Whole-process management consultation investment control system management method and platform

Abstract

The invention relates to a whole-process management consultation investment control system management method and platform. The method comprises the steps of obtaining a total investment budget of a project, participants of all stages and stage investment budgets; in the execution process of each stage of the project, when the sum of the actual execution amount of each participant is greater than the stage investment budget of the stage, giving risk prompt information, and if the sum of the deviation of the investment amount of all the executed stages is greater than a preset control threshold, giving a stage budget adjustment prompt; when the risk prompt information is received, the actual execution amount of each participant in the stage of giving the risk prompt information is checked, and each participant gives a description document; and after the stage budget adjustment prompt is received, reducing the stage investment budget of the non-execution stage of the project. Compared with the prior art, a digital investment control system is established, the expenditure in the project execution process can be monitored and controlled, the control difficulty of the overall expenditure is reduced, and the working efficiency and quality are improved.

Description

Technical Field

[0001] The present invention relates to the technical field of engineering management, and in particular to a management method and platform for a full-process management consulting investment control system. Background Art

[0002] Full-process engineering consulting refers to providing engineering consulting services in various aspects such as organization, management, economy and technology from the entire process of project decision-making to operation, including full-process engineering project management, investment consulting, investigation, design, cost consulting, bidding agency, supervision, operation and maintenance consulting and BIM consulting and other professional consulting services. Among them, investment management is an important consulting module in full-process engineering consulting.

[0003] However, due to the long construction time span and the large number of people involved, traditional management and settlement are difficult to control. The actual expenditures will fluctuate with the investment estimates, resulting in a certain degree of discrepancy between the actual expenditures and the investment estimates. Multiple accumulations can easily make it more difficult for the construction party to control the overall expenditure of the project. Therefore, it is necessary to establish a digital investment control management system. Summary of the invention

[0004] The purpose of the present invention is to overcome the defects of the above-mentioned prior art and provide a full-process management consulting investment control system management method and platform.

[0005] The purpose of the present invention can be achieved by the following technical solutions:

[0006] According to a first aspect of the present invention, there is provided a whole-process management consulting investment control system management method, comprising the following steps:

[0007] S1. Obtain the participants at each stage of the project, the total investment budget of the project and the stage investment budget of each stage of the project;

[0008] S2. During the execution of each stage of the project, the actual execution amount of each participant is recorded. When the total actual execution amount of each participant is greater than the stage investment budget of that stage, a risk warning message is given. After each stage of the project is completed, the investment amount deviation of that stage is calculated. The investment amount deviation is the difference between the total actual execution amount of all participants in that stage and the stage investment budget. If the sum of the investment amount deviations of all executed stages is greater than the preset control threshold, a stage budget adjustment prompt is given;

[0009] S3. When receiving risk warning information, check the actual execution amount of each participant during the stage where the risk warning information is given, and each participant shall issue an explanation document; after receiving the stage budget adjustment prompt, reduce the stage investment budget of the project that has not been executed.

[0010] Furthermore, the control value is a preset constant value.

[0011] Furthermore, after step S1, it also includes: obtaining a phase execution plan of the project, determining the start and end time of each phase of the project according to the phase execution plan, and executing step S2 based on the start and end time of the project.

[0012] Furthermore, the explanatory document includes: influencing factors, estimated settlement, and actual settlement, and the influencing factors include design changes, market price fluctuations, and losses.

[0013] Furthermore, reducing the stage investment budget of the unexecuted stage of the project specifically means: reducing the stage investment budget of the unexecuted stage of the project proportionally so that the total reduction in the stage investment budget of the unexecuted stage of the project is equal to the difference between the sum of the investment amount deviations of all executed stages and a preset control threshold.

[0014] Furthermore, the total investment budget of the project and the budgets for each stage of the project are determined by investors, builders and managers.

[0015] According to a second aspect of the present invention, there is provided a full-process management consulting investment control system management platform, comprising:

[0016] The project management module records the participants at each stage of the project and obtains the total investment budget of the project and the stage investment budget of each stage of the project;

[0017] The amount accounting module records the actual execution amount of each participant during the execution of each stage of the project, and calculates the investment amount deviation of each stage after the execution of each stage of the project is completed. The investment amount deviation is the difference between the sum of the actual execution amounts of all participants in the stage and the stage investment budget;

[0018] The risk warning module is configured to give risk warning information when the total actual execution amount of each participant is greater than the stage investment budget of that stage;

[0019] An adjustment prompt module is configured to give a stage budget adjustment prompt when the sum of the investment amount deviations of all executed stages is greater than a preset control threshold;

[0020] The processing module, when receiving risk warning information, verifies the actual execution amount of each participant in the stage where the risk warning information is given, and each participant issues an explanation document; after receiving the stage budget adjustment prompt, reduces the stage investment budget of the project that has not been executed.

[0021] Furthermore, the amount accounting module displays the actual execution amount of each participant during the execution of each stage of the project and the investment amount deviation after the stage execution is completed through an EXCEL table.

[0022] Furthermore, it also includes a time reminder module, which obtains the stage execution plan of the project, determines the start and end time of each stage of the project according to the stage execution plan, and issues a accounting reminder before the start and end time of the project.

[0023] Furthermore, the explanatory document includes: influencing factors, estimated settlement, and actual settlement, and the influencing factors include design changes, market price fluctuations, and losses.

[0024] Compared with the prior art, the present invention has the following beneficial effects:

[0025] A digital investment control system has been established, which can monitor and control expenditures during project execution to reduce the difficulty of overall expenditure control and improve work efficiency and quality. BRIEF DESCRIPTION OF THE DRAWINGS

[0026] Figure 1 Provide a flowchart of the investment control system management method for the whole process management consultation;

[0027] Figure 2 Provide a schematic diagram of the architecture of the investment control system management platform for the whole process management consultation;

[0028] Figure numerals: 1. Project management module, 2. Amount accounting module, 3. Risk warning module, 4. Adjustment warning module, 5. Processing module. DETAILED DESCRIPTION

[0029] The present invention is described in detail below in conjunction with the accompanying drawings and specific embodiments. This embodiment is implemented on the premise of the technical solution of the present invention, and a detailed implementation method and a specific operation process are given. Obviously, the described embodiment is only an embodiment of a part of the present invention, not all embodiments, and the protection scope of the present invention is not limited to the following embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without making creative work should fall within the scope of protection of the present invention.

[0030] "One embodiment" or "embodiment" referred to herein refers to a specific feature, structure or characteristic that may be included in at least one implementation of the present invention. In the description of the present invention, it should be understood that the terms "first", "second" and "third" in the specification and claims of the present invention and the above-mentioned drawings are used to distinguish different objects, rather than to describe a specific order. In addition, the terms "including" and "having" and any variations thereof are intended to cover non-exclusive inclusions. For example, a process, method, system, product or device that includes a series of steps or units is not limited to the listed steps or units, but optionally includes steps or units that are not listed, or optionally includes other steps or units that are inherent to these processes, methods, products or devices.

[0031] This specification provides method operation steps such as embodiments or flowcharts, but more or fewer operation steps may be included based on conventional or non-creative labor. The order of steps listed in the embodiments is only one way of executing the order of many steps and does not represent the only execution order. When the actual system or server product is executed, it can be executed in sequence or in parallel (for example, in a parallel processor or multi-threaded processing environment) according to the method shown in the embodiments or the drawings, or the execution order of steps without timing restrictions can be adjusted.

[0032] Embodiment 1:

[0033] According to a first aspect of the present invention, there is provided a whole-process management consulting investment control system management method, comprising the following steps:

[0034] S1. Obtain the participants at each stage of the project, the total investment budget of the project and the stage investment budget of each stage of the project;

[0035] The total investment budget of the project and the budgets for each stage of the project are determined by the investor, builder and manager. Specifically, the designer will give a design concept plan, conduct a feasibility study and investment estimate, and weave the total investment budget of the project according to the design intention. It is necessary to conduct a comprehensive time investigation from the construction, materials, equipment, labor costs, etc., to control the project cost and quantity within the limit. For the costs that cannot be accurately priced, they can be estimated based on experience, such as the labor wages of construction workers, considering the price level and its fluctuation range, etc.

[0036] According to the construction design, the project can be divided into multiple stages. The stage investment budget of each stage can be given a range based on the construction content, time length, material estimation, etc. of each stage. The total investment budget of the project can be obtained by combining the stage investment budgets of all stages.

[0037] After step S1, the process further includes: obtaining a phase execution plan for the project, determining the start and end time of each phase of the project according to the phase execution plan, and executing step S2 based on the start and end time of the project. Step S2 is as follows:

[0038] S2. During the execution of each stage of the project, the actual execution amount of each participant is recorded. When the total actual execution amount of each participant is greater than the stage investment budget of that stage, a risk warning message is given. After the execution of each stage of the project is completed, the investment amount deviation of that stage is calculated. The investment amount deviation is the difference between the total actual execution amount of all participants in that stage and the stage investment budget. If the sum of the investment amount deviations of all executed stages is greater than the preset control threshold, a stage budget adjustment prompt is given;

[0039] It is understandable that if there is a deviation between the actual construction and the plan, resulting in the total actual execution amount being less than or greater than or equal to the stage investment budget, when the total actual execution amount is less than the stage investment budget, the investment amount deviation is a negative value. Therefore, the sum of the investment amount deviations of all executed stages represents the deviation between all expenditures and the expected investment budget when the project is executed to the current stage.

[0040] Among them, the control value can be a preset constant value, such as 30,000 yuan, 100,000 yuan, 8% of the total investment budget of the project, etc. After the execution of any stage of the project, if it is found that the sum of the investment deviations of the executed stages is greater than the preset control threshold, it means that the actual execution amount of the executed stages exceeds the investment budget and the excess amount is large. In order to ensure that the overall expenditure of the project is compatible with the investment budget, it is necessary to reduce the budget of the subsequent unexecuted stages. The specific means of reduction can be determined by investors, builders and managers, such as adjusting project plans, improving supervision to improve construction efficiency and quality, saving construction time, optimizing cost expenditure, etc.

[0041] S3. When receiving risk warning information, check the actual execution amount of each participant during the stage where the risk warning information is given, and each participant shall issue an explanation document; after receiving the stage budget adjustment prompt, reduce the stage investment budget of the project that has not been executed.

[0042] The explanatory document includes: influencing factors, estimated settlement, and actual settlement. The influencing factors include design changes, market price fluctuations, and losses. That is, the parties involved are required to explain why the actual execution amount exceeds the investment budget, so as to strengthen the budget expenditure situation and standardize expenditure behavior. This also provides experience guidance for the execution and expenditure in the subsequent stages, which helps with expenditure management.

[0043] Reducing the stage investment budget of the unexecuted stage of the project specifically means: reducing the stage investment budget of the unexecuted stage of the project in proportion, so that the reduction in the total stage investment budget of the unexecuted stage of the project is equal to the difference between the sum of the investment amount deviations of all executed stages and the preset control threshold.

[0044] It is understandable that, since the construction contents of each stage are different, the investment budgets divided therein are also different. In order to allow the unexecuted stage to offset the budget exceeded by the previous executed stage, the stage investment budget of the unexecuted stage must be reduced. In this embodiment, the investment budget of each unexecuted stage is not reduced by the same value, but by the same proportion.

[0045] The present invention also provides a full-process management consulting investment control system management platform, including:

[0046] Project management module 1, records the participants in each stage of the project, obtains the total investment budget of the project and the stage investment budget of each stage of the project;

[0047] Amount accounting module 2, during the execution of each stage of the project, records the actual execution amount of each participant, and calculates the investment amount deviation of each stage after the completion of each stage of the project. The investment amount deviation is the difference between the sum of the actual execution amounts of all participants in the stage and the stage investment budget;

[0048] The risk warning module 3 is configured to give risk warning information when the total actual execution amount of each participant is greater than the stage investment budget of the stage;

[0049] The adjustment prompt module 4 is configured to give a stage budget adjustment prompt when the sum of the investment amount deviations of all executed stages is greater than a preset control threshold;

[0050] Processing module 5, when receiving risk warning information, verifies the actual execution amount of each participant in the stage where the risk warning information is given, and each participant issues an explanation document; after receiving the stage budget adjustment prompt, reduces the stage investment budget of the project that has not been executed.

[0051] Reducing the stage investment budget of the unexecuted stage of the project specifically means: reducing the stage investment budget of the unexecuted stage of the project in proportion, so that the reduction in the total stage investment budget of the unexecuted stage of the project is equal to the difference between the sum of the investment amount deviations of all executed stages and the preset control threshold.

[0052] The amount accounting module uses an EXCEL table to display the actual execution amount of each participant during the execution of each stage of the project and the investment amount deviation after the stage is completed.

[0053] It also includes a time reminder module, which obtains the project's phase execution plan, determines the start and end time of each phase of the project based on the phase execution plan, and issues accounting reminders before the start and end time of the project.

[0054] Those skilled in the art can clearly understand that, for the convenience and brevity of description, the specific working process of the described module can refer to the corresponding process in the aforementioned method embodiment, and will not be repeated here.

[0055] The preferred specific embodiments of the present invention are described in detail above. It should be understood that a person skilled in the art can make many modifications and changes based on the concept of the present invention without creative work. Therefore, any technical solution that can be obtained by a person skilled in the art through logical analysis, reasoning or limited experiments based on the concept of the present invention on the basis of the prior art should be within the scope of protection determined by the claims.

Claims

1. A whole-process management consulting investment control system management method, characterized in that: The following steps are involved: S1. Obtain the participants at each stage of the project, the total investment budget of the project and the stage investment budget of each stage of the project; S2. During the execution of each stage of the project, the actual execution amount of each participant is recorded. When the total actual execution amount of each participant is greater than the stage investment budget of that stage, a risk warning message is given. After each stage of the project is completed, the investment amount deviation of that stage is calculated. The investment amount deviation is the difference between the total actual execution amount of all participants in that stage and the stage investment budget. If the sum of the investment amount deviations of all executed stages is greater than the preset control threshold, a stage budget adjustment prompt is given; S3. When receiving risk warning information, check the actual execution amount of each participant during the stage where the risk warning information is given, and each participant shall issue an explanation document; after receiving the stage budget adjustment prompt, reduce the stage investment budget of the project that has not been executed.

2. A full-process management consulting investment control system management method according to claim 1, characterized in that: The control value is a preset constant value.

3. A whole-process management consulting investment control system management method according to claim 1, characterized in that: After step S1, the process also includes: obtaining a phase execution plan for the project, determining the start and end time of each phase of the project according to the phase execution plan, and executing step S2 based on the start and end time of the project.

4. A whole-process management consulting investment control system management method according to claim 1, characterized in that: The explanatory document includes: influencing factors, estimated settlement, and actual settlement. The influencing factors include design changes, market price fluctuations, and losses.

5. A whole-process management consulting investment control system management method according to claim 1, characterized in that: Reducing the stage investment budget of the unexecuted stage of the project specifically means: reducing the stage investment budget of the unexecuted stage of the project in proportion, so that the reduction in the total stage investment budget of the unexecuted stage of the project is equal to the difference between the sum of the investment amount deviations of all executed stages and the preset control threshold.

6. A whole-process management consulting investment control system management method according to claim 1, characterized in that: The total investment budget of the project and the budgets for each stage of the project are determined by the investors, builders and managers.

7. A full-process management consulting investment control system management platform, characterized in that: include: The project management module records the participants at each stage of the project and obtains the total investment budget of the project and the stage investment budget of each stage of the project; The amount accounting module records the actual execution amount of each participant during the execution of each stage of the project, and calculates the investment amount deviation of each stage after the execution of each stage of the project is completed. The investment amount deviation is the difference between the sum of the actual execution amounts of all participants in the stage and the stage investment budget; The risk warning module is configured to give risk warning information when the total actual execution amount of each participant is greater than the stage investment budget of that stage; An adjustment prompt module is configured to give a stage budget adjustment prompt when the sum of the investment amount deviations of all executed stages is greater than a preset control threshold; The processing module, upon receiving the risk warning information, verifies the actual execution amount of each participant during the period when the risk warning information is given, and each participant issues an explanation document; After receiving the stage budget adjustment prompt, reduce the stage investment budget of the unexecuted stage of the project.

8. A full-process management consulting investment control system management platform according to claim 7, characterized in that: The amount accounting module displays the actual execution amount of each participant during the execution of each stage of the project and the investment amount deviation after the stage is completed through an EXCEL table.

9. A full-process management consulting investment control system management platform according to claim 7, characterized in that: It also includes a time reminder module, which obtains the stage execution plan of the project, determines the start and end of each stage of the project according to the stage execution plan, and issues a settlement reminder before the start and end time of the project.

10. A full-process management consulting investment control system management platform according to claim 7, characterized in that: The explanatory document includes: influencing factors, estimated settlement, and actual settlement. The influencing factors include design changes, market price fluctuations, and losses.

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