Method for integrating plot decomposition and quota design

Abstract

The application relates to the field of electronic data processing methods, in particular to a set drawing decomposition and quota design integrated method which comprises the following steps: I. authority management, II. list compilation, III. drawing maintenance, IV. export of professional list, V. import of set drawing decomposition, VI. control processing module and VII. output. The application is high in efficiency, low in cost and convenient and fast.

Description

Technical Field

[0001] This invention relates to the field of document processing methods, specifically an integrated method for drawing decomposition and quota design. Background Technology

[0002] Cost control in Engineering Procurement Construction (EPC) is a core element of project management for engineering companies, reflecting their project management level and profitability; essentially, it's about "improving efficiency through management." Breaking down project budgets into drawings and controlling costs within processes are common cost control management methods in the engineering industry. However, due to the lengthy and broad process involved in drawing breakdown, and the numerous drawing modifications during the process, the engineering industry mostly adopts a manual, offline cost breakdown model. The existing cost limit design management process for EPC projects is as follows:

[0003] 1. The quantities of work in the cost estimate are manually broken down to each specialty, and then further broken down to each unit project and sub-project.

[0004] 2. Each discipline should select and design solutions based on the limited budget, while ensuring functionality.

[0005] 3. After each set of construction drawings is completed, the cost control manager calculates the quantities of work on the drawings.

[0006] 4. After manually reviewing each set of design drawings, the cost control manager multiplies the winning bid unit price by the quantity of work in the drawings to obtain the construction budget for each set of drawings.

[0007] 5. Before the designers officially send out the drawings, the cost control manager will compare the construction drawing budget with the limit. If there is no room for optimization and the limit is indeed exceeded, the paper version will be sent to the designers for approval of exceeding the limit.

[0008] The existing operational model is generally inefficient and prone to errors. Drawing breakdown requires manual intervention, and EPC projects involve large investments, multiple contract sections, and cross-disciplinary management. The initial and final drawings are often revised multiple times, and errors are inevitable in manually calculating investment limits for each specialty, hindering effective cost control. Furthermore, the cost limit design data is scattered among individual cost control managers, lacking online sharing and query capabilities, and failing to form a comprehensive cost limit database to support subsequent project management. In summary, the current offline methods for drawing breakdown, cost limit design, and excess approval are inefficient, costly, and lack convenience. Summary of the Invention

[0009] In order to overcome the shortcomings of the existing technology and provide a document processing method that is efficient, low-cost, convenient and fast, this invention discloses an integrated method for drawing decomposition and quota design.

[0010] The present invention achieves its objective through the following technical solution:

[0011] A method for integrating drawing decomposition and quota design, characterized by the following steps:

[0012] I. Access Control:

[0013] Authorization is based on roles, with the primary responsible party being the professional lead, the secondary responsible party being the project manager, and the tertiary responsible party being the cost control manager. Each role can only see data within their authorized functional modules, effectively ensuring information security and improving system operability. Different roles load different functional modules upon login. The professional lead's main module is the compilation of the corresponding professional list; the project manager's main module is the maintenance of drawing information, exporting lists and drawing information; the professional lead's main function is the breakdown of drawings, importing the list and corresponding quantities after breakdown by drawing set.

[0014] II. List Compilation:

[0015] This table maps design specialties to their respective project leaders, allowing project leaders to see only their own specialty's list. Each list has a specialty field, organizing data by specialty. Maintenance functions include adding, deleting, importing, and exporting. When adding or importing a list, the system automatically populates the specialty attributes based on the selected specialty, establishing a relationship between the specialty and the list. This allows for querying and displaying list data by specialty. The list primarily includes information such as list number, list name, unit price, unit, project characteristics, work content, bid section, tender quantity, and project name. For example, the currently logged-in user can only query data related to their own specialty: architecture, structure, electrical, and industrial furnace; data for other specialties cannot be queried.

[0016] III. Drawing Maintenance:

[0017] The drawing maintenance module mainly includes fields such as drawing number, drawing name, version, and specialty. Drawings are categorized and statistically analyzed by specialty, and after establishing a relationship between the list and drawing number, corresponding specialty and drawing set limits are set by specialty and drawing set. Limits can also be automatically generated directly by specialty, drawing set, and contract section. Flexible configuration options are provided.

[0018] The calculation formula is Σ(the corresponding decomposition quantity of the list * the unit price of the list), and the grouping conditions are profession, drawing set, and section.

[0019] IV. Exporting the list of majors:

[0020] Export a list of items in Excel format by specialty, and fill in the drawing number and breakdown quantity offline. Exported fields include: bid section name, WBS number, drawing number, list number, list name, project characteristics, work content, unit, tender quantity, unit price, already broken down quantity, and quantity broken down in this instance. A unique key column is hidden as a validation criterion during import.

[0021] To facilitate offline management, the drawing number and current breakdown quantity can be filled in after exporting to Excel. The drawing number can be selected from a drop-down menu, with the options being the drawing numbers in the drawing maintenance module. This means the exported Excel file combines drawing information. The already broken-down quantity is automatically calculated based on previous breakdown quantities during export and used as a reference for the current breakdown quantity. Except for the drawing number and current breakdown quantity columns, which are editable, all other columns are locked and cannot be modified or deleted.

[0022] V. Importing and breaking down the set of images:

[0023] After submitting the professional list offline, select the drawing number and the quantity corresponding to this set of drawing numbers for this breakdown, then import it into the system. During import, the system intelligently verifies whether the list is from within the system by hiding the unique key value. During the import process, the system calculates the breakdown amount for the set of drawings or profession in real time by multiplying the quantity for this breakdown by the unit price, which serves as the accurate limit. For professions with multiple sets of drawings, multiple versions of drawings, and multiple changes, you can select the "Overwrite or Append Import" button in the intelligent management system to perform multiple imports and calculations.

[0024] VI. Control and Processing Module:

[0025] Linking the Bill of Quantities with Drawings and Bidding Sections: When importing and breaking down drawings, the Bill of Quantities is linked to the selected drawing number in Excel. If the Bill of Quantities list has bidding section attributes, the linking relationship between the drawings and the Bill of Quantities / Bidding Sections is automatically established.

[0026] Cumulative list breakdown quantity: When importing a set of drawings for breakdown, the cumulative list breakdown quantity is obtained by accumulating the breakdown quantity of each item in the list based on the current breakdown quantity in the Excel file.

[0027] Calculate the bill of quantities limit: Multiply the cumulative bill of quantities by the unit price to obtain the limit for a single bill of quantities item.

[0028] Calculate the bid section limit: Group by bid section, and sum the limits of all items under the bid section as the bid section limit.

[0029] Calculate the quota for a set of drawings: Group by set of drawings, and sum the quotas of all items under the set of drawings as the quota for the set of drawings.

[0030] Calculate the professional quota: Group by professional category and summarize all the list quotas under the professional category as the professional quota;

[0031] Cost Limit Warning: When the sum of the construction drawing quantity and the unit price in the bill of quantities exceeds the cost limit for a particular specialty, it is considered an over-limit. If the limit is exceeded, a notification will be automatically sent to the cost control manager, who will then confirm whether to initiate the over-limit approval process.

[0032] Initiating the over-limit approval process: If the expense control manager initiates the over-limit approval process, the over-limit application form will be generated, which will list the over-limit items by specialty.

[0033] VII. Output:

[0034] Professional budget design query and viewing: Real-time generation of budget designs based on professional standards. If there are changes to the design set, you can compare the budget before and after the initial draft and the revised version, and query and view the results at any time.

[0035] Project Section Budget Design Inquiry and Viewing: Real-time generation of budget design limits by project section, displaying the complete set of drawings for each project section, allowing for easy inquiry and viewing at any time.

[0036] Set of images quota design query and view: Generate quota design by set of images in real time, and display the quota breakdown quantity of each list item, which can be queried and viewed at any time.

[0037] This invention manages the breakdown of drawings and quota design for general contracting projects according to the different roles of professionals, project managers, and cost control managers, with different access permissions. More than 20 specialties are managed collaboratively on the same platform. It enables all tasks such as bill of quantities preparation, drawing catalog maintenance, drawing breakdown, drawing correspondence list, and professional quota indicators to be reported and reviewed online; automatic calculation and summarization; timely warnings for exceeding drawing quota limits; and real-time viewing of drawing quota limits, section limits, and professional limits.

[0038] The present invention has the following beneficial effects:

[0039] 1. By establishing a comprehensive cost control system, we can enhance the cost control awareness of project participants, ensure strict control over each stage of the project, and thus efficiently complete the construction tasks. It is estimated that this will save approximately 10% of the project timeline.

[0040] 2. Through functions such as online breakdown of drawings and intelligent early warning of budget limits, high-precision engineering cost control management can be achieved. It can provide real-time reminders, connect to mobile terminals, break the limitations of time and space, and transmit information to the responsible persons in a timely manner, effectively improving the control accuracy by at least 15%.

[0041] 3. Through multi-disciplinary collaboration, transparent collaboration generates data assets for drawing breakdown and budget-limited design, providing support for subsequent EPC project cost control and management.

[0042] The integrated intelligent management system for drawing set decomposition and quota design implemented in this way can generate investment quotas for each set of drawings. Quotas can be viewed by profession, as well as by drawings and bid sections. Once a drawing is found to exceed the quota, the intelligent management system will automatically remind the cost control manager whether to initiate the quota approval process with one click. It realizes the functions of cost data sharing, online approval, real-time data transmission, automatic summarization, and automatic calculation of quota warning. Attached Figure Description

[0043] Figure 1 This is a flowchart of the present invention.

[0044] Figure 2 This is a functional block diagram for implementing the present invention. Detailed Implementation

[0045] The present invention will be further illustrated below through specific embodiments. Example

[0046] An integrated method for drawing set decomposition and quota design, such as Figure 1 and Figure 2 As shown, proceed with the following steps in sequence:

[0047] I. Access Control:

[0048] Authorization is based on roles, with the primary responsible party being the professional lead, the secondary responsible party being the project manager, and the tertiary responsible party being the cost control manager. Each role can only see data within their authorized functional modules, effectively ensuring information security and improving system operability. Different roles load different functional modules upon login. The professional lead's main module is the compilation of the corresponding professional bill of quantities; the project manager's main module is the maintenance of drawing information, exporting the bill of quantities and drawing information; and the cost control manager's main module is the breakdown of drawings, importing the bill of quantities and corresponding quantities after breakdown by drawing set.

[0049] II. List Compilation:

[0050] This table maps design specialties to their respective project leaders, allowing project leaders to see only their own specialty's list. Each list has a specialty field, organizing data by specialty. Maintenance functions include adding, deleting, importing, and exporting. When adding or importing a list, the system automatically populates the specialty attributes based on the selected specialty, establishing a relationship between the specialty and the list. This allows for querying and displaying list data by specialty. The list primarily includes information such as list number, list name, unit price, unit, project characteristics, work content, bid section, tender quantity, and project name. For example, the currently logged-in user can only query data related to their own specialty: architecture, structure, electrical, and industrial furnace; data for other specialties cannot be queried.

[0051] III. Drawing Maintenance:

[0052] The drawing maintenance module mainly includes fields such as drawing number, drawing name, version, and specialty. Drawings are categorized and statistically analyzed by specialty, and after establishing a relationship between the list and drawing number, corresponding specialty and drawing set limits are set by specialty and drawing set. Limits can also be automatically generated directly by specialty, drawing set, and contract section. Flexible configuration options are provided.

[0053] The calculation formula is: Σ(the corresponding decomposition quantity of the list * the unit price of the list), and the grouping conditions are profession, set of drawings, and section.

[0054] IV. Exporting the list of majors:

[0055] Export a list of items in Excel format by specialty, and fill in the drawing number and breakdown quantity offline. Exported fields include: bid section name, WBS number, drawing number, list number, list name, project characteristics, work content, unit, tender quantity, unit price, already broken down quantity, and quantity broken down in this instance. A unique key column is hidden as a validation criterion during import.

[0056] To facilitate offline management, the drawing number and current breakdown quantity can be filled in after exporting to Excel. The drawing number can be selected from a drop-down menu, with the options being the drawing numbers in the drawing maintenance module. This means the exported Excel file combines drawing information. The already broken-down quantity is automatically calculated based on previous breakdown quantities during export and used as a reference for the current breakdown quantity. Except for the drawing number and current breakdown quantity columns, which are editable, all other columns are locked and cannot be modified or deleted.

[0057] V. Importing and breaking down the set of images:

[0058] After submitting the professional list offline, select the drawing number and the quantity corresponding to this set of drawing numbers for this breakdown, then import it into the system. During import, the system intelligently verifies whether the list is from within the system by hiding the unique key value. During the import process, the system calculates the breakdown amount for the set of drawings or profession in real time by multiplying the quantity for this breakdown by the unit price, which serves as the accurate limit. For professions with multiple sets of drawings, multiple versions of drawings, and multiple changes, you can select the "Overwrite or Append Import" button in the intelligent management system to perform multiple imports and calculations.

[0059] VI. Control and Processing Module:

[0060] Linking the Bill of Quantities with Drawings and Bidding Sections: When importing and breaking down drawings, the Bill of Quantities is linked to the selected drawing number in Excel. If the Bill of Quantities list has bidding section attributes, the linking relationship between the drawings and the Bill of Quantities / Bidding Sections is automatically established.

[0061] Cumulative list breakdown quantity: When importing a set of drawings for breakdown, the cumulative list breakdown quantity is obtained by accumulating the breakdown quantity of each item in the list based on the current breakdown quantity in the Excel file.

[0062] Calculate the bill of quantities limit: Multiply the cumulative bill of quantities by the unit price to obtain the limit for a single bill of quantities item.

[0063] Calculate the bid section limit: Group by bid section, and sum the limits of all items under the bid section as the bid section limit.

[0064] Calculate the quota for a set of drawings: Group by set of drawings, and sum the quotas of all items under the set of drawings as the quota for the set of drawings.

[0065] Calculate the professional quota: Group by professional category and summarize all the list quotas under the professional category as the professional quota;

[0066] Cost Limit Warning: When the sum of the construction drawing quantity and the unit price in the bill of quantities exceeds the cost limit for a particular specialty, it is considered an over-limit. If the limit is exceeded, a notification will be automatically sent to the cost control manager, who will then confirm whether to initiate the over-limit approval process.

[0067] Initiating the over-limit approval process: If the expense control manager initiates the over-limit approval process, the over-limit application form will be generated, which will list the over-limit items by specialty.

[0068] VII. Output:

[0069] Professional budget design query and viewing: Real-time generation of budget designs based on professional standards. If there are changes to the design set, you can compare the budget before and after the initial draft and the revised version, and query and view the results at any time.

[0070] Project Section Budget Design Inquiry and Viewing: Real-time generation of budget design limits by project section, displaying the complete set of drawings for each project section, allowing for easy inquiry and viewing at any time.

[0071] Image set quota design query and viewing: Generate quota designs by image set in real time, and display the quota breakdown quantity for each item in the list. Query and view at any time.

[0072] This invention manages the breakdown of drawings and quota design for general contracting projects according to the different roles of professionals, project managers, and cost control managers, with different access permissions. More than 20 specialties are managed collaboratively on the same platform. It enables all tasks such as bill of quantities preparation, drawing catalog maintenance, drawing breakdown, drawing correspondence list, and professional quota indicators to be reported and reviewed online; automatic calculation and summarization; timely warnings for exceeding drawing quota limits; and real-time viewing of drawing quota limits, section limits, and professional limits.

Claims

1. A method for integrating drawing decomposition and quota design, characterized by: Follow these steps in sequence: I. Access Control: Authorization is based on roles, with at least two responsible persons. Different roles log in and load different functional modules. II. List Compilation: Design a mapping table between majors and primary responsible persons. The primary responsible person can only see their own major list. The list has a major field, and the data is organized by major. When adding or importing the list, the major attribute is automatically filled according to the selected major. That is, the relationship between majors and list is established, and the list data is displayed by major. III. Drawing Maintenance: The drawing maintenance module includes drawing number, drawing name, version, and professional field information. Drawings are classified and counted by corresponding professions. After establishing the relationship between the list and drawing number, the corresponding professional and drawing set limits can be set by profession and drawing set, or the limits can be automatically generated by profession, drawing set, and section, providing flexible configuration options. The calculation formula is: Σ(the corresponding quantity of the bill of quantities * the unit price of the bill of quantities), and the grouping conditions are: specialty, drawing set, and bid section. IV. Exporting the list of majors: Export the list by specialty, and fill in the drawing number and the number of decompositions offline; V. Importing and breaking down the set of images: After filling out the professional list offline, select the drawing number and the quantity corresponding to this set of drawing numbers for this decomposition, and then import it into the system. During the import, the unique key value is hidden to intelligently verify whether the list is a list in the system. During the import process, the amount of the decomposed set of drawings or professional items is calculated in real time by multiplying the quantity of this decomposition by the unit price, which serves as an accurate limit. For a professional item with multiple sets of drawings, multiple versions of drawings, and multiple changes, select the "Overwrite or Append Import" button to perform multiple imports and calculations. VI. Control and Processing Module: Linking the Bill of Quantities with Drawings and Bids: When importing and disassembling drawings, the Bill of Quantities is linked to the selected drawing number in the file. If the Bill of Quantities list has the attributes of bids, the association between the drawings and the Bill of Quantities and bids is automatically established. Limit decomposition principle: Based on the limit indicators of each section and each specialty in the cost indicators, the calculation formula is: ∑ Bill of Quantities * Comprehensive Unit Price. Combined with the drawing numbers and names of each specialty in the construction drawing issuance plan, the limit is decomposed to the limit of each section, specialty, and set of drawings. Quota warning: When the sum of the construction drawing quantity of the professional list and the unit price of the list exceeds the professional quota, it is considered to exceed the quota. If the quota is exceeded, a notification will be automatically sent to the third person in charge, who will then confirm whether to initiate the quota approval process. Initiating the over-limit approval process: If the third-party responsible person initiates the over-limit approval process, the over-limit application form will be generated, which will list the over-limit items by profession. VII. Output: Professional budget design query and viewing: Real-time generation of budget designs based on professional standards. If there are changes to the design set, you can compare the budget before and after the initial draft and the revised version, and query and view the results at any time. Project Section Budget Design Inquiry and Viewing: Real-time generation of budget design limits by project section, displaying the complete set of drawings for each project section, allowing for easy inquiry and viewing at any time. Set of images quota design query and view: Generate quota design by set of images in real time, and display the quota breakdown quantity of each list item, which can be queried and viewed at any time.

2. The integrated method for drawing decomposition and quota design as described in claim 1, characterized in that: In step one, Authorization is based on roles, with three levels: First Person in Charge, Second Person in Charge, and Third Person in Charge. Each role can only see data for the functional modules within their authorized scope. Different roles load different functional modules upon login. The First Person in Charge is responsible for compiling the list of items for their respective specialty; the Second Person in Charge is responsible for maintaining drawing information and exporting the list of items and drawing information. The third person in charge is responsible for the breakdown of drawings, importing the list of items and corresponding quantities after the breakdown of drawings; In step two, the displayed list data includes: list number, list name, unit price, unit, project characteristics, work content, bid section, tender quantity, and project name information; In step four, the exported fields include: bid section name, WBS number, drawing number, list number, list name, project characteristics, work content, unit, tender quantity, unit price, already decomposed quantity, and this decomposed quantity. A column of unique key values ​​is also hidden as the basis for verification during import. The drawing number and the quantity of this decomposition provide export and reporting functions. The drawing number is selected from the drop-down menu, and the drop-down options are the drawing numbers in the drawing maintenance module. That is, the exported file combines the drawing information. The quantity of decomposition will be automatically calculated based on the previous decomposition quantities during export and used as a reference for the quantity of this decomposition. Except for the two columns of drawing number and quantity of this decomposition, which can be modified, the other columns are locked and cannot be modified or deleted.

Images