Engineering project management system

Abstract

The invention discloses an engineering project management system, which comprises a system management system and a working platform, and is characterized in that the system management system comprises a fund management module, a company information management module, a bidding management module and a data analysis module; the working platform comprises a project management module, a contract management module, an approval management module, an invoice management module, a material management module, a partner management module and a law management module. According to the invention, a set of engineering project management system which enables the data intelligent decision-making capability based on a novel mobile internet technology to penetrate through an enterprise operation full-process automatic business scene, intelligently enables an enterprise through mobile data, improves the core competitiveness of the enterprise, and assists a construction engineering enterprise to realize digital transformation is established.

Description

Technical Field

[0001] This invention relates to the field of information management for construction engineering enterprises, specifically to an engineering project management system that enhances the refined management of project processes. Background Technology

[0002] With the rapid development of the market economy, competition among enterprises is becoming increasingly fierce, and construction engineering companies, which are deeply affected by policies, are no exception. Strengthening the refined management of project processes has become an important way for construction engineering companies to enhance their competitiveness.

[0003] In today's era of ubiquitous systems in engineering management, software has become a crucial carrier of information exchange and an indispensable window into our daily lives. Currently, information technologies represented by cloud computing, big data, and the Internet of Things are permeating all aspects of social life at an unprecedented speed and scale, subtly influencing people's ways of thinking, behavioral habits, and value judgments, and fundamentally altering existing business operation models and social trajectories. In the construction industry, software is never lacking. Various budgeting software, procurement management software, and financial management software have all laid the groundwork for project cost control. However, how to break down the information silos between different modules and effectively integrate them to adopt diverse engineering management methods and personalized, end-to-end control of individual projects; how to connect the company with upstream and downstream partners, branches, project departments, suppliers, and other stakeholders through the company's overall construction engineering management platform, thus creating a seamless business chain and a complete engineering management ecosystem—these remain largely unseen.

[0004] The project management system enables comprehensive information management of the company's automated engineering projects. Designed and developed based on years of industry management experience and advanced management consulting concepts, it achieves flexible information management processes for projects of different types and scales.

[0005] The project management system can manage the entire lifecycle of industrial automation projects. It has functions such as personal workbench, technical support, pre-sales technical solutions and budgets, contract signing, project initiation, template-based production schedule planning, project team maintenance, implementation phase solutions and budgets, technical procurement applications, material requirement coordination, logistics and delivery, arrival status inquiry, daily communication, project changes, invoice applications, invoice payment collection, working hours statistics, technical performance, project closure, project execution evaluation and project manager performance calculation, template maintenance, MOM system interface, etc., and also takes into account various functions such as workflow approval at each stage.

[0006] Existing project management systems manage project budgets, schedules, and cost analyses separately, creating information silos and leading to deviations in project management, particularly loss of cost control during construction. Furthermore, existing project management systems often suffer from limited functionality, failing to meet the practical needs of large-scale projects. Henan Wenxiang Intelligent Technology Co., Ltd. has independently developed a project management platform leveraging technologies such as the Internet, cloud computing, and mobile big data. Summary of the Invention

[0007] To address the shortcomings of existing technologies, such as the large number of construction projects undertaken by construction companies, their dispersed locations, long project cycles, high communication costs, and the lack of correlation between project contract information, accounts receivable and payable, and invoice information, which hinder efficient collaboration, this invention establishes a project management system that integrates data-driven intelligent decision-making capabilities based on new mobile internet technologies into the entire automated business process of enterprises. This system empowers enterprises with mobile data intelligence, enhances their core competitiveness, and helps construction companies achieve digital transformation.

[0008] The engineering project management system includes a system management system and a working platform, characterized in that: the system management system includes a fund management module, a company information management module, a bidding management module, and a data analysis module; the working platform includes a project management module, a contract management module, an approval management module, an invoice management module, a materials management module, a partner management module, and a legal management module; The company information management module mainly displays and manages internal company information, including the company profile module, company branch module, company policy module, company database module, professional / occupational qualification information module, project tax payment certificate module, social security payment certificate module, employee information module, and payment account module. The bidding management module is mainly for the full lifecycle management of internal bidding within the company, and mainly includes a bidding project list module, a project list module, and a report statistics module. The data analysis module primarily focuses on the statistical analysis and refinement of data within the system, followed by its visualization. It allows users to intuitively and clearly understand the business situation. It is divided into three parts: operational reports, data statistics, and visualization. Subclass; The workbench mainly displays information that the user needs to pay attention to in the company; the project management module is one of the core modules of this management system, which mainly realizes the recording and implementation of all processes in the project bidding process from preparation to bidding, and the registration, query and export of information for each project. The contract management module primarily manages commonly used company contracts and contract templates, as well as resources. Shared information. Contracts reflect the work performance of the management department and are the lifeblood of the company; this module's functions are based on the company's... The company needs to set up some general contract templates to reduce the number of relevant personnel who cannot find contract templates or whose contracts are not in a standard format. The issue is that template management mainly involves displaying contract templates to facilitate searching by relevant personnel. The approval management module manages the approval process, approval process templates, and approval records. It allows users to add and modify approvals and provides a summary display of approval records. The invoice management module registers and displays the types of invoices received and issued by the company. It can automatically fill in the invoice content, reducing the workload of employees; it includes an invoice registration submodule, an invoice receipt registration submodule, and a tax calculation submodule. The materials management module manages the materials needed for a project from application and purchase to delivery, including procurement. The module includes a purchase application submodule, a purchase contract submodule, a material warehousing submodule, and a material outbound submodule. The Partners module is for online management of information on key stakeholders in the project. It includes sub-modules for owner management, supplier management, accounts receivable / payable personnel, and actual construction personnel.

[0009] The legal management module is a summary and management module for litigation information that may be encountered or has been carried out in various engineering projects, including a case library submodule and a litigation case management submodule.

[0010] The bidding management module is as follows: (1) Through the bidding management module, bidders can establish a concise and clear market information and bidding list items, help users establish a database of past bidding information and bidding resources of enterprises, and manage and analyze them to provide sufficient auxiliary information for bidding analysis, bidding price and bidding decision-making; (2) Establish a data bridge with the approval management to monitor the payment and return of bidding projects, bid security or bid bond of enterprises in real time; (3) The bidding process is set with reminders to ensure that company members are aware of the bidding progress in real time, which facilitates the planning of all project management work.

[0011] The project management module includes the following modules: Project Payment Information Management Module, Construction Payment - Receipt Details Management Module, Construction Payment - Disbursement Details Management Module, Accounts Receivable / Payable Management Module, Other Expenses - Management Module Fee Management Module, Other Expenses - Company Advance Payment Management Module, Other Expenses - Tax Management Module, Other Expenses - Loan Management Module, Other Expenses - Construction Engineer Fee Management Module, Other Expenses - Deposit Management Module, Other Expenses - Other Management Module, Foreign Trade Certificate Management Module, Project Invoice Information Management Module, Project Invoicing Information Management Module, Bill of Quantities Management Module, Project Contract Status Management Module, and Project Kanban Management Module.

[0012] Positive and beneficial effects: This invention aims to solve problems faced by construction companies, such as numerous and geographically dispersed projects, long project cycles, high communication costs, and a lack of correlation between project contract information, accounts receivable and payable, and invoice information, hindering efficient collaboration. By collecting and analyzing data, the geographical locations of construction projects are visualized, facilitating the viewing of the distribution of each project across the country.

[0013] This invention uses historical data to create comparative and trend charts of company development. Data such as payment collection for each project, the utilization rates of personnel, materials, and machinery, contract signing status, invoice provision status, and progress can be queried, compared, and analyzed at any time. Its advantages are mainly reflected in the following aspects: 1. Throughout the project lifecycle, project schedule will be the primary basis for tracking project progress. Real-time monitoring of project progress will allow for the timely identification of potential delays or problems, and appropriate adjustments will be made to ensure timely project completion. Cost management will be a core focus, achieved through budgeting, cost tracking, and cost analysis. Cost overruns or potential cost risks will be identified promptly, and corresponding adjustments and controls will be implemented to maintain the project's economic viability.

[0014] 2. Establish a database for storing and tracking corporate bidding information, and conduct effective management and analysis. This database will include relevant information for each bidding project, including project name, bidding date, bid amount, and competitors. By organizing and analyzing this information, companies can understand their own bidding situation, assess their competitiveness, and develop better bidding strategies.

[0015] 3. Establish a comprehensive financial management system to fully manage and monitor the company's financial activities, covering information on contract payments, project receipts, project expenditures, and other expenses. By analyzing this information, the company can extract key indicators and data for comprehensive statistical analysis, optimize capital allocation and operation, reduce business risks, improve capital utilization efficiency, and provide strong support for the company's development and decision-making.

[0016] 4. Track the status of enterprise project contracts. By using pre-defined parameter thresholds and data such as actual contract details and invoice payments, analyze and organize this information to anticipate project risks and make adjustments accordingly. Attached Figure Description

[0017] Figure 1 This is a system overall functional block diagram of the present invention.

[0018] Figure 2 This is a block diagram of the technical logic system. Implementation

[0019] The invention will now be further described with reference to the accompanying drawings: like Figure 1 , Figure 2 As shown, the project management system includes a system management system and a work platform. The system management system includes a fund management module, a company information management module, a bidding management module, and a data analysis module. The work platform includes a project management module, a contract management module, an approval management module, an invoice management module, a materials management module, a partner management module, and a legal management module. The overall concept of the technical solution provided in this application is as follows: The project management system primarily revolves around the company's projects: (I) Bidding Management Module (1) Through the bidding management module, bidders can establish concise and clear market information and bidding list items, help users build a database of past bidding information and bidding resources of enterprises, and manage and analyze them to provide sufficient auxiliary information for bidding analysis, bidding pricing and bidding decision-making.

[0020] (2) Establish a data bridge with the approval management system to monitor the payment and refund of enterprise bidding projects, bid security deposits or bid bonds in real time.

[0021] 1) By utilizing the bidding and filing process, companies can clearly understand the bidding status of their members and avoid multiple people repeatedly bidding on the same project, thus avoiding unnecessary losses.

[0022] 2) By filing payment and refund applications for bid bonds or bid guarantees, the company can archive fund transfer records and monitor its fund allocation in real time.

[0023] (3) The bidding process is set with reminders to ensure that company members are aware of the bidding progress in real time, which facilitates the planning of all project management work.

[0024] 1) Project Registration Companies can set the number of days themselves. Before the deadline for bidding projects, they can calculate the deadline based on the number of days and send reminders to the relevant business contacts through in-system messages and the service account of the associated WeChat mini-program.

[0025] 2) Budgeting Companies set their own number of days. Before the bid opening, they calculate the number of days based on the bid opening time and push information to the relevant budget officer through in-site messages and the service account of the associated WeChat mini-program.

[0026] 3) Tender document preparation Companies can set the number of days themselves. Before the bid opening, based on the bid opening time and the number of days, they will push information to the bid document preparer for the project via in-site messages and the service account of the associated WeChat mini-program.

[0027] 4) Tender document review Companies can set the number of days themselves. Before the bid opening, based on the bid opening time and the number of days, they can push information through in-site messages and the service account of the associated WeChat mini-program to remind the bid reviewer of the project.

[0028] 5) Payment of security deposit or letter of guarantee Companies can set their own number of days. Before the deadline for payment of bid security or letter of guarantee, they can calculate the deadline based on the number of days and send a reminder to the relevant business contact person for the project via in-site messages and the service account of the associated WeChat mini-program.

[0029] 6) Project Bidding Companies can set the number of days themselves. Before the bid opening, based on the bid opening time and the number of days, they can push information through in-site messages and the service account of the associated WeChat mini-program to remind the bid opening client of the project.

[0030] Engineering project management is a series of activities that utilize scientific concepts, procedures, and methods, and employ advanced management technologies and modern management tools to plan, organize, coordinate, and control the investment and construction of engineering projects. The task of engineering project management is to select appropriate management methods, construct a scientific management system, and conduct standardized and orderly management to ensure coordinated, smooth, and efficient work at each stage and link of project decision-making and implementation, so as to achieve the investment and construction goals of the engineering project and realize economical investment, high quality, and good results.

[0031] Using the concept of knowledge domains, the knowledge required for project management is divided into 17 relatively independent parts: Project Payment Information Management, Construction Payment - Receipt Details Management, Construction Payment - Disbursement Details Management, Accounts Receivable and Payable Management, Other Expenses - Management Fee Management, Other Expenses - Company Advance Payment Management, Other Expenses - Tax Management, Other Expenses - Loan Management, Other Expenses - Construction Engineer Fee Management, Other Expenses - Deposit Management, Other Expenses - Other Management, Foreign Trade Certificate Management, Project Invoice Information Management, Project Invoicing Information Management, Bill of Quantities Management, Project Contract Status Management, and Project Kanban Management.

[0032] (1) Project payment information management Specifically, businesses can view detailed information on all contracts (including labor, materials, machinery, and others) for a single project, covering contract type, name and bank account of the contracting entity or individual, invoice type, tax rate, contract amount, amount paid, amount invoiced, and the difference between the paid and invoiced amounts. The system allows for batch uploading of downloaded templates for historical projects. When adding new payment information, the system supports simultaneously adding historical payment details and invoice information to the payment account. Further details regarding contract payment data sources and associated invoices are described as follows: 1) The contract material details in the project payment information are the materials in the bill of quantities entered for this project. The material specifications can only be selected from the material names and specifications already entered in the system. The material unit price is the material unit price in the actual signed contract. The material quantity is the material quantity in the actual signed contract (after the material quantity is entered, it will be automatically summarized into the signed contract quantity of the corresponding material in the bill of quantities for this project). The total material price is the total material price in the actual signed contract (after the total material price is entered, it will be automatically summarized into the signed contract total price of the corresponding material in the bill of quantities for this project).

[0033] 2) For contract payments in the project, additional payments can be made directly in the project. The categories of additional payments include: personal advance payments, company advance payments, and project payment.

[0034] Personal advance payment refers to the project manager using their own funds to advance the actual contract payments incurred by the company in the project. The meaning, functional logic, and underlying data flow of the personal advance payment process in approval management are consistent with this. Specifically, the payer in "Additional Payment" and the payer in "Personal Advance Payment in Approval Management" correspond to the personnel who actually have cash flow with the company. The amount received in "Additional Payment" and the amount transferred in "Personal Advance Payment in Approval Management" correspond to the total self-raised amount in the project dashboard. The payment amount in "Additional Payment" and the payment amount in "Personal Advance Payment in Approval Management" correspond to the self-raised amount already disbursed in the project dashboard.

[0035] Company advance payment refers to funds prepaid by the company for its own projects, or actual payments made to the company by the person in charge of a joint venture project. The meaning, functional logic, and underlying data flow of the company advance payment process in approval management are consistent with this. Specifically, the payer in the "Additional Payment" and the payer in the "Company Advance Payment" process in approval management correspond to the company's actual payment account.

[0036] Project payment refers to the user receiving project funds from the owner to pay the actual contract payments incurred for the project. The meaning, functional logic, and underlying data flow of the project payment process in approval management are consistent with this. Specifically, the payer in "Additional Payment" and the payer in "Approval Management Project Payment" correspond to the company's actual payment account, and the payment amount in "Additional Payment" and the current payment amount in "Approval Management Project Payment" correspond to the already paid project funds in the project dashboard.

[0037] 3) The contract material details in the approval management of additional payments and various categories for personal advances, company advances, and project payment disbursements are the materials for the contracts already signed for the corresponding project. Among them, the material specifications can only be the material names and specifications actually signed in the corresponding contracts. The material unit price is the material unit price in the actual signed contract (after the material unit price is entered, it will be automatically summarized to the purchase unit price of the corresponding material in the bill of quantities for the project and participate in the weighted average calculation). The material quantity is the material quantity actually paid this time (after the material quantity is entered, it will be automatically summarized to the paid contract quantity of the corresponding material in the bill of quantities for the project). The total material price is automatically calculated. The calculation formula is: material unit price * material quantity = total material price. After entering any two items, the system will automatically calculate the last item (the total material price will be automatically summarized to the paid amount of the corresponding material in the bill of quantities for the project).

[0038] 4) Adding an invoice in the "More Operations" section of the corresponding contract will automatically link the newly entered invoice to the contract. After successful linking, you can view the invoice information in the invoice records of the corresponding contract and cancel the linking.

[0039] 5) When linking invoices in the "More Operations" section of a corresponding contract, you can only query invoices that have actually occurred for the project and have been entered into the system's project invoice receipt information, provided that the invoice has not yet been linked to any other contracts. After successful linking, you can view the invoice information in the invoice records of the corresponding contract and then cancel the linking operation.

[0040] (2) Project Payment - Receipt Details Management The categories of project payments include the following: project payments, electronic acceptances, and payments for properties acquired through construction.

[0041] 1) Project payment refers to the payment received by a company for completed or finished projects, settled with the project owner according to the contract and project settlement regulations. It is calculated based on the cost of the project, including direct costs, indirect costs, profit, and taxes. The project payment details management system records the actual payments made to the company by the project owner.

[0042] 2) Electronic acceptance is a type of bill of exchange accepted electronically. It is signed online by the beneficiary and the acceptor. The payment amount is sent by the beneficiary to the designated address according to the contract terms. Upon receipt of confirmation by the beneficiary, the acceptor immediately accepts the bill. Electronic bills of exchange typically consist of electronic commercial drafts and electronic commercial payments. The electronic commercial draft is issued by the beneficiary and includes the beneficiary's name, the amount to be paid, the payment date, and the maturity date. The electronic commercial payment is the method by which the beneficiary pays the amount to the acceptor.

[0043] 3) "Construction-backed housing" refers to housing where the construction payment is used to offset the purchase price of the property. This involves converting the construction cost into cash and transferring it to the construction company. As is well known, after completing a project, the developer must pay the contractor the full amount owed. However, due to various reasons, the contractor often fails to receive payment on time. For the mutual benefit of both parties, through mutual agreement, the real estate developer transfers a portion of the housing to the developer as payment for the construction work; this serves as collateral for the construction project.

[0044] (3) Project Funds - Payment Details Management After receiving the project payment from the owner, the company compiles a detailed summary of all actual payments made in the project and all payments made using the project payment.

[0045] The categories for project payment details include the following: material contracts, labor contracts, machinery contracts, other contracts, other expenses - management fees, other expenses - construction engineer fees, other expenses - loans, other expenses - deposits, other expenses - other, accounts receivable / payable - project payment, approvals - company advance payment - repayment registration, additional payments - company advance payment - repayment registration, taxes - foreign trade permits - company advance payment - repayment registration, taxes - foreign trade permits - project payment, and taxes - invoicing - project payment. All of these categories are included in the summary calculation of paid project payments.

[0046] 1) Material contracts, labor contracts, machinery contracts, and other contracts For all material, labor, machinery, or other contracts signed by the company for this project, when payment is made using the "Project Payment After Payment" option, the data is automatically synchronized to the Project Payment - Disbursement Details Management system. This includes the processes for directly adding funds to the contract and approving project payment disbursements within the project payment management system.

[0047] 2) Other expenses - management fee, other expenses - construction engineer fee, other expenses - other The management fees, construction engineer fees, or other charges collected by the construction company for this project are directly deducted from the project funds allocated by the owner, rather than being paid separately by the project manager, and are all summarized and counted in a unified manner.

[0048] 3) Other expenses - Loan, approval - Company advance payment - Repayment registration, Additional loan - Company advance payment - Repayment registration, Taxes - Foreign trade certificate - Company advance payment - Repayment registration The project owner has not yet disbursed the project funds. The project manager borrowed funds from the company to pay for the actual contract payments or advance payments for foreign trade permits, ensuring the project's smooth progress. Once the project owner disburses the project funds, the company will directly transfer the funds to settle the outstanding loan. If the project manager repays the loan using other funds, this transaction will not be included in this data.

[0049] 4) Other fees - deposit Due to various reasons or other circumstances, the project manager may temporarily hold a portion of the funds in consultation with the company. The company will refund the deposit once the agreed-upon conditions or requirements are met. The "Project Funds - Payment Details" management only records instances where project funds are used as deposits; payments made directly by the project manager are not included. After the company refunds the deposit, this transaction will no longer be recorded here; the project dashboard will show the deduction of this amount from the already paid project funds.

[0050] 5) Accounts Receivable / Payable - Project Payment The project manager used their own funds to advance the actual contract payments incurred by the company in this project. When the company repays the project funds after the owner disburses the funds, the repayment is recorded in the statistics. If the company's repayment is categorized as a self-raised fund refund, it is not included in the overall calculation.

[0051] 6) Payment of taxes - Foreign Trade Certificate - Project Payment; Payment of taxes - Invoice - Project Payment The company uses project funds to pay taxes for invoices issued to project owners, or taxes payable locally for projects located in other areas. Taxes paid through other means (personal payment, company advance payment, invoice offset) are not included in the aggregate calculation.

[0052] (4) Management of accounts receivable and payable In the actual project payment information, all payments categorized as non-construction payments, including those for contract payments, are counted as project-related personnel. The project dashboard statistics for total self-raised funds, self-raised funds already spent, self-raised funds balance, repaid self-raised funds, and outstanding self-raised funds represent the self-raised funds and repayments of all personnel involved in the actual project-related payments.

[0053] 1) The data summarized in the Project Payment Information Management section of Accounts Receivable and Payable Management includes: Total Self-Raised Amount and Self-Raised Amount Already Spent, plus Self-Raised Balance = Total Self-Raised Amount - Self-Raised Amount Already Spent. The payment records section details the payment records for all contracts under this project for the personnel involved in the accounts receivable and payable.

[0054] 2) The receivables and payables management system allows direct registration of repayments for personnel with receivables and payables. At the same time, the repayment process in the approval management system also allows repayment operations for the personnel with receivables and payables for the corresponding projects. Both sets of data are summarized in the repayment records of the receivables and payables management system.

[0055] 3) When the payment category in the repayment registration is "project payment," it means that the project funds are used to repay the accounts payable. When the payment category is "self-raised funds refund," it means that the project manager has not used up the self-raised funds, and the company will repay the accounts payable with the remaining self-raised funds.

[0056] (5) Other expenses - management fees The data source for the management fee module in the project dashboard is as follows: The total amount of management fees receivable, the percentage of management fees receivable, and the management fee commission are all agreed-upon values ​​between the company and relevant personnel. The Other Expenses - Management Fee Management section records all management fees collected for this project, and summarizes the total management fees collected on the project dashboard. Whether the collected management fees are used for project payments determines whether these fees participate in the settlement of project payments.

[0057] (6) Other expenses - Company advance payment management When the project payment information is supplemented with information on company advance payments, approval management company advance payments, project invoicing information, and foreign trade certificate tax payments, and the category is company advance payments, the data is summarized in Other Expenses - Company Advance Payment Management.

[0058] When registering subsequent repayments made by the company, it distinguishes between payments made for construction work or repayments made with self-raised funds. If the payments were made for construction work, they are included in the settlement statistics corresponding to the construction work (which corresponds to the construction work already paid in the project dashboard).

[0059] (7) Other expenses - tax management The company uses project funds to pay taxes for invoices issued to project owners, or taxes payable locally for projects located in other locations. Tax management data sources include two main categories: invoices and foreign trade certificates, and four subcategories of payment methods: personal payment, company advance payment, project fund payment, and invoice offset.

[0060] 1) Personal payment means that the project leader raises funds on his own to pay taxes.

[0061] 2) Company advance payment means that the project leader submits an application to the company, and the company advances the tax payment.

[0062] 3) Project payment means that the project payment has been received and the company directly uses the project payment to pay taxes.

[0063] 4) Invoice offsetting means that the project manager provides the company with cost invoices (i.e., project receipt invoices), and the tax refunded from the receipt invoices is directly used to pay the tax for project invoicing and foreign trade permits.

[0064] (8) Other Fees - Loan Management This is a list of loans taken out by project managers from the company due to various cash flow problems or other reasons. Repayment is differentiated based on whether it was made as payment for construction work or self-raised funds. If it was made as payment for construction work, it is included in the settlement statistics corresponding to the construction work payment (corresponding to the construction work payment already paid in the project dashboard).

[0065] (9) Other expenses - Construction engineer fee management The project manager maintains a detailed record of all related expenses incurred for the project. This distinguishes between expenses paid in construction fees and those funded by the project owner's own funds. If paid in construction fees, these expenses are included in the corresponding settlement statistics (corresponding to the paid construction fees shown on the project dashboard).

[0066] (10) Other Fees - Deposit Management This is a statistical list of all deposits actually incurred on this project. Deposit categories include: contract deposits, material deposits, and other deposits. Deposits are distinguished by whether they are paid for construction work or self-raised funds. If they are paid for construction work, they are included in the settlement statistics corresponding to the construction work (corresponding to the construction work already paid in the project dashboard).

[0067] After the deposit is refunded, the amount will be returned to the original payment method. If the project payment is refunded, the corresponding settlement statistics will also be cancelled and recalculated.

[0068] (11) Other expenses - other management All expenses actually incurred in the project that are not yet categorized for statistics in the system are classified as "Other Expenses" and summarized in the statistics.

[0069] (12) Management of Foreign Trade Certificates A detailed list of foreign trade permits applied for by enterprises for projects in other locations. The total amount of foreign trade permits corresponds to the amount of foreign trade permits already issued in the project dashboard.

[0070] The status of the foreign trade permit includes the following: not issued, issued but not cancelled, cancelled, and voided. Prepaid taxes include: value-added tax, urban construction tax, education surcharge, local surcharge, stamp duty, individual income tax, and corporate income tax.

[0071] Foreign trade permits require the payment of taxes, which can be made through: personal payment, company advance payment, payment for construction projects, or offsetting with invoices.

[0072] 1) Personal payment means that the project leader raises funds on his own to pay taxes.

[0073] 2) Company advance payment means that the project leader submits an application to the company, and the company advances the tax payment.

[0074] 3) Project payment means that the project payment has been received and the company directly uses the project payment to pay taxes.

[0075] 4) Invoice offsetting means that the project manager provides the company with cost invoices (i.e., project receipts), and the tax refunded from the receipts is directly used to pay the taxes for project invoicing and foreign trade permits. When offsetting related cost invoices, only invoices that have been certified, deducted but not yet refunded, and invoices that have been certified, deducted, and partially refunded can be linked. After linking, it is considered that the tax amount paid this time is fully refunded in the corresponding amount in the cost invoice.

[0076] (13) Project invoice information management The system provides a statistical table of all actual cost invoices incurred in the project. It allows for batch import of statistical tables, single-invoice addition, and batch addition of invoices. Invoices can be directly associated with contracts when adding new ones or subsequently associated with contracts in batches.

[0077] 1) For projects with special invoices, the tax refund process involves verification and deduction before the tax refund can be processed.

[0078] 2) You can perform authentication, deduction, tax refund, or cancellation of authentication, deduction, and tax refund on a single invoice. You can also perform batch operations such as batch authentication, batch deduction, batch tax refund, batch cancellation of authentication, batch cancellation of deduction, and batch cancellation of tax refund.

[0079] 3) Authentication for a single invoice does not involve the amount. The amount of deduction and tax refund for a single invoice can be set arbitrarily. The deduction is part of the operation and the tax refund is part of the operation. The total amount cannot exceed the tax amount of the invoice.

[0080] 4) Batch authentication checks all project invoice information for special VAT invoices that are not yet authenticated; batch deduction checks all project invoice information for special VAT invoices that are authenticated but not deducted or partially deducted; batch tax refund checks all project invoice information for special VAT invoices that are authenticated, deducted but not refunded or partially refunded.

[0081] 5) Batch Cancel Authentication: Check all project invoice information for invoices of special VAT invoice type that have been authenticated. Batch Cancel Deduction: Check all project invoice information for invoices of special VAT invoice type that have been deducted or partially deducted. Batch Cancel Tax Refund: Check all project invoice information for invoices of special VAT invoice type that have been refunded or partially refunded.

[0082] 6) Batch linking contracts: This function allows you to view all unlinked invoices in the project's invoice receipt information and link multiple invoices to a single contract simultaneously. When processing invoice commitment letters, multiple invoices can be selected at the same time. If the project manager signs the invoice commitment letter, it is considered that all cost invoices provided are from the same supplier and invoicing party, indicating genuine procurement transactions and compliance with the VAT five-flow integration requirements (logistics, capital flow, information flow, commercial (contract) flow, and VAT (invoice) flow). If, after the company's VAT special invoices have been certified and deducted, they are confirmed as problematic invoices by the tax authorities, the project manager voluntarily assumes all legal and economic responsibilities with their personal assets.

[0083] 7) The total amount including tax of all invoices in the project invoice receipt information corresponds to the amount of invoices received in the project dashboard. The total amount including tax of invoices of special VAT type in the project invoice receipt information corresponds to the amount of special VAT invoices received in the project dashboard. The total amount of tax of invoices of special VAT type in the project invoice receipt information corresponds to the amount of special VAT tax received in the project dashboard. The total amount including tax of invoices of special VAT type in the project invoice receipt information corresponds to the amount of ordinary VAT invoices received in the project dashboard.

[0084] (14) Project Invoicing Information Management The details of all invoices issued by the company to the owner in this project, and the total price including tax of all invoices in the project invoicing information, corresponding to the invoiced amount in the project dashboard.

[0085] Project invoicing information requires the payment of taxes, which can be made through: personal payment, company advance payment, payment of project funds, or invoice offset.

[0086] 1) Personal payment means that the project leader raises funds on his own to pay taxes.

[0087] 2) Company advance payment means that the project leader submits an application to the company, and the company advances the tax payment.

[0088] 3) Project payment means that the project payment has been received and the company directly uses the project payment to pay taxes.

[0089] 4) Invoice offsetting means that the project manager provides the company with cost invoices (i.e., project receipts), and the tax refunded from the receipts is directly used to pay the taxes for project invoicing and foreign trade permits. When offsetting related cost invoices, only invoices that have been certified, deducted but not yet refunded, and invoices that have been certified, deducted, and partially refunded can be linked. After linking, it is considered that the tax amount paid this time is fully refunded in the corresponding amount in the cost invoice.

[0090] (15) Bill of Quantities Management The company analyzes and integrates the project's bill of quantities details based on the budget list and the actual site conditions. The material name, material specifications, unit, budgeted quantity, budgeted unit price, and budgeted total price are entered data. The rest are data related to other modules of the project and summarized into the bill of quantities management. The synchronized data is summarized into contract details and material details. The contract details data comes from the project payment information module, and the material details data comes from the material management material inbound and material outbound.

[0091] The synchronized summary data fields include: number of signed contracts, number of paid contracts, number of goods received, number of goods shipped, purchase unit price, total price of signed contracts, and amount paid.

[0092] 1) The quantity and total price of signed contracts are summary data of the material quantity and total price corresponding to the material specifications in the material details of all contracts in the project payment information management. This includes the unit price, quantity, and total price listed in the corresponding contract details.

[0093] 2) The unit price and amount paid are the summaries of the unit price and total price of the materials corresponding to the material specifications in the payment records of all contract details in the project payment information management system. This includes the payment quantity and amount paid in the corresponding contract details.

[0094] 3) The inbound and outbound quantities are the summaries of the inbound and outbound material quantities corresponding to the material specifications for all materials in and out of the project. This includes the inbound quantity, unit price, total price, and outbound quantity in the corresponding material details.

[0095] 4) Theoretical inventory = quantity received - quantity shipped, amount due = total price of signed contracts - amount already paid.

[0096] (16) Project contract management Enterprises pre-allocate the budgeted proportions and amounts of personnel, materials, and machinery according to the project situation, and combine this with the material signing and payment information in the project payment information to control the progress of the entire project, promptly identify cost overruns or potential cost risks, and take corresponding measures to adjust and control them.

[0097] (17) Project Kanban Management The data compiled in the project dashboard are all the data that enterprises are most concerned about in their operations. By monitoring the data in the project dashboard in real time, enterprises can identify potential delays or problems in a timely manner and take appropriate measures to make adjustments to ensure that projects are completed on time.

[0098] The construction company faces numerous projects across diverse locations, long project cycles, high communication costs, and a lack of coordination in project contract information, accounts receivable and payable, and invoices, hindering efficient collaboration. By collecting and analyzing data, the geographical locations of the projects can be visualized, facilitating a clear view of their distribution across the country.

[0099] This invention compares data from previous years to create comparative and trend charts of company development. Data on project payment collection, personnel, material, and machinery utilization ratios, contract signing, invoice provision, and progress can be queried and analyzed at any time. Its advantages are mainly reflected in the following aspects: 1. Throughout the project lifecycle, project schedule will be the primary basis for tracking project progress. Real-time monitoring of project progress will allow for the timely identification of potential delays or problems, and appropriate adjustments will be made to ensure timely project completion. Cost management will be a core focus, achieved through budgeting, cost tracking, and cost analysis. Cost overruns or potential cost risks will be identified promptly, and corresponding adjustments and controls will be implemented to maintain the project's economic viability.

[0100] 2. Establish a database for storing and tracking corporate bidding information, and conduct effective management and analysis. This database will include relevant information for each bidding project, including project name, bidding date, bid amount, and competitors. By organizing and analyzing this information, companies can understand their own bidding situation, assess their competitiveness, and develop better bidding strategies.

[0101] 3. Establish a comprehensive financial management system to fully manage and monitor the company's financial activities, covering information on contract payments, project receipts, project expenditures, and other expenses. By analyzing this information, the company can extract key indicators and data for comprehensive statistical analysis, optimize capital allocation and operation, reduce business risks, improve capital utilization efficiency, and provide strong support for the company's development and decision-making.

[0102] 4. Track the status of enterprise project contracts, and through pre-defined parameter thresholds, analyze the actual contract details and invoice payment data to anticipate project risks and make adjustments accordingly.

Claims

1. An engineering project management system, comprising a system management system and a work platform, characterized in that: The system management includes a fund management module, a company information management module, a bidding management module, and a data analysis module; the work platform includes a project management module, a contract management module, an approval management module, an invoice management module, a materials management module, a partner management module, and a legal management module.

2. The project management system according to claim 1, characterized in that: The company information management module mainly displays and manages internal company information, including the company profile module, company branch module, company policy module, company database module, professional / occupational qualification information module, project tax payment certificate module, social security payment certificate module, employee information module, and payment account module. The bidding management module is mainly for the full lifecycle management of internal bidding within the company, and mainly includes a bidding project list module, a project list module, and a report statistics module. The data analysis module primarily focuses on the statistical analysis and refinement of data within the system, followed by its visualization. It allows users to intuitively and clearly understand the business situation. It is divided into three parts: operational reports, data statistics, and visualization. Subclass.

3. The project management system according to claim 1, characterized in that: The workbench mainly displays information that the user needs to pay attention to in the company; the project management module is one of the core modules of this management system, which mainly realizes the recording and implementation of all processes in the project bidding process from preparation to bidding, as well as the registration, query and export of information for each project.

4. The project management system according to claim 1 or 3, characterized in that: The contract management module mainly manages commonly used contracts and contract templates for the company, as well as facilitates resource sharing. Contracts are the result of the work of the business management department and are the lifeblood of the enterprise. This module can set up some general contract templates according to the company's needs, reducing the problem of relevant personnel not being able to find contract templates or having non-standard contract formats. The template management module mainly displays contract templates for easy searching by relevant personnel.

5. The project management system according to claim 1, characterized in that: The approval management module manages the approval process, approval process templates, and approval records. It allows users to add and modify approvals and provides a summary display of approval records. The invoice management module registers and displays the types of invoices received and issued by the company. It can automatically fill in the invoice content, reducing the workload of employees. It includes an invoice registration submodule, an invoice receipt registration submodule, and a tax calculation submodule; The materials management module manages the materials needed for a project from application and purchase to delivery, including procurement. The module includes a purchase application submodule, a purchase contract submodule, a material warehousing submodule, and a material outbound submodule. The Partners module is for online management of information on key stakeholders in the project. It includes sub-modules for owner management, supplier management, accounts receivable / payable personnel, and actual construction personnel.

6. The legal management module is a summary management of litigation information that may be encountered and has been carried out in various engineering projects, including a case library submodule and a litigation case management submodule.

7. The project management system according to claim 1, characterized in that: The bidding management module is as follows: (1) Through the bidding management module, the bidder can establish a concise and clear market information and bidding list items, help users establish a database of past bidding information and bidding resource information of the enterprise, and manage and analyze them to provide sufficient auxiliary information for bidding analysis, bidding price and bidding decision-making; (2) Establish a data bridge with the approval management to monitor the payment and return of the enterprise's bidding projects, bid security deposits or bid bonds in real time; (3) Set up a reminder function for the entire bidding process to ensure that enterprise members can understand the bidding progress in real time, which is convenient for planning the management of all enterprise projects.

8. The project management system according to claim 1, characterized in that: The project management module includes the following modules: Project Payment Information Management Module, Construction Payment - Receipt Details Management Module, Construction Payment - Disbursement Details Management Module, Accounts Receivable / Payable Management Module, Other Expenses - Management Module Fee Management Module, Other Expenses - Company Advance Payment Management Module, Other Expenses - Tax Management Module, Other Expenses - Loan Management Module, Other Expenses - Construction Engineer Fee Management Module, Other Expenses - Deposit Management Module, Other Expenses - Other Management Module, Foreign Trade Certificate Management Module, Project Invoice Information Management Module, Project Invoicing Information Management Module, Bill of Quantities Management Module, Project Contract Status Management Module, and Project Kanban Management Module.

9. The project management system according to claim 1, characterized in that: The project payment information management module allows enterprises to view detailed information about individual project contracts, including labor, materials, and machinery contracts. This includes contract type, name and bank account of the contracting entity or individual, invoice type, tax rate, contract amount, amount already paid, invoiced amount, and the difference between the paid amount and the invoiced amount.

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