Budget management system and method based on group type research and development project

Abstract

The invention discloses a budget management system and method based on a group type research and development project, the system is constructed based on a cloud native micro-service architecture, and the architecture comprises a front-end interface configured with a project viewing, budget compiling and monitoring analysis module of the research and development project for a user to access through a browser for query; the business logic layer is used for performing budget rule calculation, a workflow engine and data verification operation according to user requirements; and the data layer is used for storing research and development projects, budget structures and execution data, and is in butt joint with the ERP system and the cost control system through an API (Application Program Interface). According to the scheme, through construction of a standardized cost structure, full-link digital management, a multi-dimensional monitoring model and accurate authority control, full-life-cycle efficient management of research and development budget is realized.

Description

TECHNICAL FIELD

[0001] The present application relates to the technical field of research and development project management, and particularly relates to a budget management system and method based on group research and development projects. BACKGROUND

[0002] Project budget management refers to the process of planning, allocating, executing and monitoring project budgets during the project life cycle. This includes determining the cost of resources required for the project, developing a budget plan, allocating budgets to activities, monitoring actual spending, and adjusting according to circumstances to ensure that the project is completed on time within the budget.

[0003] The core defect of the prior art is the lack of a unified standardized management framework, full-process data connection capability, dynamic monitoring mechanism and efficient collaboration process, resulting in problems such as structural chaos, data silos, difficult risk control and low efficiency in research and development budget management. SUMMARY

[0004] To solve the above technical problems, the present application provides a budget management system based on group research and development projects.

[0005] The present application is implemented by using the following technical solutions: In a first aspect, a budget management system based on group research and development projects is constructed based on a cloud-native microservice architecture, and the system architecture includes: Front-end interface: configure project viewing, budget preparation and monitoring analysis modules for research and development projects for users to access through a browser for querying; Business logic layer: perform budget rule calculation, workflow engine and data verification operations according to user needs; Data layer: store research and development projects, budget structure and execution data, and interface with ERP systems and cost control systems through API interfaces.

[0006] Specifically, the API interface includes an input interface and an output interface, the input interface obtains project master data from the IPD system and financial information from the cost control system; the output interface pushes budget use application results to the ERP system, generates a purchase order; synchronizes budget adjustment and execution data to the financial system, and updates the general ledger.

[0007] Specifically, the system further includes a permission control module that sets four role permissions for standard structure maintenance, project budget management, budget reporting and audit release.

[0008] In another aspect, a budget management method based on group research and development projects is implemented based on the budget management system based on group research and development projects, and includes the following steps: Step S1: Maintain basic rules and data mapping, establish a unified data classification standard by defining subject summary structure and project classification rules, realize logical mapping of budget allocation and authority division based on hierarchical mapping, and realize automatic checking of budget preparation based on rule engine; Step S2: Establish a standard structure of R&D expenses, design a multi-level standardized cost tree structure, support differentiated needs of different project types through modular configuration, and import templates in batches; Step S3: Project total budget preparation and authorization, realize process automation of budget preparation, review and approval through workflow engine, allocate filling and review permissions based on role permissions, use version number for unique identification for traceability and management, set budget standard rules, and configure role-based access control model; Step S4: Budget adjustment and additional management, calculate the range of quota according to dynamic quota algorithm, calculate the budget change range in real time, and trigger additional review process when the difference rate exceeds the threshold; Step S5: Annual budget initiation and decomposition, based on time dimension decomposition principle and decomposition logic, split the project total budget into annual budget according to time dimension, perform multi-dimensional checking and balance checking on annual budget data, allocate annual budget preparation tasks according to budget center, and automatically generate task list and version number through the system; Step S6: Annual budget adjustment application, system controls the reduction range, conducts compliance review through workflow approval process, synchronously updates annual budget ledger and quota limit of budget use application, and links budget adjustment with project total budget and budget use application module data; Step S7: Real-time budget monitoring and early warning, real-time data acquisition through API interface and ERP, fee control system, data integration to budget monitoring model through ETL technology, setting budget use threshold, triggering early warning mechanism when data reaches threshold, generating multi-dimensional budget execution report through data visualization technology, and building analysis model.

[0009] Specifically, the step S1 specifically includes: Subject summary and project classification: define subject summary structure in basic rule configuration, configure project classification rules, and clearly define the mapping of code and name of one-level project, two-level project to six-level project; Budget center and department mapping: establish the corresponding relationship between enterprise, budget center and department as the basic data for budget allocation and review authority division; Configure budget standards and special rules: define standard values according to project types in R&D expense budget standard rules, and maintain special project rules through R&D expense budget special rules.

[0010] Specifically, the step S2 research and development expense standard structure is a multi-level standardized structure, including project categories, business modules and subdivided activities, each node is quickly entered with historical data by batch template or is disabled.

[0011] Specifically, the step S3 specifically includes: Initiating compilation and authority allocation: based on the compilation project budget, a unique version number is automatically generated according to the version type, and the filling authority is allocated through authorization; the last level activity is selected, and whether the standard rule is exceeded is automatically checked according to the filling amount and filling price, and the total amount of the project is calculated; Summary review and workflow approval: after summarizing all professional filling data, the project total budget audit management is submitted, and the approval process is automatically transferred through the workflow engine.

[0012] Specifically, the step S4 budget adjustment includes adjustment application and verification, the node to be adjusted is selected through the project total budget adjustment filling, and the difference rate is calculated for verification and confirmation; the additional management is performed through the project total budget additional filling, and a new version is generated after verification and is updated to the budget amount of each node.

[0013] Specifically, the step S7 real-time budget monitoring and early warning includes multi-dimensional data synchronization and risk early warning mechanism, the multi-dimensional data synchronization is connected with ERP and fee control system, real-time execution data is obtained, and is filled into the project budget monitoring and early warning; the risk early warning mechanism sets a budget use threshold, and when the budget use exceeds the threshold, early warning is prompted.

[0014] The beneficial effects of the present application are that: the present application realizes efficient management of the whole life cycle of research and development budget by constructing a standardized expense structure, full-link digital management, multi-dimensional monitoring model and precise permission control; a standardized and hierarchical research and development expense structure system is established to realize unified classification of expenses of all professionals and all levels of projects; the data of budget compilation, approval, execution and monitoring are connected to realize full-link digital management from project establishment to payment; a real-time dynamic budget monitoring model is constructed to support multi-role and multi-dimensional budget analysis and risk early warning; the permissions of each role are clear, the approval process is optimized, and the cross-department collaboration efficiency is improved. BRIEF DESCRIPTION OF DRAWINGS

[0015] In order to more clearly illustrate the technical solutions in the embodiments of the present application or the prior art, the drawings needed in the embodiments or prior art description will be briefly introduced below. Obviously, the drawings in the following description are only some embodiments of the present application, and other drawings can be obtained by those skilled in the art without creative labor on the basis of the drawings shown.

[0016] Figure 1A budget management flowchart for the group type R&D project in the embodiments of the present application. DETAILED DESCRIPTION

[0017] To make the objectives, technical solutions and advantages of the embodiments of the present application clearer, the technical solutions in the embodiments of the present application will be described below in connection with the drawings of the embodiments of the present application. Obviously, the described embodiments are some but not all of the embodiments of the present application. The components of the embodiments of the present application described and shown in the drawings herein can be arranged and designed in various different configurations.

[0018] It should be noted that: similar reference numbers and letters represent similar items in the following drawings, therefore, once an item is defined in one drawing, it does not need to be further defined and explained in the subsequent drawings.

[0019] The following will be described in connection with the drawings of the embodiments of the present application. Figure 1 Some embodiments of the present application will be described in detail. The following embodiments and features in the embodiments can be combined with each other without conflict.

[0020] The present application proposes a budget management system and method based on group type R&D project, the system is constructed based on cloud native micro service architecture, the architecture includes: Front-end interface: configure project viewing, budget preparation and monitoring analysis modules of R&D project, for users to access through browser for query; Business logic layer: budget rule calculation, workflow engine and data verification operation according to user demand; Data layer: store R&D project, budget structure and execution data, and through API interface, interface with ERP system and cost control system.

[0021] Among them, the API interface includes an input interface and an output interface, the input interface obtains project master data from the IPD system and financial information from the cost control system; the output interface pushes budget use application results to the ERP system, generates a purchase order; synchronizes budget adjustment and execution data to the financial system, updates the general ledger; also includes a permission control module, which sets four role permissions of standard structure maintenance, project budget management, budget filing and audit release respectively.

[0022] In one specific embodiment, the system is based on a cloud-native microservice architecture, including a front-end interface (user operation layer), a business logic layer (process handling), and a data layer (database and interface). The front-end provides modules such as "My Projects," "Budget Preparation," and "Monitoring and Analysis," which users access through a browser; the business logic layer implements functions such as budget rule calculation, workflow engine, and data validation; the data layer stores R&D projects, budget structures, execution data, etc., and interfaces with ERP and expense control systems through API interfaces.

[0023] The operation process includes: 1. Basic Configuration Phase Step 1: Maintain the standard structure: The cost and expense architect uses the "R&D Expense Standard Structure" module to create or import project categories, business modules, and bottom-level activities, defining quantity and price indicators and corresponding items. For example, add a new node "Vehicle - Body Development - Body Component Development - Interior - Instrument Panel" and set "Work hour price = 500 yuan / person-day" and "Outsourcing price = 1 million yuan / unit".

[0024] Step 2: Configure budget rules: In the “R&D Expense Budget Standard Rules” module, maintain the budget standards by project type (such as new-level replacement). It supports batch import of historical data to generate rule templates. For example, define the upper limit of the outsourcing quantity for the “Creative Design” activity as 100, and the unit price fluctuation shall not exceed ±5%.

[0025] 2. Budgeting Stage Step 1: Project Budget Compilation: The R&D project manager initiates the budget compilation in "My Projects - Project Budget," selects the version type (e.g., Project Startup), and authorizes the professional manager to fill in each module. The professional manager enters the quantity (10 units) and unit price (1.1 million RMB / unit) for "Body Parts Development - Interior - Seats" through the "Project Budget Compilation" interface. The system automatically calculates the total budget = 10 × 1.1 million = 11 million RMB and checks whether it exceeds the standard rules (e.g., unit price fluctuation ≤ 5%).

[0026] Step 2: Annual Budget Breakdown: The financial budget administrator initiates the annual budget preparation. In the "R&D Project Annual Budget Preparation" interface, the project manager breaks down the total project budget to 2025 and automatically calculates the "historical carryover amount" and "this year's estimate". For example, if the remaining budget from last year is 2 million yuan and an additional 8 million yuan is added this year, the annual budget will be 10 million yuan.

[0027] 3. Budget Execution and Adjustment Phase Step 1: Budget usage application: The professional manager creates a new application in the "R&D fee budget usage application" interface, selects the budget structure (such as "body development - trial production"), fills in the application amount (500,000 yuan), and the system checks "remaining available amount = 1000 - applied 300 = 700,000 yuan", allowing submission. After the application passes the workflow approval, it is automatically synchronized to the financial system to generate a purchase order.

[0028] Step 2: Budget adjustment application: When the project requirements change, the project manager applies for an increase of 30,000 yuan in the "project total budget adjustment report" for the "interior development" budget, and the system calculates "upper limit of adjustment = project total budget 1500 - cumulative usage 1000 = 500,000 yuan", allowing adjustment. After the TPL and financial audits are passed, the project total budget is updated to 1530,000 yuan.

[0029] 4. Monitoring and analysis phase Step 1: Real-time data monitoring: The cost control officer checks the progress of each project through the "project budget monitoring and early warning" interface, such as the "E009 project - body development" module budget usage of 85%, triggering a yellow warning; clicking on the details can penetrate to view the "budget usage application - contract signing - financial payment" full-link data.

[0030] Step 2: Multi-dimensional analysis: Supports filtering by company (such as joint-stock red flag), project classification (product development project), and time (January 2025), generates a budget execution report, and displays "actual control amount", "cost reduction rate", and other indicators to provide data support for decision-making.

[0031] In this embodiment, the system realizes data interaction through API interface, including: Input interface: Obtain project main data (project code, responsible person) from IPD system, and obtain financial subject and tax rate information from cost control system; Output interface: Push budget usage application results to ERP system to generate purchase orders; synchronize budget adjustment and execution data to financial system to update general ledger.

[0032] Permission control: Hierarchical management is realized through role permission table, as shown in Table 1.

[0033] Table 1 Role permission table Based on the above system, this application establishes a standard structure for product project R&D expenses, providing a standardized, multi-dimensional, and hierarchically managed R&D expense structure for product R&D projects; based on the unified structure of product project R&D expenses and the established expense standards, an expense standard library is formed, which can be automatically retrieved and used when preparing and reviewing budgets; relying on the product project R&D expense structure, the entire chain of data from budget preparation to payment for product projects is connected, realizing full-process monitoring, analysis, and risk warning.

[0034] The R&D expense management workbench includes functions such as basic R&D configuration, total project budget management, annual R&D expense budget management, and R&D project analysis. Basic R&D configuration: Meets the standard structure of financial design projects and defines the standard values ​​of the standard structure to support R&D expense standards and R&D budget management; Project budget management: Meets the needs for detailed management of financial R&D expense standards, determines standard categories according to project type, project level, and development category, and maintains the R&D expense standard structure and standard value; R&D annual budget management: Supports R&D project managers to prepare R&D project budgets and budget breakdowns according to the standard structure of R&D projects, and report to PSC after budget review, so as to realize budget control during business execution; R&D project analysis: By connecting the expense control system and ERP system, receiving R&D expense business documents, and automatically updating the R&D expense ledger, the system meets the needs of comprehensive and full-process analysis of financial R&D expenses.

[0035] The specific steps and principles of budget management for group-type R&D projects in this plan are as follows: Step S1: Maintain basic rules and data mapping; Technical principles Data standardization principle: By defining the subject summary structure and project classification rules, a unified data classification standard is established to ensure that the data of different departments and projects are consistent and traceable, thus solving the problem of data silos.

[0036] Hierarchical mapping principle: Construct a hierarchical correspondence of "company - budget center - department", realize the logical mapping of budget allocation and permission division based on the organizational structure, avoid cross-departmental data chaos through data association, and provide a basic architecture for subsequent budget review and permission control.

[0037] Rule engine principle: When configuring budget standards and specific rules, a parameterized configuration method is adopted. The rule engine realizes automatic verification of budget preparation to ensure that budget data meets preset standards.

[0038] Step S2: Establish a standard structure for R&D expenses; Technical principles Hierarchical structure design principle: Adopting a 5-level standardized cost structure (project category → business module → subdivided activities), the hierarchical relationship is visualized through a tree structure, realizing multi-dimensional classification and refined management of costs, and supporting budget decomposition and summarization by level.

[0039] Parametric configuration principle: Each structural node maintains independent quantity and price parameters and tax rate type. Modular configuration supports the differentiated needs of different project types, while batch import of templates improves the efficiency of historical data migration.

[0040] Data model consistency principle: The two-way mapping mechanism between the tree structure on the left and the parameter tabs on the right ensures real-time synchronization between the structural hierarchy and specific parameters, avoids data inconsistency, and supports independent maintenance of the quantity and price rules of the last-level activities.

[0041] Step S3: Project total budget preparation and authorization; Technical principles Workflow automation principle: The workflow engine automates the budget preparation, review, and approval process (TPL review → Project CEO review → Financial confirmation). It allocates filling and review permissions based on role permissions (project manager, professional manager) and uses the unique version number identifier (such as "E009X20240415001") to achieve budget version traceability and management.

[0042] Automatic verification algorithm principle: When professional managers fill in the data, the system performs real-time verification based on preset budget standard rules (such as unit price fluctuation ≤ 5%). It automatically calculates the budget using the formula "Total budget = Quantity filled in × Price filled in" and compares it with historical project budget data (benchmark projects) to verify its reasonableness and ensure the accuracy of the budget data.

[0043] Access control model principle: The role-based access control (RBAC) model is adopted. The "authorization" function is used to assign the reporting permissions of professional managers, restricting them to only operate the corresponding module (such as "body development"), so as to avoid data chaos caused by unauthorized operations.

[0044] Step S4: Budget Adjustment and Supplement Management; Technical principles Dynamic credit limit calculation principle: When applying for an adjustment, the system calculates the credit limit range in real time using algorithms such as "Adjustable reduction limit = Total project budget - Cumulative usage amount" and "Additional limit = Total project budget - Approved adjustment amount" to ensure that the adjustment is within a reasonable range and avoid budget overruns.

[0045] The principle of the difference rate verification is as follows: The budget change range is calculated by the formula "Difference rate = (adjusted amount - original amount) / original amount". When the difference rate exceeds the threshold, an additional review process is triggered to achieve refined control over budget adjustments.

[0046] Step S5: Annual budget initiation and breakdown; Technical principles Time-based decomposition principle: The annual budget is started based on the default rule of "current year + 1". Through the decomposition logic of "historical carryover amount + this year's estimate", the total project budget is split into annual budgets according to the time dimension, so as to achieve the connection between long-term budget and short-term execution.

[0047] Multi-dimensional aggregation algorithm: The annual budget data is validated from multiple dimensions through three pages: "Expense Summary", "Subject Summary" and "Product Details". Financial rules such as "Capitalization Rate = 25%" are used for balance verification to ensure that the total annual budget matches the total project budget and avoid data gaps.

[0048] Task allocation mechanism: Annual budget preparation tasks are allocated according to budget centers (such as "R&D headquarters"). The system automatically generates task lists and version numbers to achieve efficient management of collaborative budget preparation among multiple departments in a group-type organization.

[0049] Step S6: Request for Annual Budget Adjustment; Technical principles Two-way quota control principle: When applying for adjustment, the system controls the reduction range by "lower limit of adjustment = annual budget - amount used this year". The compliance review of the adjustment is achieved through the workflow approval process (R&D budget administrator → cost and expense controller) and the quota limit of the annual budget ledger and budget use application module are updated simultaneously.

[0050] Data linkage principle: The annual budget adjustment is linked with the project total budget and the budget use application module. After the adjustment order is approved, it is automatically synchronized to the financial system to ensure real-time synchronization between the execution layer data and the budget data and avoid information lag.

[0051] Step S7: Real-time budget monitoring and early warning.

[0052] Technical principles Real-time data integration principle: By connecting with ERP and expense control systems through API interfaces, execution data such as purchase orders, contract signings, and financial payments can be obtained in real time. ETL technology is used to integrate heterogeneous system data into the budget monitoring model, realizing full-link data connectivity of "budget-execution-payment".

[0053] Threshold-triggered early warning principle: Preset budget usage thresholds (such as 10% overspending warning), and by calculating indicators such as "difference rate" and "budget utilization rate" in real time, the early warning mechanism is triggered when the data reaches the threshold (highlighted in red, pushed in-site message), so as to realize real-time identification and response to risks.

[0054] Multidimensional analysis model principle: It supports data filtering by company, project category, time and other dimensions, generates budget execution reports through data visualization technology, and builds analysis models using indicators such as "actual controlled amount" and "cost reduction rate" to provide data support for management decision-making.

[0055] The steps are explained below with reference to specific embodiments: Step 1: Maintain basic rules and data mapping 1. Subject Summary and Project Classification: Define the summary structure of accounts such as "Expense - R&D Expenditure" and "Capitalization - Technology Procurement Fees" in the [Basic Rules Configuration], and support adding and modifying account levels (such as the third-level account "Trial Production Fees" belonging to the second-level "Expense - R&D Expenditure").

[0056] Configure "Project Classification" rules to clearly define the coding and name mapping of Level 1 projects (such as "Product Development Projects"), Level 2 projects (such as "New and Replacement"), and Level 6 projects to ensure standardized project data classification.

[0057] 2. Budget Center and Department Mapping: Establish a "company-budget center-department" correspondence (e.g., "Hongqi Group-W92-R&D Headquarters") to provide basic data for subsequent budget allocation and approval authority division, and avoid cross-departmental data chaos.

[0058] 3. Configure budget standards and specific rules: In the

R&D Expense Budget Standard Rules

Save New Version As

[0059] By maintaining special project rules through the [Special Rules for R&D Expense Budget], such as the calculation formula "Input = Personnel Man-Hours × Equipment Machine-Hours" for "Strategic Forward-Looking Technology Projects", we can ensure that the budget preparation basis for differentiated projects is consistent.

[0060] Step 2: Establish a standard structure for R&D expenses 1. Define a multi-level cost standard structure: Cost architects create a 5-level standardized structure using the [R&D Expense Standard Structure] module: Level 1 is the project category (e.g., "vehicle", "powertrain"), Level 2 is the business module (e.g., "styling development", "body development"), and Levels 3 to 5 are the subdivided activities (e.g., "body parts development - interior - dashboard").

[0061] Each node maintains "quantity indicators" (work hours, outsourced quantity), "price indicators" (work hour unit price, outsourced price), "corresponding subject" (such as "secondary development fee"), and "tax rate type" (such as 6% value-added tax). It supports quick entry of historical data through the

batch import

deactivation

[0062] The left side displays the hierarchical relationship in a tree structure, the right side's "Budget Structure" tab displays the parameters of each level of nodes, and the "Detailed Activities" tab maintains the specific quantity and price rules for the lowest level activities.

[0063] Step 3: Project Total Budget Preparation and Authorization 1. Initiating compilation and permission allocation: The R&D project manager clicks on "Prepare Project Budget" in "My Projects - Project Budget", selects "Version Type" (such as "Project Startup"), and the system automatically generates a unique version number (such as "E009X20240415001"). The system then assigns the reporting permissions to professional managers through the "Authorization" function (such as "Body Development" module being handled by Li Si).

[0064] In the

Project Total Budget Entry

[0065] 2. Summary review and workflow approval: After the project manager compiles all the data submitted by the professionals, they submit it to the "Project Total Budget Review Management". The cost controller compares it with the "Benchmark Project Budget Total" (e.g., referencing the historical project "E007" with a budget of 10 million yuan) and fills in the review comments (e.g., "Allow an increase of 10%").

[0066] The approval process is automated through a workflow engine: TPL review → Project CEO review → Financial controller confirmation, and finally, it is released to take effect, updating the "Project Total Budget Ledger".

[0067] Step 4: Budget Adjustment and Supplement Management 1. Adjust application and verification: When project requirements change, the project manager selects the node to be adjusted (such as "Interior - Dashboard") in the "Project Total Budget Adjustment Report" section and enters "Increase Amount = 300,000 RMB". The system automatically calculates "Upper Limit for Adjustment = Total Project Budget 1500 - Cumulative Usage 1000 = 500,000 RMB", ensuring that the adjustment is within a reasonable range.

[0068] After the adjustment order is submitted, the R&D budget administrator verifies "Difference rate = (1930-2000) / 2000 = -3.5%" in the "Project Total Budget Adjustment Review" section. After confirmation, the administrator saves the changes and triggers a budget ledger update.

[0069] 2. Additional requests and version management: If additional budget is required, the project manager should enter "Additional Amount = 700,000 RMB" in the "Additional Budget to Total Project Budget" field. The system will verify that "Maximum Additional Amount = Total Project Budget - Approved Adjustment Amount". Once verified, a new version (such as "Additional Version V1.1") will be generated, and the budget amount for each stage will be updated synchronously.

[0070] Step 5: Annual Budget Initiation and Breakdown 1. Annual budget launch: The financial budget administrator clicks on "Initiate Annual Budget" in "Annual Budget Management for R&D Expenses". The default "Budget Year = Current Year + 1" (e.g., 2025) is used to assign the compilation task according to the budget center (e.g., "R&D Headquarters") and generate "Annual Budget Version Number = FY20250415001".

[0071] In the "Annual Budget Preparation for R&D Projects" section, the project manager breaks down the total project budget into annual amounts, automatically calculates "Historical Carryover Amount = Last Year's Remaining Amount of 2 Million Yuan" and "This Year's Estimated Amount = 8 Million Yuan", and generates "Annual Budget = 10 Million Yuan", which is then submitted to the R&D budget administrator for aggregation.

[0072] 2. Multi-dimensional summary and balance verification: The R&D budget administrator can verify the data in the "Annual Budget Summary of R&D Expenses" through the three pages of "Expense Summary", "Subject Summary" and "Product Details". For example, "Capitalization Rate = 25%" must comply with financial rules. Clicking "Submit" will trigger the "Financial Annual Budget Summary Balance" verification to ensure that the total annual budget matches the total project budget.

[0073] Step 6: Request for Annual Budget Adjustment 1. Request for Annual Budget Adjustment: If the demand changes during the year, the project manager selects "Budget Structure = Body Development - Prototype" in the "Annual Budget Adjustment Reporting for R&D Expenses" section, enters "Reduction Amount = 500,000 RMB", and the system calculates "Lower Limit for Adjustment = Annual Budget 1000 - 300 Used This Year = 700,000 RMB", and then allows submission.

[0074] After the adjustment order is reviewed by the R&D budget administrator and confirmed by the cost controller, the annual budget ledger is updated and synchronized to the budget usage application module, limiting subsequent applications to no more than the adjusted amount.

[0075] 2. Annual budget adjustment summary approval: The R&D budget administrator selects eligible adjustment orders in the "Summary of Annual Budget Adjustments for R&D Expenses" section and "summarizes" them. After verification, the adjustment orders enter the approval process, and the annual budget is updated after approval.

[0076] Step 7: Real-time Budget Monitoring and Early Warning 1. Multi-dimensional data synchronization: The system automatically connects to ERP and expense control systems, and obtains execution data such as "Purchase order = 4 million yuan", "Contract signing = 3.5 million yuan", and "Financial payment = 3 million yuan" in real time. It then populates the data into the "Project Budget Monitoring and Early Warning" function and calculates "Remaining amount available for application = Annual budget 10 million - Applications already made 3 million = 7 million yuan" and "Actual amount under control = Total project budget 15.3 million yuan".

[0077] 2. Risk warning mechanism: Set a budget usage threshold (e.g., a warning for 10% overspending). When the budget usage of the "Body Development - Interior" module reaches 85% (exceeding the threshold of 80%), the system will display "Difference Rate = +5%" in red and push a warning to the project manager via in-system message, prompting "Please check the expense usage details".

[0078] For the foregoing embodiments, in order to simplify the description, they are all described as a series of actions. However, those skilled in the art should understand that this application is not limited to the described order of actions, because according to this application, some steps can be performed in other orders or simultaneously. Furthermore, those skilled in the art should also understand that the embodiments described in the specification are preferred embodiments, and the actions involved are not necessarily essential to this application.

[0079] The above embodiments describe the basic principles, main features, and advantages of the present invention. Those skilled in the art should understand that the present invention is not limited to the above embodiments. The embodiments and descriptions in the specification are merely illustrative of the principles of the invention. Modifications and variations made by those skilled in the art without departing from the spirit and scope of the invention should be within the protection scope of the appended claims.

Claims

1. A budget management system based on group-type R&D projects, characterized in that, Built on a cloud-native microservice architecture, the system architecture includes: Front-end interface: Configures modules for viewing, budgeting, and monitoring and analyzing R&D projects, allowing users to access and query via a browser; Business logic layer: Performs budget rule calculations, workflow engine operations, and data validation based on user needs; Data layer: Stores R&D projects, budget structure, and execution data, and interfaces with ERP and expense control systems via API.

2. The budget management system based on group-type R&D projects as described in claim 1, characterized in that, The API interface includes an input interface and an output interface. The input interface obtains project master data from the IPD system and financial information from the expense control system. The output interface pushes budget usage application results to the ERP system, generates purchase orders, synchronizes budget adjustment and execution data with the financial system, and updates the general ledger.

3. The budget management system based on group-type R&D projects as described in claim 1, characterized in that, The system also includes an access control module, which sets up four roles with permissions for standard structure maintenance, project budget management, budget entry, and review and release.

4. A budget management method based on group-based R&D projects, implemented based on the budget management system for group-based R&D projects as described in any one of claims 1 to 3, characterized in that, Includes the following steps: Step S1: Maintain basic rules and data mapping. By defining the subject summary structure and project classification rules, establish a unified data classification standard. Implement the logical mapping of budget allocation and permission division based on hierarchical mapping. Implement automatic verification of budget preparation based on the rule engine. Step S2: Establish a standard structure for R&D expenses, design a multi-level standardized expense tree structure, support the differentiated needs of different project types through modular configuration, and import templates in batches. Step S3: Project total budget preparation and authorization. The workflow engine automates the budget preparation, review, and approval process. Based on role permissions, the system assigns data entry and review permissions, uses version numbers as unique identifiers for traceability and management, sets budget standard rules, and configures a role-based access control model. Step S4: Budget adjustment and supplement management. Calculate the credit limit range based on the dynamic credit limit algorithm, calculate the budget change rate in real time, and trigger an additional review process when the difference rate exceeds the threshold. Step S5: Annual budget initiation and decomposition. Based on the time-dimensional decomposition principle and logic, the total project budget is divided into annual budgets according to the time dimension. The annual budget data is verified and balanced in multiple dimensions. The annual budget preparation tasks are assigned according to the budget center. The task list and version number are automatically generated by the system. Step S6: Annual budget adjustment application. The system controls the reduction amount, conducts compliance review through workflow approval process, and updates the annual budget ledger and budget usage application limit simultaneously. The annual budget adjustment is linked with the data in the project total budget and budget usage application modules. Step S7: Real-time budget monitoring and early warning. Through API interface, connect with ERP and expense control system to obtain execution data in real time. Use ETL technology to integrate heterogeneous system data into the budget monitoring model, set budget usage thresholds, trigger early warning mechanism when data reaches the threshold, generate multi-dimensional budget execution reports through data visualization technology, and build analysis model.

5. The budget management method for group-type R&D projects as described in claim 4, characterized in that, Step S1 specifically includes: Subject summary and project classification: Define the subject summary structure and configure the project classification rules in the basic rule configuration, and clarify the coding and name mapping of first-level projects, second-level projects to sixth-level projects; Budget Center and Department Mapping: Establish the correspondence between enterprises, budget centers, and departments, serving as the basic data for budget allocation and approval authority division; Configure budget standards and special rules: Define standard values ​​by project type in the R&D expense budget standard rules, and maintain special project rules through R&D expense budget special rules.

6. The budget management method based on group-type R&D projects as described in claim 4, characterized in that, The standard structure for R&D expenses in step S2 is a multi-level standardized structure, including project categories, business modules and sub-activities. Each node can quickly input historical data through batch template import, or deactivate outdated nodes.

7. The budget management method for group-type R&D projects as described in claim 4, characterized in that, Step S3 specifically includes: Initiate compilation and permission allocation: Based on the project budget compilation, select the version type to automatically generate a unique version number, and allocate data entry permissions through authorization; select the lowest level activity, and automatically check whether it exceeds the standard rules based on the data entry quantity and price, and calculate the total project amount; Summary review and workflow approval: After summarizing all professional data, submit it to the project budget review and management, and the approval process will automatically flow through the workflow engine.

8. The budget management method for group-type R&D projects as described in claim 4, characterized in that, Step S4, budget adjustment, includes the application and verification of adjustment. The nodes to be adjusted are selected through the project total budget adjustment form, and the difference rate is calculated for verification and confirmation. The supplementary management is carried out through the project total budget supplementary form. After the verification is passed, a new version is generated and the budget amount of each node is updated synchronously.

9. The budget management method for group-type R&D projects as described in claim 4, characterized in that, Step S7, real-time budget monitoring and early warning, includes a multi-dimensional data synchronization and risk warning mechanism. The multi-dimensional data synchronization is achieved by connecting to the ERP and expense control system to obtain execution data in real time and populate the project budget monitoring and early warning. The risk warning mechanism sets a budget usage threshold and issues an early warning when the block budget usage exceeds the threshold.

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