Scientific and technological project informatization management method and related equipment

Abstract

The invention provides a science and technology project informatization management method and related equipment, and belongs to the technical field of science and technology project management. The system comprises a science and technology project database management module, a visualization module and a data collection management module. The science and technology project database management module is used for uploading, classifying, retrieving and checking science and technology project data; the visualization module is used for displaying responsible and participated project information to a user; the data collection management module is used for providing cost data collection, verification, auditing and summarizing operations; the cost data comprises scientific research personnel cost and scientific research instrument equipment cost. According to the method, transparency and efficiency of scientific research project fund collection management can be effectively improved, compliance and rationality of fund collection are ensured, an important supporting effect is achieved for forming a closed loop of research and development expenses in scientific research projects, and the problem that basic data evidence of the research and development expenses is insufficient is solved.

Description

TECHNICAL FIELD

[0001] The present application relates to the technical field of scientific and technological project management, and in particular to a scientific and technological project informatization management method and related equipment. BACKGROUND

[0002] The scientific and technological project informatization database system in the related art has the following shortcomings:

[0003] Cost management is not standardized: the cost collection and allocation method is complicated, and the financial personnel do not understand the scientific and technological project, resulting in non-standard cost management. The project cost input is not clear, and because the cost is not reasonably allocated, the research and operating costs are mixed together, which is difficult to distinguish, affecting the accuracy and reasonableness of the research and development project collection.

[0004] The traditional cost management method is time-consuming and labor-intensive: in the form of document signature, the project team personnel need to frequently go back and forth between the department head, the scientific research management department and the financial department, consuming a lot of time and reducing work efficiency. Lack of transparency, project team members, scientific research management department and financial department cannot real-time understand the cost use, which is not conducive to the budget control and cost optimization of the project. Due to the large number of documents, it is easy to lose or mix up, further increasing the difficulty of cost management.

[0005] In summary, the technical problems in the related art need to be improved. SUMMARY

[0006] The main purpose of the embodiments of the present application is to provide a scientific and technological project informatization management method and related equipment, which can realize the closed-loop control of the scientific research project fund from the budget to the completion of the project, the cost collection and reporting and the auditing functions.

[0007] To achieve the above purpose, one aspect of the embodiments of the present application provides a scientific and technological project informatization management system, which comprises a scientific and technological project database management module, a visualization module and a data collection management module.

[0008] The scientific and technological project database management module is used for uploading, classifying, retrieving, auditing the scientific and technological project data.

[0009] The visualization module is used for displaying the project information responsible and participated by the user.

[0010] The data collection management module is used for providing the collection, verification, auditing and summarizing operations of the cost data, and the cost data includes the scientific research personnel cost and the scientific research instrument and equipment cost.

[0011] In some embodiments, the scientific and technological project database management module comprises a project data index unit, a project data management unit, a data entry unit and a daily data management unit.

[0012] The project data indexing unit is used to respond to the query request of the first user and supports fuzzy search; the first user includes the project leader, department head and scientific research management personnel.

[0013] The project data management unit is used to provide the first user with CRUD operations on science and technology project data. The science and technology project data includes project information, researcher information, and basic information on scientific research instruments and equipment. The project information includes financial account number, project name, undertaking department, project leader, submitter, project start and end dates, project status, project stage deliverables, and monthly work hour collection information. The researcher information includes the researcher's name, department, and position. The basic information on scientific research instruments and equipment includes serial number, name, purchase date, amount, physical condition, location, department, asset type, equipment type, and responsible person.

[0014] The data entry unit is used to provide data entry to the second user; the second user includes the project leader and personnel from the Science and Technology Development Department.

[0015] The daily data management unit is used to provide the scientific research management personnel with operations for adding, editing, deleting, summarizing and exporting the scientific and technological project data.

[0016] In some embodiments, the visualization module is further configured to display the project information in stages according to project status; the project status includes ongoing, completed, and budgeted.

[0017] The visualization module also provides entry points for project search, addition, and modification operations.

[0018] In some embodiments, the data collection and management module includes a data entry unit, a verification unit, an auditing unit, and a summary unit;

[0019] The reporting unit is used by project reporters to fill in working hour data; the working hour data includes personnel working hours and equipment working hours.

[0020] The verification unit is used to calculate the total number of working hours from the working hour data within a preset time period, compare the total number of working hours with a preset limit value, and generate an early warning signal and mark the abnormal working hour data when the total number of working hours exceeds the limit value.

[0021] The review unit is used by research management personnel to review the submitted working hour data;

[0022] The aggregation unit is used to aggregate the approved working hour data and generate an export report; the report is used to convert the data into data on the collection of scientific research expenses.

[0023] In some embodiments, the system further includes a permission management module;

[0024] The permission management module is used to assign different data operation permissions to users with different roles; the roles include department heads, project leaders, data entry personnel, and scientific research management personnel.

[0025] The data operation permissions of the department head include viewing and modifying the science and technology project data and expense collection information of their department;

[0026] The data operation permissions of the project leader include viewing and modifying the scientific and technological project data and cost collection information of the project under their jurisdiction;

[0027] The data operation permissions of the person filling out the form include viewing and modifying the science and technology project data and cost collection status of the project they are responsible for filling out;

[0028] The data operation permissions of the scientific research management personnel include viewing and reviewing the data of all scientific and technological projects and the collection of expenses.

[0029] To achieve the above objectives, another aspect of this application proposes a method for information management of science and technology projects, the method comprising:

[0030] The aforementioned science and technology project database management module is used to upload, classify, retrieve, and review science and technology project data;

[0031] The visualization module is used to display information about the projects the user is responsible for and involved in.

[0032] The data collection and management module is used to collect, verify, audit, and summarize cost data, which includes the costs of researchers and the costs of scientific instruments and equipment.

[0033] In some embodiments, the method further includes:

[0034] Establish a project and work hour reporting task form; the project and work hour reporting task form includes personnel work hour reporting and equipment work hour reporting;

[0035] Data is collected based on the project and work hour reporting task sheet to obtain the work hour data entered by the project reporter;

[0036] The total number of working hours is obtained by calculating the working hour data.

[0037] The total number of working hours is compared with a preset limit. If the total number of working hours exceeds the limit, an early warning signal is generated and the abnormal working hour data is marked, prompting the person filling out the project to modify the marked working hour data.

[0038] If the total number of working hours is less than the limit value, the working hour data will be submitted to the review unit.

[0039] The working hour data in the audit unit is audited. If the audit fails, the process is returned to the data collection step. If the audit passes, the process is marked as audit passed.

[0040] The approved work hour data will be summarized and an export report will be generated.

[0041] In some embodiments, the method further includes:

[0042] Research expenses are calculated and allocated based on the aforementioned reports.

[0043] To achieve the above objectives, another aspect of this application provides an electronic device, which includes a memory and a processor. The memory stores a computer program, and the processor executes the computer program to implement the method described above.

[0044] To achieve the above objectives, another aspect of the embodiments of this application proposes a computer-readable storage medium storing a computer program that, when executed by a processor, implements the methods described above.

[0045] To achieve the above objectives, another aspect of the embodiments of this application proposes a computer program product, including a computer program that, when executed by a processor, implements the aforementioned method.

[0046] The embodiments of this application include at least the following beneficial effects: This application provides a method, system, electronic device, storage medium, and program product for information management of science and technology projects. The solution includes a science and technology project database management module, a visualization module, and a data collection and management module. The science and technology project database management module is used to upload, classify, retrieve, and review science and technology project data. The visualization module is used to display project information to users, including the projects the user is responsible for and involved in. The data collection and management module is used to provide cost data collection, verification, review, and aggregation operations. Cost data includes the costs of researchers and the costs of scientific research instruments and equipment. This invention can effectively improve the transparency and efficiency of research project funding collection and management, ensure the compliance and rationality of funding collection, play an important supporting role in forming a closed loop for R&D expenses in research projects, and solve the problem of insufficient basic data evidence for R&D expenses. Attached Figure Description

[0047] Figure 1 This is a schematic diagram of the science and technology project information management system provided in the embodiments of this application;

[0048] Figure 2 This is a technical framework diagram provided in the embodiments of this application;

[0049] Figure 3 This is a project management framework diagram provided in the embodiments of this application;

[0050] Figure 4 This is a flowchart of the data collection and reporting process provided in the embodiments of this application;

[0051] Figure 5 This is a schematic diagram of the processing interface provided in the embodiments of this application;

[0052] Figure 6 This application's embodiments represent the intent of allowing research management personnel to view and review all project collections.

[0053] Figure 7 The project leader and the person filling out the form provided in this application embodiment can view and fill in the collection of the projects they are responsible for;

[0054] Figure 8 This is a schematic diagram of the hardware structure of the electronic device provided in the embodiments of this application. Detailed Implementation

[0055] To make the objectives, technical solutions, and advantages of this application clearer, the following detailed description is provided in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are merely illustrative of this application and are not intended to limit it. In the following description, when referring to the accompanying drawings, unless otherwise indicated, the same numbers in different drawings represent the same or similar elements. The embodiments described in the following exemplary embodiments do not represent all embodiments consistent with those of this application; they are merely examples of systems and methods consistent with some aspects of the embodiments of this application as detailed in the appended claims.

[0056] Unless otherwise defined, all technical and scientific terms used herein have the same meaning as commonly understood by one of ordinary skill in the art to which this application belongs. The terminology used herein is for the purpose of describing embodiments of this application only and is not intended to limit this application.

[0057] Before providing a detailed description of the embodiments of this application, some of the nouns and terms involved in the embodiments of this application will be explained first. The nouns and terms involved in the embodiments of this application are subject to the following interpretations.

[0058] 1) JavaScript, a programming language that runs in a browser and is responsible for the interactive logic of web pages;

[0059] 2) Bootstrap, a front-end UI framework, provides a set of predefined CSS styles and JavaScript plugins;

[0060] 3) ASP.NET Core MVC, a development framework developed by Microsoft for building web applications;

[0061] 4) C#, an object-oriented programming language designed by Microsoft;

[0062] 5) Memory, memory cache;

[0063] 6) Entity Framework Core, the object-relational mapper, acts as a bridge between .NET applications and databases;

[0064] 7) SQL Server, a relational database management system developed by Microsoft;

[0065] 8) ISO, a set of internationally recognized management standards and quality certification frameworks;

[0066] 9) ERP, integrated large-scale enterprise management software.

[0067] This invention addresses the fact that technology project management is primarily concentrated in enterprise technology management departments or R&D institutions. Traditional technology projects rely on paper documents, with project leaders submitting applications, awaiting approval before implementation, and finally concluding with the completion of research tasks and the formation of research results. However, with the development and application of computer, network, and communication technologies, information-based management has become the mainstream management method for enterprises, and the management of technology projects has also entered a stage of information sharing.

[0068] Currently, enterprise R&D expense management is jointly managed by the science and technology management and finance departments. The main problems with the existing methods of managing technology project expenses are: the allocation has not been managed through information technology, and expense management is mostly handled by documents and forms. This results in low efficiency in the daily R&D expense accounting and a heavy workload for finance personnel.

[0069] There are numerous science and technology project information database systems, providing various users with more ways to query science and technology project information. However, current science and technology project management systems focus primarily on project information and lack methods for collecting and aggregating information content; the basic data for reasonable aggregation is also lacking a systematic approach. Therefore, establishing a comprehensive science and technology project information database to aggregate information is a future direction for the development of scientific research management.

[0070] The related technologies also have the following drawbacks:

[0071] 1. Inadequate Expense Management: The methods for collecting and allocating expenses are cumbersome and complex, and financial personnel lack understanding of technology projects, leading to inadequate expense management. Project expenses are unclear, and due to the lack of reasonable allocation, research and operating expenses are mixed together and difficult to distinguish, affecting the accuracy and rationality of R&D project data collection.

[0072] 2. Traditional cost management methods are time-consuming and labor-intensive: Relying on signed documents requires project team members to frequently travel between department heads, research management departments, and finance departments, consuming significant time and reducing efficiency. The lack of transparency makes it difficult for project team members, research management departments, and finance departments to understand cost usage in real time, hindering project budget control and cost optimization. Furthermore, the large number of documents makes them prone to loss or confusion, further complicating cost management.

[0073] In view of this, this application provides a method and related equipment for information management of scientific and technological projects. This solution can effectively improve the transparency and efficiency of the collection and management of scientific research project funds, ensure the compliance and rationality of fund collection, play an important supporting role in forming a closed loop for R&D expenses in scientific research projects, and solve the problem of insufficient basic data evidence for R&D expenses.

[0074] The method for information management of science and technology projects provided in this application relates to the field of science and technology project management technology. This method can be applied to a terminal, a server, or software running on either a terminal or a server. In some embodiments, the terminal can be a smartphone, tablet, laptop, or desktop computer, but is not limited to these. The server can be configured as an independent physical server, a server cluster or distributed system composed of multiple physical servers, or a cloud server providing basic cloud computing services such as cloud services, cloud databases, cloud computing, cloud functions, cloud storage, network services, cloud communication, middleware services, domain name services, security services, CDN, and big data and artificial intelligence platforms. The server can also be a node server in a blockchain network. The software can be an application implementing the method for information management of science and technology projects, but is not limited to the above forms.

[0075] This application can be used in a wide variety of general-purpose or special-purpose computer system environments or configurations. Examples include: personal computers, server computers, handheld or portable devices, tablet devices, multiprocessor systems, microprocessor-based systems, set-top boxes, programmable consumer electronics devices, network PCs, minicomputers, mainframe computers, and distributed computing environments including any of the above systems or devices. This application can be described in the general context of computer-executable instructions executed by a computer, such as program modules. Generally, program modules include routines, programs, objects, components, data structures, etc., that perform specific tasks or implement specific abstract data types. This application can also be practiced in distributed computing environments where tasks are performed by remote processing devices connected via a communication network. In distributed computing environments, program modules can reside in local and remote computer storage media, including storage devices.

[0076] It should be noted that in all specific embodiments of this application, when processing data related to user identity or characteristics, such as user information, user behavior data, user historical data, and user location information, user permission or consent is obtained first. Furthermore, the collection, use, and processing of this data comply with relevant laws, regulations, and standards. In addition, when embodiments of this application require access to sensitive personal information of users, separate permission or consent from the user is obtained through pop-ups or redirection to confirmation pages. Only after obtaining the user's separate permission or consent is the necessary user-related data required for the proper functioning of these embodiments acquired.

[0077] Figure 1 This is an optional schematic diagram of the science and technology project information management system provided in the embodiments of this application.

[0078] The science and technology project information management system of this invention includes a science and technology project database management module, a visualization module, and a data collection and management module;

[0079] The science and technology project database management module is used for uploading, classifying, retrieving, and reviewing science and technology project data;

[0080] The visualization module is used to display information about the projects that the user is responsible for and involved in.

[0081] The data collection and management module is used to provide the collection, verification, review and summary of cost data; cost data includes the cost of scientific researchers and the cost of scientific instruments and equipment.

[0082] Furthermore, the science and technology project database management module has changed the previous chaotic situation where project data was scattered across different responsible persons' email addresses and paper documents. All data (establishment, milestones, reports, and results) is centralized on a unified platform and managed according to a standardized format. The visualization module can transform complex project data (text, numbers, status) into intuitive graphs, charts, and lists (such as Gantt charts and project lists).

[0083] In some embodiments, the science and technology project database management module includes a project data indexing unit, a project data management unit, a data entry unit, and a daily data management unit;

[0084] The project data indexing unit is used to respond to query requests from the first user and supports fuzzy queries; the first user includes the project leader, department head, and research management personnel.

[0085] The project data management unit provides first-users with CRUD operations for science and technology project data. This data includes project information, researcher information, and basic information on scientific research equipment. Project information includes financial account details, project name, undertaking department, project leader, data provider, project start and end dates, project status, project deliverables at each stage, and monthly work hour data. Researcher information includes researcher name, department, and position. Basic information on scientific research equipment includes serial number, name, purchase date, amount, physical condition, location, department, asset type, equipment type, and responsible person.

[0086] The data entry unit is used to provide data entry to the second users, including project leaders and staff from the Science and Technology Development Department.

[0087] The daily data management unit provides research management personnel with the ability to add, edit, delete, summarize, and export data related to science and technology projects.

[0088] Furthermore, the project data indexing unit improves information retrieval efficiency and user experience, supports fuzzy search, and allows users to quickly locate target projects with just some keywords without having to remember the complete and accurate project name or number. For example, entering "new energy" can find projects related to "new energy vehicles".

[0089] In some embodiments, the visualization module is also used to display project information in stages according to project status; project status includes ongoing, completed, and budgeted.

[0090] The visualization module also provides entry points for searching, adding, and modifying projects.

[0091] Furthermore, when users are viewing a project list or details, if they find that modifications are needed, they can directly perform search, add, or modify operations on the current page, which improves work efficiency and user experience.

[0092] In some embodiments, the data collection and management module includes a data entry unit, a verification unit, an auditing unit, and a summary unit;

[0093] The data entry unit is used by project data entry personnel to fill in work hour data; work hour data includes personnel work hours and equipment work hours;

[0094] The verification unit is used to calculate the total number of working hours from the working hour data within a preset time, compare the total number of working hours with the preset limit value, and generate an early warning signal and mark the abnormal working hour data when the total number of working hours exceeds the limit value.

[0095] The review unit is used by research management personnel to review the submitted work hour data;

[0096] The summary unit is used to summarize the approved working hour data and generate an export report; the report is used to convert the data into data on the collection of scientific research expenses.

[0097] Furthermore, the data collection and management module streamlines and automates the cost collection process, enabling audits based on system-provided alerts and clear data displays. The audit process is recorded by the system, enhancing its traceability, and outputs standardized reports that can be directly used by the finance department.

[0098] In some embodiments, the system also includes a permission management module;

[0099] The access control module is used to assign different data operation permissions to users with different roles; roles include department heads, project leaders, data entry personnel, and research management personnel.

[0100] Department heads have data access permissions that include viewing and modifying data on science and technology projects and expense collection within their department.

[0101] The project leader's data access permissions include viewing and modifying the scientific and technological project data and cost collection information for their project.

[0102] The data operation permissions of the person filling out the form include viewing and modifying the scientific and technological project data and cost collection information of the projects they are responsible for filling out;

[0103] Research management personnel have data access permissions that include viewing and reviewing all submitted data on science and technology projects and the collection of expenses.

[0104] Optionally, the access control module limits the range of data that each role can see and operate, reducing the risk of data chaos due to unfamiliarity with the situation or operational errors.

[0105] This application also provides a method for information management of science and technology projects, the method including:

[0106] Use the science and technology project database management module to upload, classify, retrieve, and review science and technology project data;

[0107] Use visualization modules to display information about the projects you are responsible for and involved in to users;

[0108] The data collection and management module provides operations for collecting, verifying, auditing, and summarizing cost data, including the costs of researchers and the costs of scientific instruments and equipment.

[0109] Optionally, the information management method for science and technology projects provides automated data retrieval, verification, summarization, and report generation to improve management efficiency.

[0110] In some embodiments, the information management method for science and technology projects further includes:

[0111] Establish a project and work hour reporting task sheet; the project and work hour reporting task sheet includes personnel work hour reporting and equipment work hour reporting;

[0112] Data is collected based on the project and work hour reporting task sheets to obtain the work hour data entered by the project reporter;

[0113] Calculate the total number of working hours from the working hour data;

[0114] The total number of working hours is compared with the preset limit. If the total number of working hours exceeds the limit, an early warning signal is generated and the abnormal working hour data is marked, prompting the project submitter to modify the marked working hour data.

[0115] If the total working hours are less than the limit, the working hour data will be submitted to the review unit.

[0116] The time data in the audit unit is audited. If the audit fails, it is returned to the data collection step. If the audit passes, it is marked as audit passed.

[0117] The approved work hour data will be summarized and exported as a report.

[0118] Optionally, the information management method for science and technology projects can collect information within a preset time frame (monthly or annually). Set limits include monthly working hour limits and monthly working hour limits for a single piece of equipment. It proactively detects abnormal data and triggers alerts, prompting relevant personnel to handle the issues. Research management personnel can view the monthly collection tables for all projects in the system and, in conjunction with project progress and budget, evaluate the reasonableness of the submitted data.

[0119] As an optional implementation, this embodiment of the invention also provides a collaborative communication module. Users can use this module for direct cross-departmental communication and data exchange, establishing direct data communication channels based on specific project contexts for researchers, project leaders, research management departments, human resources departments, and finance departments. For example, when filling out work hours, a user can consult the finance department based on the equipment information selected on the page. The filling page redirects to the collaborative communication page, where the user can enter or select quick questions to inquire about whether this equipment has been previously filled out by someone else, how many work hours have been calculated for this equipment, etc. The communication path is transformed from a lengthy chain of "researchers → project leaders → research management departments → finance departments" to a direct point-to-point communication between "researchers → finance departments." This improves the efficiency of filling out forms and communication.

[0120] refer to Figure 2 The technical framework diagram of this invention includes a front-end user UI (Javascript / Bootstrap), a core layer (Asp.net core MVC / C#), a data caching layer (Memory), a persistence layer (Entity Framework Core), and a database (SQL server).

[0121] In some embodiments, the information management method for science and technology projects further includes:

[0122] Research expenses are calculated and allocated based on the reports.

[0123] Optionally, the exported summary data and reports are sent to the human resources department (for calculating personnel labor costs) and the finance department (for calculating equipment depreciation, energy costs, and performing accounting procedures).

[0124] As an optional implementation, this embodiment of the invention provides a science and technology project information management system, including: a science and technology project database management module. This module handles project establishment, project milestones, data collection and reporting, report management, and the uploading, classification, retrieval, and review of results data. It achieves closed-loop control management for research management personnel to track the entire process of research projects. Management personnel at all levels (research management departments, department heads, project leaders, and data entry personnel) can access shared resource information for science and technology projects and extract scheduling data from the shared resource scheduling information.

[0125] The science and technology project database management module has five functions: project data indexing (open to project leaders, department heads, and management departments, supporting fuzzy search), project data management (open to project leaders, department heads, and research management departments), data entry (open to project leaders and the Science and Technology Development Department), and daily data management (for management personnel, with functions for adding, editing, deleting, summarizing, and exporting, supporting fuzzy search). The module interface is open, allowing for customized template development, adding or removing modules, and supplementing required information as needed.

[0126] The main interface displays all projects currently managed and participated in by the user, presented in a list and broken down by phase (in progress, completed, budgeted) and steps, showing the project implementation process completed by the project leader. It provides project search, addition, and modification functions, including editing, deletion, viewing, and project details. Individual project interfaces display the implementation process, showing basic project information, progress information, reported information, and deliverables.

[0127] The data on science and technology projects includes information on the projects themselves, researchers, and basic information on scientific instruments and equipment. Project information includes the financial account number, project name, undertaking department, project leader, person submitting the data, project start and end dates, project status, project deliverables at each stage, and monthly work hour data. Researcher information includes the researcher's name, department, and position. Basic information on scientific instruments and equipment includes the serial number, name, purchase date, amount, physical condition, location, department, asset type, equipment type, and responsible person.

[0128] refer to Figure 3 The project management framework diagram includes project node management (adding, editing, and approving), project budget management (human resources, finance, and approval), and project cost collection (planning, reporting, and review). The project cost collection data includes scientific research equipment data (cost of scientific research instruments and equipment) and scientific research personnel data (cost of scientific research personnel).

[0129] The purpose of this invention is to improve the efficiency of the collection and allocation of scientific and technological projects. The information system for scientific and technological projects realizes closed-loop control of the entire process of scientific research project funding from budget to completion, and has functions such as cost collection, reporting and review. It also realizes basic ledgers of working hours by project and by time period to ensure the integrity of the collected evidence.

[0130] During the budgeting phase, the system of this invention assists researchers and management departments (science and technology, human resources, and finance) in jointly developing a scientific and reasonable budget plan. Based on the actual needs of the project, the project team plans in detail the use and approximate amount of each expense item. Personnel and equipment hours are reported to the system, and the human resources and finance departments issue a budget. The science and technology department, together with the finance department, conducts a preliminary assessment of the budget's rationality, providing researchers with professional advice and references to avoid budgets that are too high or too low.

[0131] refer to Figure 4 The process flow chart for data collection and reporting includes creating a new data collection plan for the current month, traversing projects and generating all data collection and reporting forms for the current month for each project. After the project manager fills in the data collection and reporting form, they check whether the cumulative cost of personnel or equipment meets the requirements. If it does not meet the requirements, the form is filled in again. If it meets the requirements, the data collection and reporting information is merged and a report is generated.

[0132] During project execution, project leaders log into the system monthly to report actual working hours. The human resources and finance department issues expenditure reports, and the science and technology management department conducts a preliminary assessment of the reasonableness of the summarized budget before financial processing and accounting. The reported working hour information is accurately recorded, including the reporting time, working hours, and detailed information about the corresponding project. Researchers can view the collected information at any time through the system, and the science and technology management department can also keep abreast of the project's collection progress, ensuring that funds are reported reasonably according to the budget plan. For the cost collection and reporting function, the system provides a convenient and standardized interface. When reporting collection information, project leaders only need to fill in the collection information for each cost item in detail according to the system's preset templates and requirements, such as personnel working hours and equipment working hours. The system ensures that every piece of data is recorded accurately. The science and technology management department can quickly view the project's cost collection and reporting information through the system, and, in conjunction with the project's actual progress and budget plan, conduct a comprehensive assessment of the reasonableness of fund usage. The system's efficiency and accuracy are improved through comparison and analysis of historical data.

[0133] The science and technology project information management system allows for data export, used to statistically analyze data on research projects, researchers, and the input of research equipment. Research management personnel can export and summarize the data, sending it to the human resources and finance departments for expense accounting. The data collection and management module provides for the collection, verification, review, and summarization of cost data, including the costs of researchers and research equipment.

[0134] Research Personnel Costs: To manage personnel involved in research and provide basic data on research personnel costs for cost aggregation, the system integrates with employee data tables. Research personnel are selected and included in the system. Project submitters choose project team members from the research personnel list, and submit a budgeted monthly research personnel hourly report, serving as the basis for expenditure. If any anomalies are detected in the expenditure aggregation, such as exceeding individual proportions, the system will immediately issue a warning, reminding relevant personnel to take action. If the system determines that there are corresponding work hours for that person's research aggregation, and those work hours do not exceed the monthly total, the system sends feedback information confirming the accuracy of the research personnel's work hours to the science and technology project information management system. Otherwise, the system sends feedback information indicating abnormal work hours expenditure to the science and technology project information management system, which then marks the abnormal work hours as abnormal.

[0135] Scientific Research Equipment Costs: This system manages the scientific research equipment used in research projects, providing fundamental data for the collection of research costs. It interfaces with fixed asset data tables, allowing users to select scientific research equipment for inclusion in the system. Project submitters select scientific research equipment, submit budgets, and provide monthly lists of working hours for scientific research equipment, serving as supporting documentation for equipment depreciation and utility expenses. If any anomalies are detected in the cost collection, such as exceeding the maximum percentage for a single piece of equipment, the system will immediately issue a warning, reminding relevant personnel to take action. If the system determines that there are corresponding working hours for the scientific research equipment, and these hours do not exceed the monthly total, the system sends a verification message confirming the working hours are correct to the science and technology project information management system. Otherwise, the system sends an anomaly message to the science and technology project information management system, which then marks the abnormal working hours as abnormal.

[0136] The system permissions of this invention include:

[0137] 1. Department Head Account: Can view and modify all scientific and technological information and expense collection status of the department.

[0138] 2. Project Leader Account: Can view and modify all scientific and technological information and cost collection details for this project.

[0139] 3. The person filling out the form can view and modify all scientific and technological information and cost collection information for the projects they are responsible for filling out.

[0140] 4. Research management personnel account: can view and review all project scientific and technological information and expense collection status.

[0141] The system used in this invention includes:

[0142] 1. Target audience: Researchers, added by the research management department.

[0143] 2. Login: Follow the relevant WeChat official account via mobile phone, click the "Information System" section in the lower right corner, and enter your OA account and password (it is recommended to bind your WeChat account for first-time login).

[0144] 3.Reference Figure 5 A screenshot of the processing interface:

[0145] The interface includes workflow processing, budget management, HSE management, office automation, performance appraisal, human resources, fixed asset management, and science and technology projects. Among them, science and technology projects include scientific and technological personnel, project management, project milestones, and data collection and reporting. The workflow includes: enter the system—scientific research projects—data collection and reporting.

[0146] 4. Data entry interface

[0147] refer to Figure 6 Research management personnel can view and review the intent of all project submissions. The submission status includes "Pending Submission," "Responsible Person Reviewed," "Scientific and Technological Reviewed," and "Completed." Submission information includes issue number, project number, project name, responsible person, submitter, and status. The interface provides an edit option.

[0148] refer to Figure 7 The project leader and the person filling out the form can view and fill in the collection intention of the projects they are responsible for. The information displayed on the project collection and filling interface includes the period number, project number, project name, project leader, person filling out the form, project progress this month, scientific and technological review comments, filling status, personnel working hours, and equipment working hours; among them, personnel working hours include personnel name, self-raised amount, government subsidy, total amount, and cumulative amount this month; equipment working hours include equipment name, self-raised amount, government subsidy, total amount, cumulative amount this month, electricity consumption, electricity unit price, electricity amount, water consumption, and water unit price.

[0149] The beneficial effects of this invention are: through a set of information systems for science and technology projects, the transparency and efficiency of the collection and management of research project funds can be effectively improved, ensuring the compliance and rationality of fund collection, playing an important supporting role in forming a closed loop for R&D expenses in research projects, and solving the problem of insufficient basic data evidence for R&D expenses.

[0150] 1. Schedule Management: Enables multi-level planning from project to task, and provides rich visualization charts to track execution progress in real time.

[0151] 2. Process Management: Enables reasonable allocation of R&D expenses, personnel costs, depreciation, and long-term amortization; summarizes expenses monthly and annually; and quickly exports R&D expense allocation summary tables, ensuring that the collected financial data is based on evidence, traceable, and improving the efficiency of scientific and technological data statistics.

[0152] 3. Team Collaboration: Supports one-stop collaboration across departments and multiple roles, enhancing organizational information transparency. Enables multi-party sharing and visualized end-to-end management, reducing the daily administrative time investment of managers and project leaders, and improving the digitalization of leadership decision-making.

[0153] 4. Efficiency Improvement: By automating processes, team efficiency is enhanced, reducing the daily data processing time for research and management personnel by more than half. Online management and backup of project materials, remote control, and real-time mobile office capabilities have been achieved, significantly improving project team efficiency. Currently, there is no similar information management system available; however, technical services can be provided if needed. Existing ISO and ERP systems on the market cannot achieve the data aggregation functions of this system.

[0154] 5. Open Expansion: Possesses rich application and plugin capabilities, expanding the boundaries of product capabilities and matching customized enterprise scenarios. It helped our institute develop an information system for enterprise-specific science and technology projects, achieving seamless integration during startup and deployment, and enabling rapid and low-cost maintenance and optimization in the later stages.

[0155] Key aspects of this invention include:

[0156] 1. A science and technology project information management system that enables the uploading, classification, retrieval, and review of project establishment, project milestones, data collection and reporting, report management, and standard data. This achieves closed-loop control and management of the entire research project process.

[0157] 2. An information system for science and technology projects, enabling closed-loop control of research project funding from budgeting to project completion, including functions such as cost collection, reporting, and verification. It also establishes basic work hour ledgers by project and time period to ensure the completeness of collected evidence.

[0158] This application also provides an electronic device, which includes a memory and a processor. The memory stores a computer program, and the processor executes the computer program to implement the above-described method. This electronic device can be any smart terminal, including tablet computers and mobile phones.

[0159] It is understood that the content of the above method embodiments is applicable to this device embodiment. The specific functions implemented by this device embodiment are the same as those of the above method embodiments, and the beneficial effects achieved are also the same as those achieved by the above method embodiments.

[0160] Please see Figure 8 , Figure 8 The hardware structure of an electronic device according to another embodiment is illustrated. The electronic device includes:

[0161] The processor 801 can be implemented using a general-purpose CPU (Central Processing Unit), microprocessor, application-specific integrated circuit (ASIC), or one or more integrated circuits, and is used to execute relevant programs to implement the technical solutions provided in the embodiments of this application.

[0162] The memory 802 can be implemented as a read-only memory (ROM), a static storage device, a dynamic storage device, or a random access memory (RAM). The memory 802 can store the operating system and other application programs. When the technical solutions provided in the embodiments of this specification are implemented through software or firmware, the relevant program code is stored in the memory 802 and is called and executed by the processor 801 using the methods described in the embodiments of this application.

[0163] The 803 input / output interface is used to implement information input and output.

[0164] The communication interface 804 is used to enable communication and interaction between this device and other devices. Communication can be achieved through wired means (such as USB, Ethernet cable, etc.) or wireless means (such as mobile network, WIFI, Bluetooth, etc.).

[0165] Bus 805 transmits information between various components of the device (e.g., processor 801, memory 802, input / output interface 803, and communication interface 804);

[0166] The processor 801, memory 802, input / output interface 803, and communication interface 804 are connected to each other within the device via bus 805.

[0167] This application also provides a computer-readable storage medium storing a computer program that, when executed by a processor, implements the above-described method.

[0168] It is understood that the content of the above method embodiments is applicable to this storage medium embodiment. The specific functions implemented in this storage medium embodiment are the same as those in the above method embodiments, and the beneficial effects achieved are also the same as those achieved in the above method embodiments.

[0169] This application also provides a computer program product, including a computer program that, when executed by a processor, implements the above-described method.

[0170] It is understood that the content of the above method embodiments is applicable to the embodiments of this program product. The specific functions implemented by the embodiments of this program product are the same as those of the above method embodiments, and the beneficial effects achieved are also the same as those achieved by the above method embodiments.

[0171] Memory, as a non-transitory computer-readable storage medium, can be used to store non-transitory software programs and non-transitory computer-executable programs. Furthermore, memory may include high-speed random access memory, and may also include non-transitory memory, such as at least one disk storage device, flash memory device, or other non-transitory solid-state storage device. In some embodiments, memory may optionally include memory remotely located relative to the processor, and these remote memories can be connected to the processor via a network. Examples of such networks include, but are not limited to, the Internet, intranets, local area networks, mobile communication networks, and combinations thereof.

[0172] The information management method, system, electronic device, storage medium, and program product for science and technology projects provided in this application can effectively improve the transparency and efficiency of scientific research project funding collection and management by providing multi-level planning from project to task and offering rich visualization charts to track execution progress in real time. This ensures the compliance and rationality of funding collection, plays an important supporting role in forming a closed loop for R&D expenses in scientific research projects, and solves the problem of insufficient basic data evidence for R&D expenses.

[0173] The embodiments described in this application are for the purpose of more clearly illustrating the technical solutions of the embodiments of this application, and do not constitute a limitation on the technical solutions provided by the embodiments of this application. As those skilled in the art will know, with the evolution of technology and the emergence of new application scenarios, the technical solutions provided by the embodiments of this application are also applicable to similar technical problems.

[0174] Those skilled in the art will understand that the technical solutions shown in the figures do not constitute a limitation on the embodiments of this application, and may include more or fewer steps than shown, or combine certain steps, or different steps.

[0175] The system embodiments described above are merely illustrative. The units described as separate components may or may not be physically separate; that is, they may be located in one place or distributed across multiple network units. Some or all of the modules can be selected to achieve the purpose of this embodiment according to actual needs.

[0176] Those skilled in the art will understand that all or some of the steps in the methods disclosed above, as well as the functional modules / units in the systems and devices, can be implemented as software, firmware, hardware, or suitable combinations thereof.

[0177] The terms “first,” “second,” “third,” “fourth,” etc. (if present) in the specification and accompanying drawings of this application are used to distinguish similar objects and are not necessarily used to describe a specific order or sequence. It should be understood that such data can be interchanged where appropriate so that the embodiments of this application described herein can be implemented in orders other than those illustrated or described herein. Furthermore, the terms “comprising” and “having,” and any variations thereof, are intended to cover non-exclusive inclusion; for example, a process, method, system, product, or apparatus that comprises a series of steps or units is not necessarily limited to those steps or units explicitly listed, but may include other steps or units not explicitly listed or inherent to such processes, methods, products, or apparatus.

[0178] It should be understood that in this application, "at least one (item)" means one or more, and "more than" means two or more. "And / or" is used to describe the relationship between related objects, indicating that three relationships can exist. For example, "A and / or B" can represent three cases: only A exists, only B exists, and both A and B exist simultaneously, where A and B can be singular or plural. The character " / " generally indicates that the preceding and following related objects are in an "or" relationship. "At least one (item) of the following" or similar expressions refer to any combination of these items, including any combination of single or plural items. For example, at least one (item) of a, b, or c can represent: a, b, c, "a and b", "a and c", "b and c", or "a and b and c", where a, b, and c can be single or multiple.

[0179] In the embodiments provided in this application, it should be understood that the disclosed systems and methods can be implemented in other ways. For example, the system embodiments described above are merely illustrative; for instance, the division of the units described above is only a logical functional division, and in actual implementation, there may be other division methods. For example, multiple units or components may be combined or integrated into another system, or some features may be ignored or not executed. Furthermore, the coupling or direct coupling or communication connection shown or discussed may be through some interfaces; the indirect coupling or communication connection between systems or units may be electrical, mechanical, or other forms.

[0180] The units described above as separate components may or may not be physically separate. The components shown as units may or may not be physical units; that is, they may be located in one place or distributed across multiple network units. Some or all of the units can be selected to achieve the purpose of this embodiment according to actual needs.

[0181] Furthermore, the functional units in the various embodiments of this application can be integrated into one processing unit, or each unit can exist physically separately, or two or more units can be integrated into one unit. The integrated unit can be implemented in hardware or as a software functional unit.

[0182] If the integrated unit is implemented as a software functional unit and sold or used as an independent product, it can be stored in a computer-readable storage medium. Based on this understanding, the technical solution of this application, in essence, or the part that contributes to the prior art, or all or part of the technical solution, can be embodied in the form of a software product. This computer software product is stored in a storage medium and includes multiple instructions to cause a computer device (which may be a personal computer, server, or network device, etc.) to execute all or part of the steps of the methods of the various embodiments of this application. The aforementioned storage medium includes various media capable of storing programs, such as USB flash drives, portable hard drives, read-only memory (ROM), random access memory (RAM), magnetic disks, or optical disks.

[0183] The preferred embodiments of the present application have been described above with reference to the accompanying drawings, but this does not limit the scope of the claims of the present application. Any modifications, equivalent substitutions, and improvements made by those skilled in the art without departing from the scope and substance of the embodiments of the present application shall be within the scope of the claims of the present application.

Claims

1. A science and technology project information management system, characterized in that, The system includes a science and technology project database management module, a visualization module, and a data collection and management module. The science and technology project database management module is used for uploading, classifying, retrieving, and reviewing science and technology project data; The visualization module is used to display information about the projects the user is responsible for and involved in. The data collection and management module is used to provide the collection, verification, review and summary of cost data; the cost data includes the cost of scientific researchers and the cost of scientific instruments and equipment.

2. The system according to claim 1, characterized in that, The science and technology project database management module includes a project data indexing unit, a project data management unit, a data entry unit, and a daily data management unit; The project data indexing unit is used to respond to the query request of the first user and supports fuzzy search; the first user includes the project leader, department head and scientific research management personnel. The project data management unit is used to provide the first user with CRUD operations on science and technology project data. The science and technology project data includes project information, researcher information, and basic information on scientific research instruments and equipment. The project information includes financial account number, project name, undertaking department, project leader, submitter, project start and end dates, project status, project stage deliverables, and monthly work hour collection information. The researcher information includes the researcher's name, department, and position. The basic information on scientific research instruments and equipment includes serial number, name, purchase date, amount, physical condition, location, department, asset type, equipment type, and responsible person. The data entry unit is used to provide data entry to the second user; the second user includes the project leader and personnel from the Science and Technology Development Department. The daily data management unit is used to provide the scientific research management personnel with operations for adding, editing, deleting, summarizing and exporting the scientific and technological project data.

3. The system according to claim 1, characterized in that, The visualization module is also used to display project information in stages according to project status; the project status includes ongoing, completed, and budgeted. The visualization module also provides entry points for project search, addition, and modification operations.

4. The system according to claim 1, characterized in that, The data collection and management module includes a data entry unit, a verification unit, an auditing unit, and a summary unit; The reporting unit is used by project reporters to fill in working hour data; the working hour data includes personnel working hours and equipment working hours. The verification unit is used to calculate the total number of working hours from the working hour data within a preset time period, compare the total number of working hours with a preset limit value, and generate an early warning signal and mark the abnormal working hour data when the total number of working hours exceeds the limit value. The review unit is used by research management personnel to review the submitted working hour data; The aggregation unit is used to aggregate the approved working hour data and generate an export report; The report is used to convert data into information on the collection of research expenses.

5. The system according to claim 1, characterized in that, The system also includes a permission management module; The permission management module is used to assign different data operation permissions to users with different roles; the roles include department heads, project leaders, data entry personnel, and scientific research management personnel. The data operation permissions of the department head include viewing and modifying the science and technology project data and expense collection information of their department; The data operation permissions of the project leader include viewing and modifying the scientific and technological project data and cost collection information of the project under their jurisdiction; The data operation permissions of the person filling out the form include viewing and modifying the science and technology project data and cost collection status of the project they are responsible for filling out; The data operation permissions of the scientific research management personnel include viewing and reviewing the data of all scientific and technological projects and the collection of expenses.

6. A method for information management of science and technology projects, characterized in that, The method includes: The aforementioned science and technology project database management module is used to upload, classify, retrieve, and review science and technology project data; The visualization module is used to display information about the projects the user is responsible for and involved in. The data collection and management module is used to collect, verify, audit, and summarize cost data, which includes the costs of researchers and the costs of scientific instruments and equipment.

7. The method according to claim 6, characterized in that, The method further includes: Establish a project and work hour reporting task form; the project and work hour reporting task form includes personnel work hour reporting and equipment work hour reporting; Data is collected based on the project and work hour reporting task sheet to obtain the work hour data entered by the project reporter; The total number of working hours is obtained by calculating the working hour data. The total number of working hours is compared with a preset limit value. If the total number of working hours exceeds the limit value, an early warning signal is generated and the abnormal working hour data is marked, prompting the person filling out the project to modify the marked working hour data. If the total number of working hours is less than the limit value, the working hour data will be submitted to the review unit. The working hour data in the audit unit is audited. If the audit fails, the process is returned to the data collection step. If the audit passes, the process is marked as audit passed. The approved work hour data will be summarized and exported as a report.

8. The method according to claim 7, characterized in that, The method further includes: Research expenses are calculated and allocated based on the aforementioned reports.

9. An electronic device, characterized in that, The electronic device includes a memory and a processor, the memory storing a computer program, and the processor executing the computer program to implement the method of any one of claims 6 to 8.

10. A computer program product, comprising a computer program, characterized in that, When the computer program is executed by a processor, it implements the method of any one of claims 6 to 8.

Images