A method and system for constructing a dynamic budget of an automobile post-sale technical data delivery product

Abstract

This application discloses a method and system for constructing a dynamic budget for automotive aftermarket technical data deliverables, relating to the field of budget management for automotive aftermarket service technical data deliverables. Based on fundamental data such as development routes, work tasks, job levels, and standard working hours, this invention effectively generates development budgets, dynamically corrects changes and standard working hours, automatically calculates rework budgets, generates and allocates management budgets in layers, and summarizes multi-dimensional budgets. This allows the deliverable budget to be dynamically adjusted according to the development scope, execution resources, and historical data patterns, forming a comprehensive dynamic total budget covering operational budgets, other item budgets, and management budgets. This addresses the pain points of traditional static budgets, such as low manual efficiency, susceptibility to errors, poor adaptability, and easy cost overruns. It achieves automated, dynamic, and accurate budget preparation, significantly improving the level of budget management for automotive aftermarket technical data deliverables and project economic benefits.

Description

Technical Field

[0001] This invention relates to the field of budget management for automotive aftermarket service technical data deliverables, and in particular to a method and system for constructing dynamic budgets for automotive aftermarket technical data deliverables. Background Technology

[0002] In the project management of automotive aftermarket technical data deliverables (such as repair manuals, owner's manuals, and circuit diagrams), budget control is a core element in ensuring smooth project progress and mitigating cost risks. Currently, the budgeting for automotive aftermarket technical data deliverables still relies on a traditional, manually prepared, static budget management model. This approach has the following shortcomings:

[0003] 1. Manual accounting is inefficient and prone to errors, lagging control, and insufficient prediction.

[0004] 2. As project complexity increases, there are more uncertainties such as adjustments in labor costs and changes in requirements. Static budgets are difficult to adapt to dynamically changing delivery scenarios, often leading to budget overruns and wasted resources.

[0005] Based on the above situation, there is an urgent need for a method and system for constructing dynamic budgets for automotive after-sales technical data deliverables that can be automatically updated, dynamically corrected, hierarchically calculated, and reasonably allocated. Summary of the Invention

[0006] The purpose of this invention is to overcome the shortcomings of the prior art and provide a method and system for constructing dynamic budgets for automotive aftermarket technical data deliverables. This allows the deliverable budget to be dynamically adjusted according to the development scope, execution resources, and historical data patterns, enabling budget preparation to shift from manual experience to automatic system calculation. It also enables the budget to be dynamically adjusted in real time according to changes in design, personnel, and working hours. Furthermore, it enables rework budgets and management budgets to be scientifically generated based on historical data and reasonably allocated from the project-level public budget to the deliverable level, forming a comprehensive dynamic total budget covering operational budgets, other item budgets, and management budgets. This improves the accuracy, guidance, and full-process control capabilities of the budget.

[0007] To achieve the above objectives, the present invention provides the following technical solution:

[0008] In a first aspect, the present invention provides a method for constructing a dynamic budget for automotive aftermarket technical data deliverables, comprising the following steps:

[0009] S1. Effective Development Budget Generation: Retrieve the target deliverable development roadmap and development task list generated during the business quotation stage from the development roadmap library, and generate an effective development budget for the target deliverable by combining the preset job positions, quota hours and corresponding labor costs.

[0010] S2. Dynamic Adjustment of Effective Work Budget: For change information received after the business quotation stage, the development roadmap and development tasks are adjusted and the change status is marked. Based on the change status marking, the job level and quota hours are preset for newly added and replaced design change tasks. At the same time, based on the job level of the actual task allocation and combined with the job level time coefficient library, the quota hours are dynamically corrected to obtain the dynamic effective development budget of the target deliverable.

[0011] S3. Rework Budget Generation: Based on the project brand and deliverable category of the target deliverable, the corresponding standard rework cost coefficient is retrieved from the rework cost coefficient library, and combined with the dynamic effective development budget, the rework budget for the target deliverable is generated.

[0012] S4. Dynamic Operation Budget Generation: Summing the dynamic effective development budget with the rework budget yields the dynamic operation budget for the target deliverable;

[0013] S5. Other Items Budget Generation: Based on the project brand, deliverable category, and work route information of the target deliverable, preset and generate other item budgets corresponding to outsourcing fees, consumable fees, and travel expenses;

[0014] S6. Deliverable Management Budget Generation: Calculate the management budget for each deliverable dimension and the management budget allocated to the target deliverables at the project dimension, and sum them to obtain the final management budget for the target deliverables;

[0015] S7. Dynamic Total Budget Generation and Monitoring: The dynamic operation budget, other items budget, and final management budget are summed to generate a full-scope dynamic budget for the target deliverables, and the budget fluctuations throughout the entire lifecycle of the deliverable development are monitored in real time.

[0016] As a further aspect of the present invention, in step S1, the formula for calculating the effective development budget is:

[0017] Effective development budget = ∑(human resource cost corresponding to the pre-set job positions for a single development task × the standard working hours of the task).

[0018] As a further aspect of the present invention, step S2 specifically includes the following processing of the change information:

[0019] Analyze and process design changes, standard changes, and scope of work changes received after the business quotation stage, and adjust the development roadmap and development tasks accordingly.

[0020] The adjusted tasks are marked with a change status, which includes addition, deletion, and replacement;

[0021] For tasks marked as new or replaced, the corresponding job level and fixed working hours are preset.

[0022] As a further aspect of the present invention, the specific steps for dynamically correcting the quota working hours in step S2 are as follows:

[0023] A time coefficient library for job grades is created in advance, which stores the time deviation coefficients between the actual job grade and the theoretically preset job grade.

[0024] Based on the job sequence dependency coding in the development roadmap, deliverable job tasks are output in batches, and development tasks and change tasks are pre-allocated according to the talent hierarchy of the project team.

[0025] The actual assigned job level is compared with the preset job level, and the corresponding time deviation coefficient is retrieved from the job level time coefficient database to calculate and correct the time.

[0026] Dynamically and effectively develop budgets are updated based on revised work hours.

[0027] As a further aspect of the present invention, the revised formula for calculating working hours is as follows:

[0028] Corrected working hours = Preset standard working hours for each job grade × Working hours coefficient between job grades;

[0029] When the actual job grade is the same as the preset job grade, the corresponding job grade working hour coefficient is 1.

[0030] As a further aspect of the present invention, in step S3, the standard rework cost coefficient is determined by a data regression method, specifically as follows:

[0031] Historical rework cost coefficients for multiple deliverables of the same brand and type in historical projects are collected. The historical rework cost coefficient = historical rework cost ÷ historical effective operating cost. The distribution characteristics of the collected historical data are analyzed, and the standard rework cost coefficients for the corresponding brand and deliverable category are obtained through data regression fitting.

[0032] As a further aspect of the present invention, in step S3, the formula for calculating the rework budget is:

[0033] Rework budget = Dynamic effective development budget for target deliverables × Standard rework cost coefficient.

[0034] As a further aspect of the present invention, in step S6, the calculation step for the deliverable dimension management budget is as follows:

[0035] A management task database and a work process management coefficient database are pre-created; the management task database stores the planning and acceptance phase management tasks and applicable brand information corresponding to project management and deliverable management; the work process management coefficient database stores the preset work process management coefficients at the project level and deliverable level under different brands.

[0036] Based on the operational depth, operational standards, operational mode, and review mode of the target deliverables, standard operational positions and quota hours are preset for the planning and acceptance management tasks of the target deliverables. Combined with the corresponding labor costs, the budget for deliverable planning and acceptance management is calculated. The operational depth includes new development and model upgrades.

[0037] Based on the project brand and deliverable category of the target deliverable, retrieve the corresponding deliverable-level operation process management coefficient from the operation process management coefficient library, and calculate the deliverable operation process management budget in conjunction with the dynamic and effective development budget.

[0038] The sum of the budget for deliverable planning and acceptance management and the budget for deliverable operation process management is used to obtain the deliverable dimension management budget.

[0039] As a further aspect of the present invention, the calculation formula for the deliverable operation process management budget is: Deliverable operation process management budget = Target deliverable dynamic effective development budget × Deliverable-level operation process management coefficient.

[0040] As a further aspect of the present invention, the specific steps for managing budget allocation at the project level in step S6 are as follows:

[0041] Collect dynamic operational budgets, other item budgets, and deliverable-dimensional management budgets for all deliverables under the target project, sum them to obtain the full budget for a single deliverable, and calculate the budget percentage of each deliverable in the project; the budget percentage = full budget for a single deliverable ÷ the sum of the full budgets for all deliverables in the project;

[0042] For project-level planning and acceptance management tasks, pre-set standard operating positions and quota hours, and calculate the project planning and acceptance management budget based on the corresponding labor costs.

[0043] Based on the brand to which the project belongs, retrieve the corresponding project-level operation process management coefficient from the operation process management coefficient library, and calculate the project operation process management budget in conjunction with the project planning and acceptance management budget.

[0044] Based on the budget proportion of each deliverable, the project planning and acceptance management budget and the project operation process management budget are allocated to each deliverable, resulting in the project-level management budget allocated to the target deliverables.

[0045] As a further aspect of the present invention, the calculation formula for the project operation process management budget is: Project operation process management budget = (Deliverable project planning budget + Acceptance management budget) × Project-level operation process management coefficient.

[0046] As a further aspect of the present invention, the final management budget calculation formula is: Final Management Budget = Deliverable Dimension Management Budget + Project Dimension Management Budget Allocated to Target Deliverables.

[0047] Secondly, the present invention also provides a dynamic budget construction system for automotive aftermarket technical data deliverables, including a basic database layer, a core functional module layer, and an output and monitoring layer.

[0048] The basic database layer includes a development route database, a job grade inter-hour coefficient database, a rework cost coefficient database, a management task database, and a work process management coefficient database, which are used to store the basic configuration data, historical data, and rule data required for budget construction.

[0049] The core functional module layer includes:

[0050] The effective development budget generation module is used to retrieve development routes and development tasks from the development route library, and combine them with preset job positions, quota hours and labor costs to generate an effective development budget.

[0051] The effective work budget dynamic adjustment module is used to process change information after business quotation, adjust tasks and mark change status. At the same time, based on the actual allocation of job grades and the time coefficient library between job grades, the standard working hours are dynamically corrected to generate a dynamic effective development budget.

[0052] The rework budget generation module is used to retrieve standard rework cost coefficients based on the brand and category of deliverables, and generate a rework budget by combining it with the dynamic and effective development budget.

[0053] The dynamic task budget summary module is used to sum the dynamic effective development budget and the rework budget to generate a dynamic task budget;

[0054] The Other Items Budget Preset Module is used to preset and generate budgets for other items such as outsourcing fees, consumable fees, and travel expenses based on the deliverables information.

[0055] The management budget calculation module is used to calculate the management budget for deliverables and the allocated management budget for projects, and then sum them to obtain the final management budget.

[0056] The output and monitoring layer includes a dynamic budget aggregation module and a full lifecycle monitoring module. The dynamic budget aggregation module is used to sum the dynamic operation budget, other items budget, and final management budget to generate a full-scope dynamic budget. The full lifecycle monitoring module is used to monitor budget fluctuations throughout the entire lifecycle of deliverable development in real time.

[0057] As a further aspect of the present invention, the effective operation budget dynamic adjustment module includes:

[0058] The change processing submodule is used to analyze design changes, standard changes, and work scope changes after the business quotation, adjust the development route and tasks, mark the change status of new, deleted, and replaced tasks, and re-preset the job positions and quota hours for new and replaced tasks.

[0059] The time correction submodule is used to compare the actual job level assigned to the task with the preset job level, retrieve the corresponding coefficient from the time coefficient library between job levels, calculate the corrected time, and update the dynamic effective development budget based on the corrected time.

[0060] As a further aspect of the present invention, the standard rework cost coefficients stored in the rework cost coefficient library are obtained by collecting historical rework cost coefficients of the same brand and type of deliverables and fitting them through data regression analysis; the historical rework cost coefficient = historical rework cost ÷ historical effective operating cost.

[0061] As a further aspect of the present invention, the management budget accounting module includes:

[0062] The deliverable dimension management budget submodule is used to calculate the planning and acceptance management budget based on the deliverable operation depth, operation standard, operation mode, and review mode, and to calculate the operation process management budget in combination with the operation process management coefficient, and sum them to obtain the deliverable dimension management budget.

[0063] The project-dimensional budget allocation submodule is used to calculate the budget percentage of each deliverable within the project, calculate the project-level planning and acceptance management budget and the project operation process management budget, and allocate them to each deliverable according to the budget percentage to obtain the project-dimensional allocated management budget.

[0064] The Management Budget Summary submodule is used to sum the management budget for deliverables and the allocated management budget for projects to obtain the final management budget.

[0065] As a further aspect of the present invention, the time coefficient library between job grades stores the time deviation coefficient between the actual job grade and the theoretically preset job grade; when the actual job grade and the preset job grade are the same, the corresponding time deviation coefficient is 1.

[0066] As a further aspect of the present invention, the management task database stores management tasks for the planning and acceptance phases corresponding to project management and deliverable management, as well as applicable brand information; the operation process management coefficient database stores preset operation process management coefficients at the project level and deliverable level under different brands.

[0067] Compared with existing technologies, the present invention provides a method and system for constructing dynamic budgets for automotive after-sales technical data deliverables, which has the following advantages:

[0068] 1. This invention replaces the traditional manual budgeting model of calculating and calculating costs item by item by item through a pre-set development roadmap library, standardized task system, job-specific labor cost parameters, and automated accounting rules. The system can automatically retrieve basic data such as development roadmap, development tasks, job positions, and standard working hours from the business quotation stage, and automatically calculate the effective development budget with one click. At the same time, through built-in coefficient libraries, it automatically completes the calculation of working hours correction, rework budget, and management budget, eliminating the need for repeated manual calculations and verifications. This not only improves budgeting efficiency but also avoids human errors caused by manual data entry and calculation, ensuring the accuracy and consistency of basic budget data and solving the core problems of low efficiency and high error rate in traditional manual accounting.

[0069] 2. This invention overcomes the core deficiency of traditional static budgets, which cannot be adjusted once prepared. It constructs a two-dimensional dynamic adjustment mechanism covering two core uncertainties: changes in requirements and personnel changes. On the one hand, for design changes, standard changes, and changes in work scope that occur after a business quotation, the development route and tasks can be quickly adjusted. Added, deleted, and replaced tasks are marked with status, and job levels and quota hours are preset, updating the budget in real time. On the other hand, through the job level and time coefficient library, the actual job level can be automatically compared with the preset job level based on the actual talent pool and task allocation of the project team, dynamically correcting the quota hours to adapt to the actual personnel configuration of the project. At the same time, this invention can monitor budget fluctuations throughout the entire lifecycle of deliverable development in real time, enabling the budget to be dynamically updated as the project progresses. This completely avoids the problem of static budgets being out of sync with actual execution, reducing budget overruns and resource waste at the source.

[0070] 3. This invention addresses the shortcomings of traditional rework and management budgets, which rely on personal experience for estimation, lack data support, and are insufficiently forward-looking. It constructs a data-driven coefficient calculation and retrieval system. For rework budgets, it collects massive amounts of historical data from projects of the same brand and deliverable type, and uses data regression to obtain standardized rework cost coefficients, replacing traditional experience-based estimations. This ensures that the calculation of rework risk reserves perfectly matches the actual historical performance of projects, avoiding resource waste caused by budget redundancy and preventing cost overruns due to insufficient budgets. For management budgets, it establishes a work process management coefficient library with the same source as the rework coefficients, pre-setting standardized coefficients by brand and level. This enables scientific calculation of process management budgets, making the budgeting of management costs systematic and evidence-based, significantly improving the forward-looking nature and rationality of the budget.

[0071] 4. This invention addresses the unique characteristics of the automotive aftermarket industry, where a single project often involves multiple deliverables and common management costs are difficult to accurately categorize. It constructs a two-tiered management budget system that integrates independent accounting at the deliverable level and reasonable allocation at the project level. Based on the operational depth, standards, and review models of each deliverable, it independently calculates the planning and acceptance management budget and the operational process management budget for each deliverable, achieving accurate accounting for the management costs of individual deliverables. It also calculates the overall management budget at the project level and fairly allocates the project's common management costs to each deliverable according to its proportion of the total budget within the project. This completely solves the problems of unfounded allocation of project common costs, incomplete deliverable cost accounting, and inconsistent budget standards in the traditional model. It achieves full-level budget control from the project macro level to the deliverable micro level, ensuring clear and traceable total budgets for each deliverable, providing precise data support for subsequent profit accounting for individual deliverables and project performance evaluation.

[0072] These or other aspects of the invention will become more apparent from the following description of embodiments. It should be understood that the foregoing general description and the following detailed description are exemplary and explanatory only, and are not intended to limit the invention. Attached Figure Description

[0073] To more clearly illustrate the technical solutions in the embodiments of the present invention, the accompanying drawings used in the description of the embodiments or the prior art will be briefly introduced below. Obviously, the drawings described below are only some embodiments of the present invention. In the drawings:

[0074] Figure 1 This is a flowchart of a method for constructing a dynamic budget for automotive aftermarket technical data deliverables according to the present invention.

[0075] Figure 2 This is a flowchart illustrating the dynamic adjustment of the effective operation budget in a method for constructing a dynamic budget for automotive aftermarket technical data deliverables according to the present invention.

[0076] Figure 3 This is a flowchart illustrating the dynamic correction of standard working hours in a method for constructing a dynamic budget for automotive after-sales technical data deliverables according to the present invention.

[0077] Figure 4 This is a flowchart illustrating the rework budget generation process in a dynamic budget construction method for automotive aftermarket technical data deliverables according to the present invention.

[0078] Figure 5 This is a flowchart of the deliverable dimension management budget accounting in a method for constructing a dynamic budget for automotive aftermarket technical data deliverables according to the present invention.

[0079] Figure 6This is a flowchart illustrating the project-dimensional budget allocation in a dynamic budget construction method for automotive aftermarket technical data deliverables according to the present invention. Detailed Implementation

[0080] The specific embodiments of the present invention will now be described in detail with reference to the accompanying drawings, but it should be understood that the scope of protection of the present invention is not limited to the specific embodiments.

[0081] Unless otherwise expressly stated, throughout the specification and claims, the term "comprising" or its variations such as "including" or "comprises" shall be understood to include the stated elements or components without excluding other elements or other components.

[0082] like Figures 1 to 6 As shown, one embodiment of the present invention provides a method for constructing a dynamic budget for automotive aftermarket technical data deliverables, including the following steps:

[0083] Step S10: Effective Development Budget Generation: Retrieve the target deliverable development roadmap and development task list generated in the business quotation stage from the development roadmap library, and generate the effective development budget for the target deliverable by combining the preset job positions, quota hours and corresponding labor costs.

[0084] In this step, the development roadmap and tasks for deliverables generated during the business quotation phase are retrieved from the development roadmap library. Based on pre-defined job positions and standard working hours, an effective development budget for the deliverables is generated. The formula for calculating the effective development budget is as follows:

[0085] Effective development budget = ∑(human resource cost corresponding to the pre-set job positions for a single development task × the standard working hours of the task).

[0086] Step S20: Dynamic Adjustment of Effective Work Budget: Based on the change information received after the business quotation stage, the development roadmap and development tasks are adjusted and the change status is marked. According to the change status mark, the job level and quota hours are preset for the newly added and replaced design change tasks. At the same time, based on the job level of the actual task allocation and combined with the job level time coefficient library, the quota hours are dynamically corrected to obtain the dynamic effective development budget of the target deliverable.

[0087] This step, specifically the processing of change information, includes:

[0088] Step S201: Analyze and process the design changes, standard changes, and scope of work changes received after the business quotation stage, and adjust the development roadmap and development tasks accordingly.

[0089] Step S202: Mark the adjusted task with a change status, the change status including addition, deletion, and replacement;

[0090] Step S203: For tasks marked as new or replaced, preset the corresponding job level and quota hours.

[0091] Specifically, the system analyzes and processes change information received after the business quotation stage, including design changes, standard changes, and scope of work changes. Based on the change information, it triggers developers to adjust various development routes and tasks, marking the change status (addition, deletion, replacement) for their work categories, task unit categories, and task units. Based on the change status markings, the system presets job positions and standard working hours for newly added and replaced design-changed tasks.

[0092] In this embodiment, the specific steps for dynamic correction of standard working hours are as follows:

[0093] Step S211: Pre-create a time coefficient library between job grades, wherein the coefficient library stores the time deviation coefficients between the actual job grade and the theoretically preset job grade;

[0094] Step S212: Based on the job sequence dependency coding in the development roadmap, output deliverable job tasks in batches, and pre-allocate development tasks and change tasks according to the talent hierarchy of the project team.

[0095] Step S213: Compare the actual assigned job level with the preset job level, retrieve the corresponding time deviation coefficient from the job level time coefficient database, and calculate the corrected time.

[0096] Step S214: Update the dynamic effective development budget based on the corrected working hours.

[0097] In this embodiment, the formula for calculating the corrected working hours is:

[0098] Corrected working hours = Preset standard working hours for each job grade × Working hours coefficient between job grades;

[0099] When the actual job grade is the same as the preset job grade, the corresponding job grade working hour coefficient is 1.

[0100] Step S30: Rework Budget Generation: Based on the project brand and deliverable category of the target deliverable, retrieve the corresponding standard rework cost coefficient from the rework cost coefficient library, and generate the rework budget for the target deliverable by combining it with the dynamic effective development budget.

[0101] In this step, the rework cost coefficient library stores preset standard rework cost coefficients for different brands and deliverable categories. Based on the project brand and deliverable category information of the target deliverable, the corresponding standard rework cost coefficient information is automatically retrieved. Through the dynamic effective work budget for the deliverable, the cost calculation module automatically outputs the rework budget. The standard rework cost coefficients are determined using a data regression method, specifically:

[0102] Historical rework cost coefficients for multiple deliverables of the same brand and type in historical projects are collected. The historical rework cost coefficient = historical rework cost ÷ historical effective operating cost. The distribution characteristics of the collected historical data are analyzed, and the standard rework cost coefficients for the corresponding brand and deliverable category are obtained through data regression fitting.

[0103] In this embodiment, the formula for calculating the rework budget is:

[0104] Rework budget = Dynamic effective development budget for target deliverables × Standard rework cost coefficient.

[0105] The standard rework cost coefficient is determined using a data regression method. This is primarily achieved by collecting rework cost coefficients (i.e., rework costs or effective operating costs) from multiple deliveries of the same brand and type historically, and then analyzing the data distribution.

[0106] Step S40: Dynamic work budget generation: Summing the dynamic effective development budget and the rework budget yields the dynamic work budget for the target deliverable.

[0107] In this step, based on the deliverable dynamic effective operation budget and rework budget, the cost calculation module automatically outputs the deliverable dynamic operation budget, that is: deliverable development budget = deliverable dynamic effective development budget + rework budget.

[0108] Step S50: Other Items Budget Generation: Based on the project brand, deliverable category, and work route information of the target deliverable, preset and generate the budget for other items corresponding to outsourcing fees, consumable fees, and travel expenses.

[0109] In this step, the budget for outsourcing fees, consumables fees, travel expenses, and other items can be preset directly in the cost calculation module based on information such as the brand of the project, the type of deliverables, and the work route.

[0110] Step S60: Deliverable Management Budget Generation: Calculate the management budget for the deliverable dimension and the management budget allocated to the target deliverables at the project dimension, and sum them to obtain the final management budget for the target deliverables.

[0111] In this step, the management task database is used to store the planning and acceptance phase management tasks and applicable brand information for project management and the management of each deliverable included in the project; the operation process management coefficient database is used to store the preset operation process management coefficients at the project level and deliverable level under different brands.

[0112] In this embodiment, the calculation steps for the deliverables dimension management budget are as follows:

[0113] Step S601: Pre-create a management task database and a work process management coefficient database; the management task database stores the planning and acceptance phase management tasks and applicable brand information corresponding to project management and deliverable management; the work process management coefficient database stores the preset work process management coefficients at the project level and deliverable level under different brands.

[0114] Step S602: Based on the operational depth, operational standards, operational mode, and audit mode of the target deliverables, pre-set standard operation positions and quota hours for the planning and acceptance management tasks of the target deliverables, and calculate the budget for the planning and acceptance management of deliverables in conjunction with the corresponding labor costs; the operational depth includes new development and model upgrades.

[0115] Step S603: Based on the project brand and deliverable category of the target deliverable, retrieve the corresponding deliverable-level operation process management coefficient from the operation process management coefficient library, and calculate the deliverable operation process management budget in conjunction with the dynamic effective development budget.

[0116] Step S604: Sum the budget for deliverable planning and acceptance management with the budget for deliverable operation process management to obtain the deliverable dimension management budget.

[0117] The calculation formula for the deliverable operation process management budget is: Deliverable operation process management budget = Target deliverable dynamic effective development budget × Deliverable-level operation process management coefficient.

[0118] In the deliverables dimension and deliverables management budget, based on the operational depth (new or modified), operational standards, operational mode, and audit mode of the target deliverables, standard operating positions and quota hours are preset for the target deliverables (planning and acceptance) management tasks. The cost calculation module automatically outputs the planning and acceptance management budget based on the preset standard operating positions, quota hours, and labor costs.

[0119] Based on the project brand and deliverable category information of the target deliverable, the corresponding work process management coefficient is automatically retrieved. Through the dynamic effective work budget of the deliverable, the cost calculation module automatically outputs the work process management budget of the deliverable, that is: Deliverable work process management budget = Deliverable effective work budget × Work process management coefficient.

[0120] Based on the calculated planning and acceptance management budget and the work process management budget, the cost calculation module automatically outputs the management budget required from the deliverable management dimension, i.e.: Deliverable Dimension - Management Budget = (Deliverable Project Planning Budget + Acceptance Management Budget) + Work Process Management Budget. The data collection method for the work process management coefficient is the same as the standard rework coefficient mentioned above.

[0121] In this embodiment, the specific steps for managing budget allocation at the project level are as follows:

[0122] Step S611: Collect the dynamic operation budget, other item budget, and deliverable dimension management budget for all deliverables under the target project, sum them to obtain the full budget for a single deliverable, and calculate the budget percentage of each deliverable in the project; the budget percentage = full budget for a single deliverable ÷ the sum of the full budgets for all deliverables in the project;

[0123] Step S612: Preset standard operating positions and quota hours for project-level planning and acceptance management tasks, and calculate the project planning and acceptance management budget in conjunction with the corresponding labor costs.

[0124] Step S613: Based on the brand to which the project belongs, retrieve the corresponding project-level operation process management coefficient from the operation process management coefficient library, and calculate the project operation process management budget in conjunction with the project planning and acceptance management budget.

[0125] Step S614: According to the budget proportion of each deliverable, allocate the project planning and acceptance management budget and the project operation process management budget to each deliverable respectively, so as to obtain the management budget allocated to the target deliverables from the project dimension.

[0126] The formula for calculating the project operation process management budget is: Project operation process management budget = (Deliverable project planning budget + Acceptance management budget) × Project-level operation process management coefficient.

[0127] In the project-level and deliverable management budget allocation, the cost calculation module calculates the budget proportion of each deliverable in the project by collecting the dynamic operational budget of each deliverable, the budget of other items, and the sum of the deliverable-level management budget. For project planning and acceptance management tasks, standard operating procedures and quota hours are preset. The cost calculation module automatically outputs the project (planning and acceptance) management budget based on the preset standard operating procedures, quota hours, and labor costs. Through the project planning and acceptance management budget, the cost calculation module automatically outputs the project operation process management budget, i.e.: Project operation process management budget = Project (planning + acceptance) management budget × Operation process management coefficient.

[0128] By calculating the budget proportion of each deliverable in the project, the budget for (deliverable project planning + acceptance management) and the budget for project operation process management are allocated separately. The cost calculation module automatically outputs the deliverable management budget based on the deliverable dimension and management budget, and the project dimension deliverable management budget allocation.

[0129] In this embodiment, the formula for calculating the final management budget is: Final Management Budget = Management Budget for Deliverables + Management Budget for Projects Allocated to Target Deliverables.

[0130] Step S70, Dynamic Total Budget Generation and Monitoring: Sum the dynamic operation budget, other items budget, and final management budget to generate a full-scope dynamic budget for the target deliverables, and monitor budget fluctuations throughout the entire lifecycle of deliverable development in real time.

[0131] In this step, when the dynamic budget for deliverables is generated, the cost calculation module automatically outputs the target dynamic budget for deliverables based on the dynamic operational budget for deliverables, the budget for other matters, and the budget for deliverable management. This enables the monitoring of budget fluctuations throughout the entire lifecycle of deliverable development, preventing the budget from becoming out of sync with the actual situation.

[0132] This invention replaces the traditional manual budgeting model of calculating and calculating costs item by item by item through a pre-set development roadmap library, standardized task system, job-specific labor cost parameters, and automated accounting rules. The system can automatically retrieve basic data such as development roadmap, development tasks, job positions, and standard working hours from the business quotation stage, and automatically calculate the effective development budget with one click. At the same time, through built-in coefficient libraries, it automatically completes the calculation of working hours correction, rework budget, and management budget, eliminating the need for repeated manual calculations and verifications. This not only improves budgeting efficiency but also avoids human errors caused by manual data entry and calculation, ensuring the accuracy and consistency of basic budget data and solving the core problems of low efficiency and high error rate in traditional manual calculation.

[0133] This invention overcomes the core deficiency of traditional static budgets, which cannot be adjusted once prepared. It constructs a two-dimensional dynamic adjustment mechanism covering two core uncertainties: changes in requirements and personnel changes. On the one hand, for design changes, standard changes, and changes in work scope that occur after a business quotation, the development route and tasks can be quickly adjusted. Added, deleted, and replaced tasks are marked with status, and job levels and quota hours are preset, updating the budget in real time. On the other hand, through a job level and time coefficient library, the actual job level can be automatically compared with the preset job level based on the actual talent pool and task allocation of the project team, dynamically correcting the quota hours to adapt to the actual personnel configuration of the project. At the same time, this invention can monitor budget fluctuations throughout the entire lifecycle of deliverable development in real time, enabling the budget to be dynamically updated as the project progresses. This completely avoids the problem of static budgets being out of sync with actual execution, reducing budget overruns and resource waste at the source.

[0134] See Figures 1 to 6 As shown, another embodiment of the present invention also provides a dynamic budget construction system for automotive aftermarket technical data deliverables, including a basic database layer, a core functional module layer, and an output and monitoring layer;

[0135] The basic database layer includes a development route database, a job grade inter-hour coefficient database, a rework cost coefficient database, a management task database, and a work process management coefficient database, which are used to store the basic configuration data, historical data, and rule data required for budget construction.

[0136] The core functional module layer includes:

[0137] The effective development budget generation module is used to retrieve development routes and development tasks from the development route library, and combine them with preset job positions, quota hours and labor costs to generate an effective development budget.

[0138] The effective work budget dynamic adjustment module is used to process change information after business quotation, adjust tasks and mark change status. At the same time, based on the actual allocation of job grades and the time coefficient library between job grades, the standard working hours are dynamically corrected to generate a dynamic effective development budget.

[0139] The rework budget generation module is used to retrieve standard rework cost coefficients based on the brand and category of deliverables, and generate a rework budget by combining it with the dynamic and effective development budget.

[0140] The dynamic task budget summary module is used to sum the dynamic effective development budget and the rework budget to generate a dynamic task budget;

[0141] The Other Items Budget Preset Module is used to preset and generate budgets for other items such as outsourcing fees, consumable fees, and travel expenses based on the deliverables information.

[0142] The management budget calculation module is used to calculate the management budget for deliverables and the allocated management budget for projects, and then sum them to obtain the final management budget.

[0143] The output and monitoring layer includes a dynamic budget aggregation module and a full lifecycle monitoring module. The dynamic budget aggregation module is used to sum the dynamic operation budget, other items budget, and final management budget to generate a full-scope dynamic budget. The full lifecycle monitoring module is used to monitor budget fluctuations throughout the entire lifecycle of deliverable development in real time.

[0144] In this embodiment, the effective operation budget dynamic adjustment module includes:

[0145] The change processing submodule is used to analyze design changes, standard changes, and work scope changes after the business quotation, adjust the development route and tasks, mark the change status of new, deleted, and replaced tasks, and re-preset the job positions and quota hours for new and replaced tasks.

[0146] The time correction submodule is used to compare the actual job level assigned to the task with the preset job level, retrieve the corresponding coefficient from the time coefficient library between job levels, calculate the corrected time, and update the dynamic effective development budget based on the corrected time.

[0147] In this embodiment, the standard rework cost coefficients stored in the rework cost coefficient library are obtained by collecting historical rework cost coefficients of the same brand and type of deliverables and fitting them through data regression analysis; the historical rework cost coefficient = historical rework cost ÷ historical effective operating cost.

[0148] In this embodiment, the management budget accounting module includes:

[0149] The deliverable dimension management budget submodule is used to calculate the planning and acceptance management budget based on the deliverable operation depth, operation standard, operation mode, and review mode, and to calculate the operation process management budget in combination with the operation process management coefficient, and sum them to obtain the deliverable dimension management budget.

[0150] The project-dimensional budget allocation submodule is used to calculate the budget percentage of each deliverable within the project, calculate the project-level planning and acceptance management budget and the project operation process management budget, and allocate them to each deliverable according to the budget percentage to obtain the project-dimensional allocated management budget.

[0151] The Management Budget Summary submodule is used to sum the management budget for deliverables and the allocated management budget for projects to obtain the final management budget.

[0152] In this embodiment, the time coefficient library between job grades stores the time deviation coefficient between the actual job grade and the theoretically preset job grade; when the actual job grade and the preset job grade are the same, the corresponding time deviation coefficient is 1.

[0153] In this embodiment, the management task database stores the planning and acceptance phase management tasks and applicable brand information corresponding to project management and deliverable management; the operation process management coefficient database stores the preset operation process management coefficients at the project level and deliverable level under different brands.

[0154] This invention addresses the unique characteristics of the automotive aftermarket industry, where a single project often involves multiple deliverables and common management costs are difficult to accurately categorize. It constructs a two-tiered management budget system: independent accounting at the deliverable level and reasonable allocation at the project level. Based on the operational depth, standards, and review models of each deliverable, it independently calculates the planning and acceptance management budget and the operational process management budget for each deliverable, achieving accurate accounting of individual deliverable management costs. It also calculates the overall management budget at the project level and fairly allocates the project's common management costs to each deliverable according to its proportion of the total budget within the project. This completely solves the problems of unfounded allocation of project common costs, incomplete deliverable cost accounting, and inconsistent budget standards in the traditional model. It achieves full-level budget control from the project macro level to the deliverable micro level, ensuring clear and traceable total budget for each deliverable, providing precise data support for subsequent profit accounting for individual deliverables and project performance evaluation.

[0155] The foregoing description of specific exemplary embodiments of the invention is for illustrative and explanatory purposes. These descriptions are not intended to limit the invention to the precise forms disclosed, and it will be apparent that many changes and variations can be made in accordance with the foregoing teachings. The exemplary embodiments were chosen and described in order to explain the specific principles of the invention and its practical application, thereby enabling those skilled in the art to implement and utilize various different exemplary embodiments of the invention, as well as various different choices and variations. The scope of the invention is intended to be defined by the claims and their equivalents.

Claims

1. A method for constructing a dynamic budget for automotive after-sales technical data deliverables, characterized in that, Includes the following steps: Effective development budget generation: Retrieve the target deliverable development roadmap and development task list generated in the business quotation stage from the development roadmap library, and generate an effective development budget for the target deliverable by combining the preset job positions, quota hours and corresponding labor costs. Dynamic adjustment of effective work budget: For change information received after the business quotation stage, the development roadmap and development tasks are adjusted and the change status is marked. Based on the change status mark, the job level and quota hours are preset for the newly added and replaced design change tasks. At the same time, based on the job level of the actual task allocation and combined with the job level time coefficient library, the quota hours are dynamically corrected to obtain the dynamic effective development budget of the target deliverable. Rework Budget Generation: Based on the project brand and deliverable category of the target deliverable, the corresponding standard rework cost coefficient is retrieved from the rework cost coefficient library, and combined with the dynamic effective development budget, a rework budget for the target deliverable is generated. Dynamic work budget generation: The dynamic work budget for the target deliverable is obtained by summing the dynamic effective development budget and the rework budget. Other items budget generation: Based on the project brand, deliverable category, and work route information of the target deliverable, preset and generate other items budgets corresponding to outsourcing fees, consumable fees, and travel expenses; Deliverable management budget generation: Calculate the management budget for each deliverable dimension and the management budget allocated to the target deliverables at the project dimension, and sum them to obtain the final management budget for the target deliverables; Dynamic total budget generation and monitoring: The dynamic operation budget, other items budget, and final management budget are summed to generate a full-scope dynamic budget for the target deliverables, and the budget fluctuations throughout the entire life cycle of deliverable development are monitored in real time.

2. The method for constructing a dynamic budget for automotive after-sales technical data deliverables as described in claim 1, characterized in that, The formula for calculating the effective development budget is: Effective development budget = ∑(human cost corresponding to the pre-set job positions for a single development task × the standard working hours of the task).

3. The method for constructing a dynamic budget for automotive after-sales technical data deliverables as described in claim 1, characterized in that, The processing of change information specifically includes: Analyze and process design changes, standard changes, and scope of work changes received after the business quotation stage, and adjust the development roadmap and development tasks accordingly. The adjusted tasks are marked with a change status, which includes addition, deletion, and replacement; For tasks marked as new or replaced, the corresponding job level and fixed working hours are preset.

4. The method for constructing a dynamic budget for automotive aftermarket technical data deliverables as described in claim 3, characterized in that, The specific steps for dynamic adjustment of standard working hours are as follows: A time coefficient library for job grades is created in advance, which stores the time deviation coefficients between the actual job grade and the theoretically preset job grade. Based on the job sequence dependency coding in the development roadmap, deliverable job tasks are output in batches, and development tasks and change tasks are pre-allocated according to the talent hierarchy of the project team. The actual assigned job level is compared with the preset job level, and the corresponding time deviation coefficient is retrieved from the job level time coefficient database to calculate and correct the time. Dynamically and effectively develop budgets are updated based on revised work hours.

5. The method for constructing a dynamic budget for automotive aftermarket technical data deliverables as described in claim 4, characterized in that... The formula for calculating corrected working hours is: Corrected working hours = Preset standard working hours for each job grade × Working hours coefficient between job grades; When the actual job grade is the same as the preset job grade, the corresponding job grade working hour coefficient is 1.

6. The method for constructing a dynamic budget for automotive after-sales technical data deliverables as described in claim 1, characterized in that, The standard rework cost coefficient was determined using a data regression method, specifically: Historical rework cost coefficients for multiple deliverables of the same brand and type in historical projects are collected. The historical rework cost coefficient = historical rework cost ÷ historical effective operating cost. The distribution characteristics of the collected historical data are analyzed, and the standard rework cost coefficients for the corresponding brand and deliverable category are obtained through data regression fitting.

7. The method for constructing a dynamic budget for automotive after-sales technical data deliverables as described in claim 6, characterized in that, The formula for calculating the rework budget is: Rework budget = Dynamic effective development budget for target deliverables × Standard rework cost coefficient.

8. The method for constructing a dynamic budget for automotive after-sales technical data deliverables as described in claim 1, characterized in that, delivery The accounting steps for the item-dimensional management budget are as follows: A management task database and a work process management coefficient database are created in advance; the management task database stores the planning and acceptance phase management tasks and applicable brand information corresponding to project management and deliverable management. The work process management coefficient library stores preset work process management coefficients at the project level and deliverable level under different brands; Based on the operational depth, operational standards, operational mode, and review mode of the target deliverables, standard operational positions and quota hours are preset for the planning and acceptance management tasks of the target deliverables. Combined with the corresponding labor costs, the budget for deliverable planning and acceptance management is calculated. The operational depth includes new development and model upgrades. Based on the project brand and deliverable category of the target deliverable, retrieve the corresponding deliverable-level operation process management coefficient from the operation process management coefficient library, and calculate the deliverable operation process management budget in conjunction with the dynamic and effective development budget. The sum of the budget for deliverable planning and acceptance management and the budget for deliverable operation process management is used to obtain the deliverable dimension management budget.

9. The method for constructing a dynamic budget for automotive aftermarket technical data deliverables as described in claim 8, characterized in that, The specific steps for managing budget allocation at the project level are as follows: Collect dynamic operational budgets, other item budgets, and deliverable-dimensional management budgets for all deliverables under the target project, sum them to obtain the full-scope budget for a single deliverable, and calculate the budget percentage of each deliverable in the project; The budget percentage = total budget for a single deliverable ÷ total total budget for all deliverables within the project; For project-level planning and acceptance management tasks, pre-set standard operating positions and quota hours, and calculate the project planning and acceptance management budget based on the corresponding labor costs. Based on the brand to which the project belongs, retrieve the corresponding project-level operation process management coefficient from the operation process management coefficient library, and calculate the project operation process management budget in conjunction with the project planning and acceptance management budget. Based on the budget proportion of each deliverable, the project planning and acceptance management budget and the project operation process management budget are allocated to each deliverable, resulting in the project-level management budget allocated to the target deliverables.

10. A dynamic budget construction system for automotive after-sales technical data deliverables, characterized in that, The steps for performing the method for constructing a dynamic budget for automotive aftermarket technical data deliverables as described in any one of claims 1-9, wherein the automotive aftermarket technical data deliverables dynamic budget construction system includes a basic database layer, a core functional module layer, and an output and monitoring layer; The basic database layer includes a development route database, a job grade inter-hour coefficient database, a rework cost coefficient database, a management task database, and a work process management coefficient database, which are used to store the basic configuration data, historical data, and rule data required for budget construction. The core functional module layer includes: The effective development budget generation module is used to retrieve development routes and development tasks from the development route library, and combine them with preset job positions, quota hours and labor costs to generate an effective development budget. The effective work budget dynamic adjustment module is used to process change information after business quotation, adjust tasks and mark change status. At the same time, based on the actual allocation of job grades and the time coefficient library between job grades, the standard working hours are dynamically corrected to generate a dynamic effective development budget. The rework budget generation module is used to retrieve standard rework cost coefficients based on the brand and category of deliverables, and generate a rework budget by combining it with the dynamic and effective development budget. The dynamic task budget summary module is used to sum the dynamic effective development budget and the rework budget to generate a dynamic task budget; The Other Items Budget Preset Module is used to preset and generate budgets for other items such as outsourcing fees, consumable fees, and travel expenses based on the deliverables information. The management budget calculation module is used to calculate the management budget for deliverables and the allocated management budget for projects, and then sum them to obtain the final management budget. The output and monitoring layer includes a dynamic budget aggregation module and a full lifecycle monitoring module. The dynamic budget aggregation module is used to sum the dynamic operation budget, other items budget, and final management budget to generate a full-scope dynamic budget. The full lifecycle monitoring module is used to monitor budget fluctuations throughout the entire lifecycle of deliverable development in real time.

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