Project external task progress monitoring system and monitoring method based on process management
By adopting a project external task progress monitoring system based on process management in engineering construction projects, real-time monitoring and approval of the progress of external tasks solves the problem of difficult control of external tasks and schedule delays, and improves the efficiency and accuracy of project management.
Patent Information
- Application Number
- CN202411212636.2
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-08-30
- Publication Date
- 2025-01-21
AI Technical Summary
In engineering construction projects, external tasks are responsible and implemented by external units throughout the process, and the superior units find it difficult to control detailed information, resulting in a lack of effective control, which is prone to problems such as out of control of tasks and delayed progress.
Using process -based project external task progress monitoring system, including task trigger unit, collaborative operating unit, progress computing unit, and progress approval unit, through the collaborative work of these units, real -time monitoring and calculation of external tasks, and approval to ensure that ensure that The accuracy and controllability of progress.
Through detailed project management and real-time progress monitoring, management omissions are reduced, project execution efficiency is improved, the project is ensured to advance as scheduled, and progress deviations caused by information asymmetry or misunderstandings are avoided.
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Figure CN119338395A_ABST
Abstract
Description
Technical Field
[0001] The present invention belongs to the technical field of task monitoring, and in particular relates to a project external task progress monitoring system and a monitoring method based on process management. Background Art
[0002] At present, domestic enterprises are still in the initial stage of building technology innovation management information systems, and there are still many deficiencies in the technical architecture. On the basis of the organizational system and operation mechanism of enterprise technology centers at all levels constituting the core of management, strengthening information construction, applying modern computer technology to build management information systems, and improving the innovation efficiency and management level of enterprise technology centers at all levels have become important tasks for enterprise technology centers at all levels.
[0003] For enterprises related to the engineering construction industry, due to the long cycle and high complexity of engineering construction projects, engineering construction projects are generally not planned, implemented, accepted and delivered by a single unit or enterprise alone. Instead, the project content is usually split and delegated step by step starting from the initial responsible unit or enterprise, and a tree-like collaborative relationship network is established with the engineering construction project as the center. The actual operation of the project is carried out by the organizations or units at the end of each relationship network, and finally all levels report their implementation results upward and summarize them to complete the entire project.
[0004] When the responsible units of projects at all levels carry out project management, the different types of tasks formed by splitting the projects are called "external tasks", among which those that need to be delegated to external units and are responsible for their implementation and reporting of results are called "external tasks". Since external tasks are fully responsible for and implemented by external units, the superior units cannot control the detailed information. Therefore, there is often a lack of effective control over external tasks, which can easily lead to consequences such as loss of control of tasks and delayed progress. Summary of the invention
[0005] The purpose of the present invention is to provide a project external task progress monitoring system and monitoring method based on process management, so as to solve the problem that there is a lack of effective control over external tasks, and the progress is easily delayed due to task loss of control.
[0006] To achieve the above object, the present invention adopts the following technical solutions:
[0007] A project external task progress monitoring system based on process management includes a task triggering unit, a collaborative operation unit, a progress calculation unit and a progress approval unit; the task triggering unit and the progress calculation unit are both connected to the collaborative operation unit, and the progress approval unit is connected to the progress calculation unit; the task triggering unit is used to generate and publish external tasks, and the collaborative operation unit is used to record the business and communication data of the external tasks in the collaborative operation process; the progress calculation unit is used to calculate the execution progress of the external tasks based on the business and communication data of the external tasks, and the progress approval unit is used to approve the calculated execution progress and the actual execution progress.
[0008] Furthermore, the collaborative work unit and the progress calculation unit are also connected to the process control unit, which is used to set the work content tasks, the connection relationship between tasks and work modules, and the progress weight ratio of each task during the task execution process; the calculation results of the progress calculation unit are fed back to the process control unit.
[0009] Furthermore, the task triggering unit includes a project management unit and a project delegation unit, and the external tasks generated by the project management unit are published externally through the project delegation unit.
[0010] Furthermore, the collaborative operation unit and the progress calculation unit are also connected to a data storage unit, and the data storage unit is used to classify and store data results generated during the business collaborative operation process.
[0011] Further, the project external task progress monitoring method based on process management includes the following steps:
[0012] The task triggering unit delegates tasks to the outside;
[0013] Receive the task delegation form issued by the task trigger unit, confirm the task content and control boundary, confirm that the delegated project is accepted and enter the project list, and establish a business collaboration connection channel;
[0014] Based on the business collaborative operation connection channel, the process control of the current task is started through the process control unit, and the task content of the process control, the connection relationship between the task and the operation module, and the progress weight ratio of each task are set;
[0015] The progress calculation unit obtains the content and execution status of all collaborative tasks in real time, calculates the progress of process control tasks based on the execution status of collaborative tasks, and then calculates the overall real-time progress of the entire process control by weighted method;
[0016] The actual progress of external tasks is verified and approved through the progress approval unit.
[0017] Furthermore, the task triggering unit delegates tasks to the outside, including:
[0018] After starting project management, the project plan is prepared through the project management unit, and the project is split into multiple executable tasks; according to the project planning or bidding process or the sub-item outsourcing contract, the task is delegated to the outside through the project delegation unit.
[0019] Furthermore, the progress calculation unit obtains the content and execution status of all collaborative tasks in real time, and calculates the progress of the process control task according to the execution status of the collaborative tasks, and then calculates the overall real-time progress of the entire process control by weighted method, including:
[0020] The external task sets its progress to P;
[0021] The overall progress of process control is recorded as P m , the project execution progress reported by the collaborative work unit is recorded as P r , through P m and P r The value of is used to approve the final progress P of the external task.
[0022] Furthermore, when process control is executed, n process tasks that need to be executed will be set, and the progress of the kth process task is recorded as P mk (1≤k≤n), and when setting the process task, set the progress calculation weight of the kth process task to W mk (1≤k≤n), calculate the overall progress of process control through the progress of each process task;
[0023] The progress P of the kth process task mk The calculation is based on the current process task assignment or the progress of the associated collaborative task. The progress of the collaborative task is calculated using the binary method, with the progress of the unfinished task being 0% and the progress of the completed task being 100%.
[0024] Furthermore, if the kth process task is associated with i collaborative tasks, of which s collaborative tasks have been completed; the progress at the beginning of the collaborative task is recorded as 0%, and the progress at the completion of the task is recorded as 100%;
[0025] Then the progress of the kth process task is:
[0026]
[0027] If t collaborative tasks are added to the k-th process task at this time, the progress of the k-th process task is updated to:
[0028]
[0029] After each process task progress is updated, the overall progress of process control is updated synchronously:
[0030]
[0031] Furthermore, the actual progress of external tasks is verified and approved by the progress approval unit, including:
[0032] Positive progress according to process management P m and external reporting of implementation progress r As a basis for verification and approval, the final progress P of the current external task is determined.
[0033] Compared with the prior art, the present invention has the following technical effects:
[0034] The present invention divides the project into multiple executable tasks through the project management unit, and clarifies the task leader, making project management clearer and more organized. This detailed management method helps to reduce management omissions and improve the efficiency of project execution. The establishment of the project delegation unit and the collaborative operation unit enables the project entrusting party and the receiving party to quickly establish a collaborative relationship, and realize efficient communication of business and data through the collaborative operation unit. This not only improves the convenience of collaborative operations, but also promotes close cooperation between the two parties, which helps the smooth progress of the project.
[0035] The combined use of the process control unit and the progress calculation unit of the present invention enables project managers to monitor the execution of tasks in real time and calculate the execution progress of each task based on relevant data. This real-time process control helps to find problems and adjust plans in a timely manner to ensure that the project is carried out according to the predetermined goals.
[0036] The progress approval unit of the present invention allows the person in charge of task management to approve the overall progress calculated in real time by process control while reporting the execution progress to external units. This double verification method greatly improves the accuracy of progress approval and avoids progress deviations caused by information asymmetry or misunderstanding. The data storage unit classifies and formats the data and information generated throughout the project, providing strong data support for subsequent analysis, evaluation and improvement of the project. The effective management and utilization of such data resources will help enterprises continuously improve their project management level and achieve continuous improvement.
[0037] The present invention uses modular design so that each functional unit can be operated and upgraded relatively independently. This design method not only improves the flexibility of the system, but also facilitates functional expansion or optimization according to actual needs to adapt to project management needs of different sizes and types. Detailed data records are left at each step in the entire project management process, which significantly improves the transparency and traceability of project management. This helps to build trust among project team members, reduce misunderstandings and conflicts, and also helps to summarize experience and conduct review analysis after the project is completed. BRIEF DESCRIPTION OF THE DRAWINGS
[0038] Figure 1 This is a system structure diagram of the present invention.
[0039] Figure 2 This is a logic block diagram of the present invention. DETAILED DESCRIPTION
[0040] The present invention is further described below in conjunction with the accompanying drawings:
[0041] Example 1, please refer to Figure 1 The project external task progress monitoring system based on process management includes a task triggering unit, a collaborative operation unit, a progress calculation unit and a progress approval unit; the task triggering unit and the progress calculation unit are both connected to the collaborative operation unit, and the progress approval unit is connected to the progress calculation unit; the task triggering unit is used to generate and publish external tasks, and the collaborative operation unit is used to record the business and communication data of external tasks in the collaborative operation process; the progress calculation unit is used to calculate the execution progress of external tasks according to the business and communication data of external tasks, and the progress approval unit is used to approve the calculated execution progress and the actual execution progress.
[0042] The present invention completes the calculation of process control progress through the progress algorithm logic preset by process management, and compares it with the project execution progress reported by the project recipient, so as to more accurately control the execution progress of external tasks. The project is divided into multiple executable tasks through the project management unit, and the task leader is clearly identified, making project management clearer and more organized. This detailed management method helps to reduce management omissions and improve the efficiency of project execution.
[0043] Embodiment 2, the present invention provides a project external task progress monitoring system based on process management, the system includes a business logic idea based on process management, and calculates the progress and completion of external tasks by monitoring the collaborative work content between the unit and the external unit, including the following units:
[0044] Project Management Unit
[0045] The project management unit is a functional unit for the current unit to carry out project management activities such as project splitting and execution in order to complete engineering construction projects. Through this unit, various types of tasks including external tasks can be created in the project.
[0046] Project Assignment Unit
[0047] This functional unit is used to delegate the external tasks created by project management to their respective collaborative units, and after the external units receive the external tasks delegated by this unit, establish a project collaborative working relationship between the two parties, and provide a collaborative channel for subsequent collaborative work between the two parties.
[0048] Collaborative work unit
[0049] The collaborative work unit provided by the integration of several major work modules of process management provides business and data exchanges between the task assignor and the recipient during the project collaborative work process, including the issuance of project requirements by the assignor, the delivery of intermediate project materials and results by the recipient, intermediate inspection of the project implementation process and acceptance review of project results.
[0050] Process control unit
[0051] The process operation control unit generated based on process management logic is used by external task managers to monitor and manage the operation status of the task. At the same time, this functional unit can directly issue operation tasks to corresponding operators, who will execute them through the collaborative operation unit functional module.
[0052] Schedule calculation unit
[0053] This functional unit can capture the work content and progress of the collaborative work unit in real time, calculate the execution progress of each process control task based on the relevant work data, and feed back the execution progress of the task to the process control unit.
[0054] Progress Approval Unit
[0055] This functional unit is used by the task manager to summarize the process execution progress obtained by the progress calculation unit through process control calculation and the external progress reported by the external units through the collaborative work unit, and to make the final approval of the external tasks. After the approval is completed, the progress of the external tasks will be reported to the project management.
[0056] Data storage unit
[0057] This function is used to classify and store the data results generated by various units such as project management and process management during business collaboration.
[0058] The division of modules in the embodiments of the present invention is schematic and is only a logical function division. There may be other division methods in actual implementation. In addition, each functional module in each embodiment of the present invention may be integrated into one processor, or may exist physically separately, or two or more modules may be integrated into one module. The above-mentioned integrated modules may be implemented in the form of hardware or in the form of software functional modules.
[0059] Example 3, please refer to Figure 2 The present invention provides a method for monitoring the progress of external tasks of a project based on process management.
[0060] Step 1: After starting project management, the enterprise unit will prepare a project plan through the project management unit, split the project into multiple executable tasks, including external tasks and various types of tasks, and designate a person in charge of each task.
[0061] Step 2: The person in charge of task management of external tasks delegates tasks to external enterprise units through the project delegation unit based on project planning or bidding process or sub-item outsourcing contracts;
[0062] By using project management units to split a project into multiple executable tasks and clearly identifying the person in charge of each task, project management becomes clearer and more organized. This detailed management method helps reduce management omissions and improves the efficiency of project execution.
[0063] Step 3: The external enterprise unit obtains the project delegation form issued by the enterprise unit through the project delegation unit, and makes a preliminary confirmation of the project content and control boundary. After confirming and accepting the delegated project, it enters its project list. At this time, the enterprise unit project and the external enterprise unit project establish a business collaboration operation connection channel;
[0064] The establishment of project delegation units and collaborative work units enables the project entrustor and recipient to quickly establish a collaborative relationship and achieve efficient communication of business and data through collaborative work units. This not only improves the convenience of collaborative work, but also promotes close cooperation between the two parties, which helps the smooth progress of the project.
[0065] Step 4: The task management person in charge starts the process control of the current task through the process control unit, and sets the work content tasks of the process control, the connection relationship between the tasks and the work modules, and the progress weight ratio of each task.
[0066] Step 5: The task management person in charge assigns collaborative work tasks to the business collaborators of the enterprise unit based on each work content task. The business collaborators will execute the work and can also obtain the collaborative work tasks performed independently by the business operators.
[0067] The combined use of process control units and progress calculation units enables project managers to monitor the execution of tasks in real time and calculate the execution progress of each task based on relevant data. This real-time process control helps to identify problems and adjust plans in a timely manner to ensure that the project proceeds as planned.
[0068] Step 6: Business collaborators of the enterprise unit collaborate with external enterprise units through collaborative work units based on the collaborative work connection channel, and automatically store the results of the collaborative work.
[0069] Step 7: The progress calculation unit obtains the content and execution status of all collaborative tasks of the business collaborators of the unit in real time, calculates the progress of the process control tasks according to the execution status of the collaborative tasks, and then calculates the overall real-time progress of the entire process control by weighted method.
[0070] Step 8: When the external enterprise unit reports the progress of the delegated project execution on a daily basis, the task management person in charge shall verify and approve the actual progress of the external task through the progress approval unit. In the process of approval, in addition to checking the reporting content and results of the external unit, the overall progress of the real-time calculation of process control can be obtained simultaneously.
[0071] Step 9: The person in charge of task management will report the final approved progress, which will be included in the calculation of project management progress as the final progress of the external task.
[0072] The progress approval unit allows the person in charge of task management to approve the overall progress calculated in real time by process control while reporting the execution progress of external units. This double verification method greatly improves the accuracy of progress approval and avoids progress deviation caused by information asymmetry or misunderstanding.
[0073] The data storage unit stores the data and information generated throughout the project in a classified and formatted manner, providing strong data support for subsequent analysis, evaluation and improvement of the project. The effective management and utilization of such data resources will help enterprises continuously improve their project management level and achieve continuous improvement.
[0074] Step 10: The data and information generated during the entire process of steps 1 to 9 are classified, formatted and stored by the data storage unit.
[0075] Detailed data records are kept for each step of the entire project management process, which significantly improves the transparency and traceability of project management. This helps build trust among project team members, reduces misunderstandings and conflicts, and also helps to summarize experience and conduct review analysis after the project is completed.
[0076] The progress calculation method of the progress calculation unit:
[0077] When conducting project management, our enterprise unit splits and creates multiple external tasks that need to be executed. We take one of the external tasks as an example and set its progress to P.
[0078] After the external task is delegated and process control is started, the overall progress of this process control is recorded as P m , the project execution progress reported by the external enterprise unit through the collaborative work unit is recorded as P r , the manager through P m and P r The value of is used to approve the final progress P of the external task.
[0079] When process control is executed, n process tasks that need to be executed will be set, and the progress of the kth process task is recorded as P mk (1≤k≤n), and when setting the process task, set the progress calculation weight of the kth process task to W mk (1≤k≤n), the overall progress of process control can be calculated through the progress of each process task.
[0080] The progress P of the kth process task mk It is necessary to calculate based on the current process task assignment or the progress of the associated collaborative task. The progress of the collaborative task is calculated using the binary method, with the progress of unfinished tasks being 0% and the progress of completed tasks being 100%.
[0081] Example of calculation method:
[0082] If the kth process task is associated with a total of i collaborative tasks, s of which have been completed.
[0083] The progress is recorded as 0% when the collaborative task starts and 100% when the task is completed;
[0084] Then the progress of the kth process task is:
[0085]
[0086] If at this time the kth process task adds t collaborative tasks (all of which are not completed), then the progress of the kth process task is updated to:
[0087]
[0088] Similarly, after each process task progress is updated, the overall progress of process control is updated synchronously:
[0089]
[0090] When the progress is approved, management will follow the positive progress P of process management m Report the implementation progress to external parties r As a basis for verification and approval, determine the final progress P of the current external task and report it to the project department.
[0091] Finally, it should be noted that the above embodiments are only used to illustrate the technical solutions of the present invention rather than to limit it. Although the present invention has been described in detail with reference to the above embodiments, ordinary technicians in the relevant field should understand that the specific implementation methods of the present invention can still be modified or replaced by equivalents. Any modification or equivalent replacement that does not depart from the spirit and scope of the present invention should be covered within the scope of protection of the claims of the present invention.
Claims
1. The project external task progress monitoring system based on process management is characterized by: It includes a task trigger unit, a collaborative work unit, a progress calculation unit and a progress approval unit; the task trigger unit and the progress calculation unit are both connected to the collaborative work unit, and the progress approval unit is connected to the progress calculation unit; the task trigger unit is used to generate and publish external tasks, and the collaborative work unit is used to record the business and communication data of external tasks during the collaborative work process; the progress calculation unit is used to calculate the execution progress of external tasks based on the business and communication data of external tasks, and the progress approval unit is used to approve the calculated execution progress and the actual execution progress.
2. The project external task progress monitoring system based on process management according to claim 1 is characterized in that: The collaborative work unit and the progress calculation unit are also connected to the process control unit, which is used to set the work content tasks, the connection relationship between tasks and work modules, and the progress weight ratio of each task during the task execution process; the calculation results of the progress calculation unit are fed back to the process control unit.
3. The project external task progress monitoring system based on process management according to claim 1 is characterized in that: The task triggering unit includes a project management unit and a project delegation unit. The external tasks generated by the project management unit are released externally through the project delegation unit.
4. The project external task progress monitoring system based on process management according to claim 1 is characterized in that: The collaborative operation unit and the progress calculation unit are also connected to a data storage unit, which is used to classify and store the data results generated during the business collaborative operation process.
5. A project external task progress monitoring method based on process management, characterized in that: The project external task progress monitoring system based on process management according to any one of claims 1 to 4 comprises the following steps: The task triggering unit delegates tasks to the outside; Receive the task delegation form issued by the task trigger unit, confirm the task content and control boundary, confirm that the delegated project is accepted and enter the project list, and establish a business collaboration connection channel; Based on the business collaborative operation connection channel, the process control of the current task is started through the process control unit, and the task content of the process control, the connection relationship between the task and the operation module, and the progress weight ratio of each task are set; The progress calculation unit obtains the content and execution status of all collaborative tasks in real time, calculates the progress of process control tasks based on the execution status of collaborative tasks, and then calculates the overall real-time progress of the entire process control by weighted method; The actual progress of external tasks is verified and approved through the progress approval unit.
6. The project external task progress monitoring method based on process management according to claim 5 is characterized in that: The task trigger unit delegates tasks to the outside, including: After starting project management, the project plan is prepared through the project management unit, and the project is split into multiple executable tasks; according to the project planning or bidding process or the sub-item outsourcing contract, the task is delegated to the outside through the project delegation unit.
7. The project external task progress monitoring method based on process management according to claim 5 is characterized in that: The progress calculation unit obtains the content and execution status of all collaborative tasks in real time, and calculates the progress of the process control task according to the execution status of the collaborative tasks, and then calculates the overall real-time progress of the entire process control by weighted method, including: The external task sets its progress to P; The overall progress of process control is recorded as P m , the project execution progress reported by the collaborative work unit is recorded as P r , through P m and P r The value of is used to approve the final progress P of the external task.
8. The project external task progress monitoring method based on process management according to claim 7 is characterized in that: When process control is executed, n process tasks that need to be executed will be set, and the progress of the kth process task is recorded as P mk (1≤k≤n), and when setting the process task, set the progress calculation weight of the kth process task to W mk (1≤k≤n), calculate the overall progress of process control through the progress of each process task; The progress of the kth process task P mk The calculation is then performed based on the current process task assignment or the progress of the associated collaborative task. The progress of the collaborative task is calculated using the binary method, with the progress of an unfinished task being 0% and the progress of a completed task being 100%.
9. The project external task progress monitoring method based on process management according to claim 8 is characterized in that: If the kth process task is associated with i collaborative tasks, of which s collaborative tasks have been completed; the progress at the beginning of the collaborative task is recorded as 0%, and the progress at the completion of the task is recorded as 100%; Then the progress of the kth process task is: If t collaborative tasks are added to the k-th process task at this time, the progress of the k-th process task is updated to: After each process task progress is updated, the overall progress of process control is updated synchronously:
10. The project external task progress monitoring method based on process management according to claim 5, characterized in that: The actual progress of external tasks is verified and approved by the progress approval unit, including: Positive progress according to process management P m and external reporting of implementation progress r As a basis for verification and approval, the final progress P of the current external task is determined.