems and optimize the plan according to the opinions and suggestions of the experts. Step S81: Build a review expert database. Preset review experts, and divide them into multiple expert groups according to the knowledge background and skills of the review experts. Each expert group has multiple review committee members, and the research directions and professional focuses of each review committee member may be different. The purpose is to provide technical support for the project development.

[0049] Step S82: Select project-related experts from the expert database to form the expert team for this project, so as to better escort the smooth implementation of the project.

[0050] Step S9 Project signature and review is the final approval link in the project establishment process. After the project review is completed as required, the project establishment is formally submitted. Step S91: Compose the project establishment application form and initiate the signature and review with one key; Step S92: The project manager adds and modifies the review experts according to the project establishment application form; Step S93: The superior leader of the project establisher reviews. If there is no objection, it passes; otherwise, it is rejected back to Step S91 to rewrite and modify the project establishment application form; Step S94: The leader of the department to which the project establisher belongs reviews. If there is no objection, it passes; otherwise, it is rejected back to Step S91 to rewrite and modify the project establishment application form; Step S95: The members of the expert group sign jointly and sign the review opinions; Step S96: The project manager checks the expert review opinions. If it is determined to pass, continue the signature and review; otherwise, it is rejected back to Step S91 to rewrite and modify the project establishment application form; Step S97: The dean reviews. If there is no objection, it passes and the project signature and review is completed; otherwise, it is rejected back to Step S91 to rewrite and modify the project establishment application form.

[0051] The above is a project text structured management method provided by an embodiment of the present application. Based on the same inventive concept, an embodiment of the present application also provides a project text structured management device. Figure 5 It is a schematic diagram of a project text structured management device provided by an embodiment of the present application. As Figure 5 shown, the device mainly includes: at least one processor 501; and a memory 502 communicatively connected to the at least one processor; wherein, the memory 502 stores instructions executable by the at least one processor 501, and the instructions are executed by the at least one processor 501 so that the at least one processor 501 can complete the aforementioned project text structured management method.

[0052] In addition, an embodiment of the present application also provides a non-volatile computer storage medium for project text structured management, which stores computer-executable instructions, and the computer-executable instructions are executed by a processor to be used to implement the aforementioned project text structured management method.

[0053] The present invention is described with reference to the flowcharts and / or block diagrams of methods, apparatuses (systems), and computer program products according to embodiments of the present invention. It should be understood that each flow and / or block in the flowchart and / or block diagram, and the combination of flows and / or blocks in the flowchart and / or block diagram, can be implemented by computer program instructions. These computer program instructions can be provided to the processor of a general-purpose computer, a special-purpose computer, an embedded processor, or other programmable data processing device to generate a machine, such that the instructions executed by the processor of the computer or other programmable data processing device generate means for implementing the functions specified in one flow Figure 1 one flow or multiple flows and / or blocks Figure 1 or multiple blocks.

[0054] These computer program instructions can also be stored in a computer-readable memory that can direct a computer or other programmable data processing device to work in a specific manner, such that the instructions stored in the computer-readable memory generate a manufactured article including instruction means that implement the functions specified in one flow Figure 1 one flow or multiple flows and / or blocks Figure 1 or multiple blocks.

[0055] These computer program instructions can also be loaded onto a computer or other programmable data processing device, such that a series of operational steps are executed on the computer or other programmable device to generate a computer-implemented process, and thus the instructions executed on the computer or other programmable device provide steps for implementing the functions specified in one flow Figure 1 one flow or multiple flows and / or blocks Figure 1 or multiple blocks.

[0056] In a typical configuration, a computing device includes one or more processors (CPUs), an input / output interface, a network interface, and a memory.

[0057] Each embodiment in this application is described in a progressive manner. For the same or similar parts among the embodiments, reference can be made to each other. Each embodiment focuses on the differences from other embodiments. In particular, for the apparatus embodiments, since they are basically similar to the method embodiments, the description is relatively simple, and reference can be made to the corresponding parts of the method embodiments for the relevant content.

[0058] It should also be noted that the term "including", "comprising" or any other variant thereof is intended to cover non-exclusive inclusion, so that a process, method, commodity or device including a series of elements not only includes those elements, but also includes other elements not expressly listed, or further includes elements inherent in such process, method, commodity or device. Without further limitation, an element defined by the statement "including one..." does not exclude the existence of additional identical elements in the process, method, commodity or device including the said element.

[0059] The above are only the embodiments of the present application and are not intended to limit the present application. For those skilled in the art, various changes and modifications can be made to the present application. Any modification, equivalent replacement, improvement, etc. made within the spirit and principle of the present application shall be included within the scope of the claims of the present application.

Claims

1. A method for structured management of project texts, characterized in that: The method comprises the following steps: Step S1: Define the management project scope and objectives, and technical solution structure in the database; Step S2: Calculate the project level and output value according to the project category and design change project; Step S3: Structuring of technical partners; Step S4: Structuring of outputs; Step S5: time planning structure; Step S6: Calculate the project budget cost; Step S7: Project team identification and structuring; Step S8: Build a review expert database and select project review experts; Step S9: Project review.

2. A method for structured management of project text according to claim 1, characterized in that: The step S1 specifically includes: defining the management project scope, project background, project scope, funding sources, clarifying the boundaries and core content of the project; setting specific goals for the project, including: technical indicators, cost indicators, quality indicators, and formulating a technical plan.

3. A method for structured management of project text according to claim 1, characterized in that: The step S2 specifically includes: calculating the level and output value of vehicle-related projects, presetting a corresponding table for vehicle product design changes, setting change requirements for different difficulty coefficients, and calculating the project level and output value according to the difficulty coefficient; Calculate the level and output value of system projects, preset the change requirements of system projects, and set different project levels and R&D output value points; Calculation of the level and output value of research projects. A preset rating table for research projects is used to calculate the actual score of the project based on the number of intellectual property rights, proportion of independent research and development, technological advancement, and engineering application design projects. The project level and output value are determined based on the score range.

4. A method for structured management of project documents according to claim 1, characterized in that: The step S3 specifically includes: defining the structured content of the technical cooperation partner, clarifying the technical cooperation content and the intended suppliers; the step S4 specifically includes: planning the intellectual property results expected to be produced during the project execution, structured into the result name, result type, and result output time; the step S5 specifically includes: formulating the key nodes and time plan of the project, setting them as the node plan content, start time, and end time.

5. A method for structured management of project documents according to claim 1, characterized in that: The step S6 specifically includes: calculating the project budget costs, which include direct costs and indirect costs, wherein the direct costs include material costs, test costs, mold tooling costs, certification fees, and intellectual property fees, and the indirect costs include labor costs, depreciation costs, and other costs.

6. A method for structured management of project documents according to claim 1, characterized in that: The step S7 specifically includes: determining the project team and structuring, including the project leader, internal customers, and project managers, and determining the division of responsibilities.

7. A method for structured management of project documents according to claim 1, characterized in that: The step S8 specifically includes: building a review expert database, presetting review experts, and dividing them into multiple expert groups; selecting project-related experts from the expert database to form an expert team for this project.

8. A method for structured management of project documents according to claim 1, characterized in that: The step S9 specifically includes: Step S91: Complete the project application and initiate the review with one click; Step S92: The project manager adds and modifies review experts based on the project application; Step S93: The project initiator's superior leader reviews the project, and if there is no objection, the project initiator passes the review. Otherwise, the project initiator returns to step S91 and rewrites the project initiation application; Step S94: The project initiator's department leader reviews the project. If there is no objection, the project initiator passes the review. Otherwise, the project initiator returns to step S91 and rewrites the project initiation application. Step S95: The expert group members jointly sign and review the review opinions; Step S96: The project manager checks the expert review opinions and continues to sign the review if they are passed. Otherwise, the project manager returns to step S91 and rewrites the project application; Step S97: The Dean reviews the application. If there is no objection, the project is approved. Otherwise, the application will be rejected and returned to step S91 to rewrite and revise the project application.

9. A project text structured management device, characterized in that: The device comprises: at least one processor; and, a memory communicatively connected to the at least one processor; wherein, The memory stores instructions that can be executed by the at least one processor, and the instructions are executed by the at least one processor so that the at least one processor can complete the project text structured management method described in any one of claims 1-8.

10. A non-volatile computer storage medium for structured management of project documents, storing computer executable instructions, characterized in that: The computer executable instructions are executed by a processor to implement a project text structured management method as described in any one of claims 1-8.