Method for synchronously measuring and calculating income and cost of engineering project based on data building blocks
By using the data building block method to simultaneously calculate the revenue and cost of engineering projects, the problem of the separation between design and cost in EPC projects is solved. This enables the linkage of revenue and cost throughout the entire life cycle, improves the efficiency and accuracy of calculation, and supports budget design and profit and loss analysis.
Patent Information
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- CHINA CONSTR EIGHT ENG DIV CORP LTD
- Filing Date
- 2026-01-21
- Publication Date
- 2026-05-01
AI Technical Summary
In EPC project management, the separation between design and cost, and between revenue and cost management, makes it impossible to provide real-time cost information during the design phase, and makes it difficult to accurately predict construction costs and project profits.
A method for simultaneously calculating project revenue and costs based on data building blocks is adopted. By constructing a basic database, engineering quantity statistics, and calculation tree data model, revenue and costs are calculated, thereby achieving dynamic linkage between design parameters, cost revenue, and actual costs.
It enables revenue and cost linkage calculation across the entire lifecycle, from marketing bidding to construction drawing budget, improving calculation efficiency and accuracy, solving the problems of design without pricing and pricing without referring to drawings, and supporting the quota design and real-time profit and loss analysis of EPC general contracting enterprises.
Smart Images

Figure CN121961676A_ABST
Abstract
Description
Technical Field
[0001] This invention relates to the field of construction project management technology, and in particular to a method for simultaneously calculating project revenue and costs based on data building blocks. Background Technology
[0002] With the widespread adoption of the Engineering, Procurement, and Construction (EPC) model, the deep integration of design and construction has become an inevitable trend in the industry. In EPC project management, design and cost should be inseparable, two sides of the same coin. The design scheme directly determines the project cost, while cost limits, in turn, constrain the design. However, in traditional engineering management practices, design, cost (revenue), and cost management are often separated.
[0003] First, there is a disconnect between design and cost. In the traditional model, the budget is often prepared only after the design is completed, resulting in a lag in cost data. It is impossible to provide real-time cost information during the design phase, making it difficult to effectively support budget-constrained design and leading to the phenomenon of "design without pricing, and pricing without referring to drawings."
[0004] Secondly, revenue and cost calculations are separated. For EPC general contractors, the client's investment estimate or control price constitutes the contractor's revenue ceiling, while the contractor's actual investment constitutes the project cost. Existing calculation methods typically treat revenue (the cost for the client) and cost (the contractor's actual expenditure) as two independent systems, lacking a comprehensive approach to dynamically integrate design parameters, client costs (i.e., contractor's revenue), and contractor costs. This makes it difficult for project managers to monitor the impact of design changes on the overall project profitability in real time, and prevents them from accurately predicting and controlling future construction costs and project profits during the design phase.
[0005] Therefore, there is a need to provide a method for the simultaneous calculation of project revenue and costs based on data building blocks, which can solve the problem of the separation between design, cost estimation and cost management in the existing technology. Summary of the Invention
[0006] The purpose of this invention is to provide a method for simultaneously calculating the revenue and cost of engineering projects based on data building blocks, which can solve the problem of the separation between design, cost estimation and cost management in the prior art.
[0007] This invention is implemented as follows:
[0008] A method for simultaneously calculating the revenue and costs of engineering projects based on data building blocks includes the following steps:
[0009] Step 1: Build the basic database;
[0010] Step 2: Project quantity statistics;
[0011] Step 3: Calculate revenue and costs using the tree data model;
[0012] Step 4: Calculate the tree data model and output the calculation report.
[0013] Step 1 includes the following sub-steps:
[0014] Step 11: Construct a standard cost database for the digital business economic line, which includes standard cost indicators and project descriptions for standard practices of various engineering projects;
[0015] Step 12: Construct a digital supply chain procurement database, which includes the technical parameters and prices of materials and equipment that will be procured for various engineering projects;
[0016] Step 13: Construct a quota library for each level of data building blocks (including J4 part-level building blocks, J3 component-level building blocks, J2 system-level building blocks, and J1 professional-level building blocks). This quota library includes the technical parameters and procurement market prices of materials and equipment corresponding to the lowest level J4 part-level building blocks involved in various engineering projects, as well as the consumption of labor and machinery and construction market prices during the construction process. The market prices of J3-J1 level building blocks can be calculated by progressively escalating the market prices of J4 part-level building blocks upwards.
[0017] Step 14: Construct a cost library for each level of data building blocks. This cost library includes the enterprise cost price corresponding to the lowest level J4 component-level building blocks involved in various engineering projects, and the cost price of J3-J1 level building blocks can be calculated by progressively upwards from the cost price of J4 component-level building blocks.
[0018] Step 15: Construct a parameter library for each level of data building blocks. This parameter library includes the technical indicators of each level of data building blocks, as well as the connection rules between the lowest level J4 part-level building blocks and the standard cost database, digital supply chain procurement database, cost estimation software database, cost measurement software database, and BIM family database of the digital business economic line.
[0019] Step 16: Establish a cost estimation software database, which is aligned with the data block parameter library. The cost estimation software database is embedded with the cost estimation software. The cost estimation software is used to collect revenue prices, export engineering quantity export tables, and update the data block quota library.
[0020] In step 12, the methods for obtaining the technical parameters and prices of materials and equipment include the following three:
[0021] ① Connect with supplier systems to obtain the latest technical parameters and price information of the materials and equipment to be purchased in real time;
[0022] ②Integrate with building materials e-commerce platforms to automatically obtain the latest technical parameters and price information of the materials and equipment to be purchased;
[0023] ③ Manually collect and enter the latest technical parameters and price information of the materials and equipment to be purchased;
[0024] Choose one or more of the above methods to obtain technical parameters and pricing information based on actual application needs.
[0025] In step 13, the technical parameters and prices of the materials and equipment can be obtained in the following two ways:
[0026] ① In the cost estimation software, a cost estimation software database is created and aligned with the data building block parameter library. The cost estimation software can export quota data with one click.
[0027] ② Based on the requirements of the data block quota library, quota data and information prices from various regions are collected and organized manually into the format required by the data block quota library;
[0028] Choose one or a combination of the above methods to obtain technical parameters and pricing information based on actual application needs.
[0029] In step 15, the data block parameter library, data block cost library, and data block quota library constitute a data block database system; each level of data block in the data block parameter library, data block cost library, and data block quota library corresponds one-to-one and is associated through the data block ID of each level.
[0030] The data building block parameter library is linked to the standard cost database and digital supply chain procurement database of the digital business economic line according to the linking rules, and the cost price in the data building block cost library is updated synchronously every time the data building block parameter library is linked to the standard cost database and digital supply chain procurement database of the digital business economic line.
[0031] In step 2, when the method for simultaneously calculating project revenue and costs based on data building blocks is used in the construction drawing design phase of an engineering project, the data source for obtaining project quantities includes the following three methods:
[0032] ① Extracting quantities directly from a BIM model involves the following steps:
[0033] Step A21: Construct a BIM family database, which is aligned with the data block parameter library, and establish the correspondence between family components of the BIM model and data blocks at each level;
[0034] Step A22: Use BIM software and the BIM family data from step A21 to create a model, develop a quantity extraction program, and export the bill of quantities.
[0035] ② Based on the construction CAD drawings and data, manually calculate the project quantities;
[0036] ③ Calculate the quantities of work using cost estimation software. The calculation steps include:
[0037] Step B21: Construct a cost measurement software database, which is aligned with the data block parameter library, and establish the correspondence between the data of the cost measurement software and the data blocks at each level;
[0038] Step B22: Create a report export template for the cost measurement software to facilitate the export of the required quantity calculation results.
[0039] Step B23: Based on the construction CAD drawings and data, use cost measurement software to create a model based on the cost measurement software database in Step B21. After checking that the model is complete and accurate, use the cost measurement software report export template to export the bill of quantities.
[0040] In step 2, when the method for simultaneously calculating project revenue and costs based on data building blocks is used in the stage before the construction drawings of an engineering project begin, the data source for obtaining the project quantities includes the following three methods:
[0041] ① Extracting quantities directly from a BIM model involves the following steps:
[0042] Step A21: Construct a BIM family database, which is aligned with the data block parameter library, and establish the correspondence between family components of the BIM model and data blocks at each level;
[0043] Step A22: Use BIM software and the BIM family data from step A21 to create a model, develop a quantity extraction program, and export the bill of quantities.
[0044] ② Based on the construction CAD drawings and data, manually calculate the project quantities;
[0045] ③ Establish a calculation tree data model and extract basic design parameters of the project through the calculation tree data model.
[0046] Step 3 includes the following sub-steps:
[0047] Step 31: Import the bill of quantities data of the project statistics in Step 2, and import the bill of quantities data into the calculation tree data model to form a calculation model that integrates technical parameters and cost.
[0048] Step 32: By adjusting technical parameters, obtain estimated revenue, and by automatically connecting to the standard cost database and digital supply chain procurement database of the digital business economic line, obtain real-time cost data based on the location of the project and fill it into the calculation tree data model;
[0049] Step 33: Based on the calculation tree data model, calculate the revenue and cost of the project and check the profit and loss of each item;
[0050] Step 34: Dynamic adjustment and optimization, that is, adjusting the technical parameters according to the profit and loss situation of each item, and affecting revenue and cost to meet the expected profit and loss target; if adjusting the technical parameters cannot meet the expected profit and loss target, the amount of work is adjusted to affect revenue and cost; by repeatedly adjusting the amount of work and / or technical parameters, the expected profit and loss target is achieved.
[0051] When the aforementioned method for simultaneously calculating project revenue and costs based on data building blocks is used in the construction drawing design phase of an engineering project, step 4 includes the following two parallel sub-steps:
[0052] Step 41: Based on the calculation results of the calculation tree data model, namely the revenue and cost that meet the expected profit and loss target calculated in Step 3, output the quantity export table, load the cost pricing software database, import the quantity export table into the cost pricing software, use the cost pricing software for analysis and statistics, and export the construction drawing budget file.
[0053] Step 42: Based on the complete calculation tree of the construction drawing version of the calculation tree data model, directly export the cost calculation file.
[0054] When the aforementioned method for synchronously calculating the revenue and cost of engineering projects based on data building blocks is used for EPC project bidding, and the submitted bid list file has software format requirements, the specific operation of step 4 is as follows: Based on the calculation results of the calculation tree data model, that is, the revenue and cost that meet the expected profit and loss target calculated in step 3, output the quantity export table, load the cost pricing software database, import the quantity export table into the cost pricing software, use the cost pricing software for analysis and statistics, and export the bid list file that meets the software format requirements according to specific needs, that is, export the revenue;
[0055] When the method for synchronously calculating the revenue and cost of an engineering project based on data building blocks is used for bidding on an EPC engineering project, and the submitted bid list file has no software format requirements, the specific operation of step 4 is: based on the complete calculation tree of the construction drawing version of the calculation tree data model, automatically generate and export the bid list file, that is, export the revenue.
[0056] When the aforementioned method for synchronously calculating the revenue and cost of engineering projects based on data building blocks is used in the planning stage of EPC engineering projects, such as marketing tracking, scheme design, preliminary design, or after winning the bid but before the start of construction drawings, the cost calculation file is directly exported based on the complete calculation tree of the construction drawing version of the calculation tree data model, i.e., the cost is exported. At the same time, the project construction standards are directly exported, i.e., the budget design parameter file used for budget design guidance is exported.
[0057] Compared with the prior art, the present invention has the following advantages:
[0058] 1. This invention utilizes a standardized "data building block" system and a dynamic "calculation tree data model" to break down the underlying data barriers between design parameters, cost revenue and actual costs. It not only enables the linkage calculation of revenue and cost throughout the entire life cycle from marketing bidding, scheme design to construction drawing budget, improving the efficiency and accuracy of calculation, but also effectively solves the information silo problem of "design without pricing and pricing without referring to drawings" in the traditional model.
[0059] 2. This invention can help EPC general contracting companies obtain real supply chain price and standard cost feedback in real time during the design phase, realize integrated and transparent management of "quantity calculation-pricing-cost", meet the needs of EPC general contracting companies for quota design management and real-time profit and loss analysis, and greatly improve the implementation capability of quota design and the accuracy of project profit and loss analysis, providing strong technical support for the digital transformation and refined management of the construction industry. Attached Figure Description
[0060] Figure 1 This is a flowchart of the method for synchronously calculating the revenue and cost of engineering projects based on data building blocks (construction drawing design stage).
[0061] Figure 2 This is a flowchart of the method for synchronously calculating the revenue and cost of engineering projects based on data building blocks (the stage before the construction drawings begin). Detailed Implementation
[0062] The present invention will be further described below with reference to the accompanying drawings and specific embodiments.
[0063] A method for simultaneously calculating project revenue and costs based on data building blocks is proposed. This method can be applied to two main scenarios: the construction drawing design stage and the stage before construction drawings begin. The flowchart for the construction drawing design stage is attached. Figure 1 As shown, the stages prior to the commencement of construction drawings include EPC project marketing tracking, scheme design, preliminary design, bidding, and post-bid planning. A flowchart illustrating the methods for these stages is attached. Figure 2 As shown.
[0064] Please see the appendix Figure 1 and attached Figure 2 The method for simultaneously calculating project revenue and costs based on data building blocks includes the following steps:
[0065] Step 1: Build the basic database.
[0066] Step 1 includes the following sub-steps:
[0067] Step 11: Construct a standard cost database for the digital business economic line. This database includes standard cost indicators and project descriptions for standard practices of various engineering projects.
[0068] Step 12: Build a digital supply chain procurement database, which includes the technical parameters and prices of materials and equipment that may be procured for various engineering projects.
[0069] In step 12, the methods for obtaining the technical parameters and prices of materials and equipment include the following three:
[0070] ① Connect with supplier systems to obtain the latest technical parameters and price information of the materials and equipment to be purchased in real time.
[0071] ②Integrate with building materials e-commerce platforms to automatically obtain the latest technical parameters and price information of the materials and equipment to be purchased.
[0072] ③ Manually collect and enter the latest technical parameters and price information of the materials and equipment to be purchased.
[0073] You can choose one or more of the above methods to obtain technical parameters and pricing information according to your actual application needs.
[0074] Step 13: Construct a quota library for each level of data building blocks (including J4 part-level building blocks, J3 component-level building blocks, J2 system-level building blocks, and J1 professional-level building blocks). This quota library includes the technical parameters and procurement market prices of materials and equipment corresponding to the lowest level J4 part-level building blocks involved in various engineering projects, as well as the consumption of labor and machinery and construction market prices during the construction process. The market prices of J3-J1 level building blocks can be calculated by progressively escalating the market prices of J4 part-level building blocks upwards.
[0075] In step 13, the technical parameters and prices of the materials and equipment can be obtained in the following two ways:
[0076] ① In the cost estimation software, a cost estimation software database is created and aligned with the data building block parameter library. The cost estimation software can export quota data with one click.
[0077] The cost estimation software database can be continuously maintained long-term, and can be added, deleted, and modified as needed. When official quota data and information prices from various regions are updated, the new quota data can be re-exported through the cost estimation software.
[0078] ② Based on the requirements of the data block quota library, quota data and information prices from various regions are collected and organized manually into the format required by the data block quota library.
[0079] You can choose one or two of the above methods to obtain technical parameters and price information according to actual application needs. It is preferable to combine the two methods to take advantage of each other's strengths and make up for each other's weaknesses.
[0080] Step 14: Construct a cost library for each level of data building blocks. This cost library includes the enterprise cost price corresponding to the lowest level J4 component-level building blocks involved in various engineering projects, and the cost prices of J3-J1 level building blocks can be calculated by progressively upwards from the cost prices of J4 component-level building blocks.
[0081] Preferably, a cost database for a given region / city can be established based on the different costs of data building blocks across the country.
[0082] Step 15: Construct a parameter library for each level of data building blocks. This parameter library includes the technical indicators of each level of data building blocks, as well as the connection rules between the lowest level J4 part-level building blocks and the standard cost database, digital supply chain procurement database, cost estimation software database, cost measurement software database, and BIM family database of the digital business economic line.
[0083] The data block database system consists of a data block parameter library, a data block cost library, and a data block quota library.
[0084] The data blocks in the data block parameter library, data block cost library, and data block quota library correspond one-to-one with each other, which is a foreign key relationship between data tables, and they are linked by the data block IDs of each level.
[0085] The data building block parameter library is linked to the standard cost database and digital supply chain procurement database of the digital business economic line according to the linking rules, and the cost price in the data building block cost library can be updated synchronously every time the data building block parameter library is linked to the standard cost database and digital supply chain procurement database of the digital business economic line.
[0086] Step 16: Establish a cost estimation software database, which is aligned with the data block parameter library. The cost estimation software database is embedded with the cost estimation software. The cost estimation software is used to collect revenue prices, export engineering quantity export tables, and update the data block quota library.
[0087] Preferably, the cost estimation software can be existing technologies such as Glodon cost estimation software and Swell cost estimation software.
[0088] Step 2: Calculate the quantities of work for the project.
[0089] In step 2, when the method for simultaneously calculating project revenue and costs based on data building blocks is used in the construction drawing design phase of an engineering project, the data source for obtaining project quantities includes the following three methods:
[0090] ① Extracting quantities directly from a BIM model involves the following steps:
[0091] Step A21: Construct a BIM family database that is aligned with the data block parameter library, and establish the correspondence between family components of the BIM model and data blocks at each level.
[0092] Step A22: Use BIM software (such as Revit, Bentley, Rhino, Glodon Dimensional Software, EasyBIM, etc.) and the BIM family database from Step A21 to create a model, develop a quantity extraction program, and export the bill of quantities.
[0093] The method of directly extracting quantities from BIM models is suitable for disciplines such as architecture, structure, HVAC, electrical, and water supply and drainage, which are suitable for calculating quantities through BIM modeling.
[0094] ② Based on the construction CAD drawings and data, manually calculate the project quantities.
[0095] The method of manually calculating project quantities based on CAD construction drawings is suitable for professions such as landscape architecture, curtain walls, and intelligent systems, where it is not appropriate to calculate project quantities through modeling.
[0096] ③ Calculate the quantities of work using cost estimation software. The calculation steps include:
[0097] Step B21: Construct a cost measurement software database, which is aligned with the data block parameter library, and establish the correspondence between the data of the cost measurement software and the data blocks at each level.
[0098] Step B22: Create a report export template for the cost measurement software to facilitate the export of the required quantity calculation results table (i.e., intermediate table 1).
[0099] Step B23: Based on the construction CAD drawings and data, use cost measurement software (such as Glodon Measurement, Swell Measurement Software, etc.) to build a model based on the cost measurement software database in Step B21. After checking that the model is complete and accurate, use the cost measurement software report export template to export the bill of quantities.
[0100] The method of calculating engineering quantities using cost measurement software is suitable for professions such as architecture, structure, HVAC, electrical, and water supply and drainage, which are suitable for statistical calculation of engineering quantities through cost measurement modeling.
[0101] In step 2, when the method for simultaneously calculating project revenue and costs based on data building blocks is used in the stage before the construction drawings of an engineering project begin, the data source for obtaining the project quantities includes the following three methods:
[0102] ① The steps for directly extracting quantities from the BIM model are the same as those for extracting quantities directly from the BIM model during the construction drawing design phase, namely:
[0103] Step A21: Construct a BIM family database that is aligned with the data block parameter library, and establish the correspondence between family components of the BIM model and data blocks at each level.
[0104] Step A22: Use BIM software and the BIM family database from Step A21 to create a model, develop a quantity extraction program, and export the bill of quantities.
[0105] ② Manually calculate the quantities of work based on the construction CAD drawings and data. The calculation steps are the same as those in the construction drawing design stage, where quantities of work were manually calculated based on the construction CAD drawings and data, and will not be repeated here.
[0106] ③ Establish a calculation tree data model and extract basic design parameters of the project through the calculation tree data model.
[0107] By extracting the basic design parameters of the engineering project and inputting them into the calculation tree data model, and combining the preset parameters, algorithms, and engineering quantity statistics in the calculation tree data model, the engineering quantity is reasonably calculated.
[0108] The method for establishing a measurement tree data model is as follows:
[0109] First, common underlying infrastructure data for various business projects is created, namely J4 component-level building blocks. AI algorithms dynamically capture enterprise cost prices from enterprise databases (such as the enterprise's own subcontractor and cost databases) and provincial and municipal quota prices from external databases. Based on these J4 component-level building blocks, J3 component-level building blocks, J2 system-level building blocks, and J1 professional-level building blocks are created level by level. These J4 component-level building blocks, J3 component-level building blocks, J2 system-level building blocks, and J1 professional-level building blocks constitute the data building blocks.
[0110] J4 part-level building blocks contain: Specialty (used to generate the specialty label to which the J4 part-level building block belongs), System (used to generate the system label to which the J4 part-level building block belongs), Component (used to generate the component label to which the J4 part-level building block belongs), Part (used to determine the part name corresponding to the J4 part-level building block), Grade (i.e., part grade, which can be divided into Grade A, Grade B, Grade C, etc.), Part Unit (e.g., unit, etc.), Main design feature parameters filled in by the designer (which may include duct type, 1390m³ / h, cooling 10.0kW, heating 11.2kW, quota, static pressure 0-30Pa, etc., based on which the cost and quota price in the enterprise database are matched), and Bill of Quantities (including bill of quantities code, bill of quantities name, unit of measurement, content, etc., the corresponding list of parts). The system includes a single code for matching quota prices, main material consumption (which may include main material content, main material loss rate, etc.), main material information (which may include main material content, long description of supply chain materials - matching characters, long description of supply chain materials - avoiding characters, supply chain materials - filtering, supply chain materials - price range, etc., connected to the enterprise database, and grabbing enterprise cost prices according to the linking rules to make them match the feature parameters), regional prices (e.g., Guangzhou, South China) main material cost price, construction cost price, comprehensive cost price, quota price, quota number, profit margin, etc. The system can automatically grab matching data from the enterprise database through main material cost price, construction cost price, comprehensive cost price, quota price, etc., and store the price after statistical analysis. The parts correspond to quota numbers, which can be used to match quota prices.
[0111] The underlying infrastructure data J4 component-level blocks, combined with preset business projects, facilitate easy replacement and addition, and are easy to operate. Configurable AI algorithms can include existing technologies such as rule engines, natural language processing (NLP), similarity calculation, machine learning classification, and random forests, and the appropriate AI algorithm can be adaptively selected based on the information contained in the J4 component-level blocks.
[0112] J3 component-level building blocks are datasets composed of multiple J4 part-level building blocks grouped according to design logic relationships. The price of a J3 component-level building block is composed of the quantity and price of each J4 part-level building block. J2 system-level building blocks are datasets composed of multiple J3 component-level building blocks grouped according to design logic relationships. The price of a J2 system-level building block is composed of the quantity and price of each J3 component-level building block. J1 professional-level building blocks are datasets composed of multiple J2 system-level building blocks grouped according to design logic relationships. J1 professional-level building blocks, J2 system-level building blocks, and J3 component-level building blocks are all characterized by flexibility and scalability.
[0113] Secondly, we created independent calculation modules commonly used in various business projects, and called matching J1 professional-grade building blocks for each calculation module to form a tree model and establish a standardized "data building block" system.
[0114] The calculation module includes M1 project-level module, M2 sub-item-level module, M3 functional area-level module, M4 subdivided area-level module, M5 subdivided sub-area-level module, and M6 room-level module.
[0115] Each calculation module is an independent dataset, containing input information tables, output information tables, content indicator centers, and associated J1 professional-grade building blocks. Depending on the actual engineering project type, the associated J1 professional-grade building blocks for each calculation module may include one or more of the following: outdoor engineering, interior decoration engineering, building engineering, structural engineering, installation engineering, curtain wall engineering, exterior door and window engineering, elevator engineering, floodlighting, indoor signage engineering, logistics system engineering, medical gas engineering, radiation shielding engineering, cleanroom engineering, laboratory engineering, kitchen engineering, gas engineering, and laundry engineering, or other types of engineering.
[0116] In the calculation tree data model, the M2 sub-item level module represents a single building in a specific engineering project, mainly determined by the project's business type and scale, and may include above-ground buildings and basements; the M3 functional area level module represents areas within a specific M2 sub-item level module, divided according to the building's function, mainly determined by the floor division of a single building, and may include above-ground floor functional areas, underground non-civil defense parking garages, and civil defense areas; the M4 sub-area level module represents areas further divided within a specific M3 functional area level module based on its floor function distribution, and may include main use spaces, public spaces, equipment rooms, non-motorized vehicle garages, motorized vehicle garages, personnel shelters, material warehouses, and central hospitals, etc.; the M5 sub-sub-area level module represents areas further divided within a specific M4 sub-area level module based on subdivided functions; and the M6 room level module represents various types of rooms within a specific M5 sub-sub-area level module.
[0117] Step 3: Calculate revenue and costs using the tree data model.
[0118] Step 3 includes the following sub-steps:
[0119] Step 31: Import the bill of quantities data from Step 2, and import the bill of quantities data into the calculation tree data model to form a calculation model that integrates technical parameters and costs.
[0120] Step 32: By adjusting technical parameters, obtain estimated revenue, and automatically connect to the standard cost database and digital supply chain procurement database of the digital business economic line. Based on the location of the project, obtain real-time cost data and fill it into the calculation tree data model.
[0121] Preferably, fixed-amount data can be used to estimate income; if it is a fixed-price contract, fixed income can be allocated according to the actual situation.
[0122] Step 33: Based on the calculation tree data model, calculate the revenue and cost of the project and view the profit and loss situation of each item.
[0123] Step 34: Dynamic Adjustment and Optimization. Based on the profit and loss situation of each item, adjust the technical parameters to affect revenue and costs, ensuring they meet the expected profit and loss targets. If adjusting the technical parameters fails to meet the expected profit and loss targets, adjust the workload to influence revenue and costs. Repeatedly adjust the workload and / or technical parameters until the expected profit and loss targets are achieved.
[0124] Step 4: Calculate the tree data model and output the calculation report.
[0125] When the aforementioned method for simultaneously calculating project revenue and costs based on data building blocks is used in the construction drawing design phase of an engineering project, step 4 includes the following two parallel sub-steps:
[0126] Step 41: Based on the calculation results of the calculation tree data model, namely the revenue and cost that meet the expected profit and loss target calculated in Step 3, output the engineering quantity export table (i.e., intermediate table 2), load the cost pricing software database, import the engineering quantity export table into the cost pricing software, use the cost pricing software for analysis and statistics, and export the construction drawing budget file (revenue side).
[0127] Step 42: Based on the complete calculation tree of the construction drawing version of the calculation tree data model, directly export the cost calculation file (cost side).
[0128] By inputting the technical parameters of the construction drawings into the calculation tree model, a complete calculation tree for the construction drawing version can be obtained. The complete calculation tree is a routine calculation and analysis module in the calculation tree data model, which will not be elaborated here.
[0129] When the aforementioned method for synchronously calculating the revenue and cost of engineering projects based on data building blocks is used for EPC project bidding, and the submitted bid list file has software format requirements, the specific operation of step 4 is as follows: Based on the calculation results of the calculation tree data model, that is, the revenue and cost that meet the expected profit and loss target calculated in step 3, output the quantity export table (i.e., intermediate table 2), load the cost estimation software database, import the quantity export table into the cost estimation software, use the cost estimation software for analysis and statistics, and export the bid list file that meets the software format requirements according to specific needs, that is, export the revenue.
[0130] When the aforementioned method for synchronously calculating the revenue and cost of engineering projects based on data building blocks is used for bidding on EPC engineering projects, and the submitted bid list file has no software format requirements, the specific operation of step 4 is: based on the complete calculation tree of the construction drawing version of the calculation tree data model, automatically generate and export the bid list file, that is, export the revenue.
[0131] When the aforementioned method for synchronously calculating the revenue and cost of engineering projects based on data building blocks is used in the planning stage of EPC engineering projects, such as marketing tracking, scheme design, preliminary design, or after winning the bid but before the start of construction drawings, the cost calculation file is directly exported based on the complete calculation tree of the construction drawing version of the calculation tree data model, i.e., the cost is exported. At the same time, the project construction standards are directly exported, i.e., the budget design parameter file used for budget design guidance is exported.
[0132] Based on the concept that design and cost are inseparable and two sides of the same coin, this invention constructs a comprehensive method that can solve the relationship between design, client costs (i.e. contractor revenue), and contractor costs in a coordinated manner. This method facilitates EPC general contracting companies in carrying out budget-limited design management, calculating revenue and costs, and thus accurately calculating project profit and loss.
[0133] The above are merely preferred embodiments of the present invention and are not intended to limit the scope of protection of the invention. Therefore, any modifications, equivalent substitutions, improvements, etc., made within the spirit and principles of the present invention should be included within the scope of protection of the present invention.
Claims
1. A method for simultaneously calculating the revenue and costs of engineering projects based on data building blocks, characterized by: Includes the following steps: Step 1: Build the basic database; Step 2: Project quantity statistics; Step 3: Calculate revenue and costs using the tree data model; Step 4: Calculate the tree data model and output the calculation report.
2. The method for simultaneous calculation of project revenue and cost based on data building blocks as described in claim 1, characterized in that: Step 1 includes the following sub-steps: Step 11: Construct a standard cost database for the digital business economic line, which includes standard cost indicators and project descriptions for standard practices of various engineering projects; Step 12: Construct a digital supply chain procurement database, which includes the technical parameters and prices of materials and equipment that will be procured for various engineering projects; Step 13: Construct a quota library for each level of data building blocks (including J4 part-level building blocks, J3 component-level building blocks, J2 system-level building blocks, and J1 professional-level building blocks). This quota library includes the technical parameters and procurement market prices of materials and equipment corresponding to the lowest level J4 part-level building blocks involved in various engineering projects, as well as the consumption of labor and machinery and construction market prices during the construction process. The market prices of J3-J1 level building blocks can be calculated by progressively escalating the market prices of J4 part-level building blocks upwards. Step 14: Construct a cost library for each level of data building blocks. This cost library includes the enterprise cost price corresponding to the lowest level J4 component-level building blocks involved in various engineering projects, and the cost price of J3-J1 level building blocks can be calculated by progressively upwards from the cost price of J4 component-level building blocks. Step 15: Construct a parameter library for each level of data building blocks. This parameter library includes the technical indicators of each level of data building blocks, as well as the connection rules between the lowest level J4 part-level building blocks and the standard cost database, digital supply chain procurement database, cost estimation software database, cost measurement software database, and BIM family database of the digital business economic line. Step 16: Establish a cost estimation software database, which is aligned with the data block parameter library. The cost estimation software database is embedded with the cost estimation software. The cost estimation software is used to collect revenue prices, export engineering quantity export tables, and update the data block quota library.
3. The method for simultaneous calculation of project revenue and cost based on data building blocks according to claim 2, characterized in that: In step 12, the methods for obtaining the technical parameters and prices of materials and equipment include the following three: ① Connect with supplier systems to obtain the latest technical parameters and price information of the materials and equipment to be purchased in real time; ②Integrate with building materials e-commerce platforms to automatically obtain the latest technical parameters and price information of the materials and equipment to be purchased; ③ Manually collect and enter the latest technical parameters and price information of the materials and equipment to be purchased; Choose one or more of the above methods to obtain technical parameters and pricing information based on actual application needs.
4. The method for simultaneous calculation of project revenue and cost based on data building blocks according to claim 2, characterized in that: In step 13, the technical parameters and prices of the materials and equipment can be obtained in the following two ways: ① In the cost estimation software, a cost estimation software database is created and aligned with the data building block parameter library. The cost estimation software can export quota data with one click. ② Based on the requirements of the data block quota library, quota data and information prices from various regions are collected and organized manually into the format required by the data block quota library; Choose one or a combination of the above methods to obtain technical parameters and pricing information based on actual application needs.
5. The method for simultaneous calculation of project revenue and cost based on data building blocks according to claim 2, characterized in that: In step 15, the data block parameter library, data block cost library, and data block quota library constitute a data block database system; each level of data block in the data block parameter library, data block cost library, and data block quota library corresponds one-to-one and is associated through the data block ID of each level. The data building block parameter library is linked to the standard cost database and digital supply chain procurement database of the digital business economic line according to the linking rules, and the cost price in the data building block cost library is updated synchronously every time the data building block parameter library is linked to the standard cost database and digital supply chain procurement database of the digital business economic line.
6. The method for simultaneous calculation of project revenue and cost based on data building blocks according to claim 1, characterized in that: In step 2, when the method for simultaneously calculating project revenue and costs based on data building blocks is used in the construction drawing design phase of an engineering project, the data source acquisition methods for project quantities include the following three: ① Extracting quantities directly from a BIM model involves the following steps: Step A21: Construct a BIM family database, which is aligned with the data block parameter library, and establish the correspondence between family components of the BIM model and data blocks at each level; Step A22: Use BIM software and the BIM family data from step A21 to create a model, develop a quantity extraction program, and export the bill of quantities. ② Based on the construction CAD drawings and data, manually calculate the project quantities; ③ Calculate the quantities of work using cost estimation software. The calculation steps include: Step B21: Construct a cost measurement software database, which is aligned with the data block parameter library, and establish the correspondence between the data of the cost measurement software and the data blocks at each level; Step B22: Create a report export template for the cost measurement software to facilitate the export of the required quantity calculation results. Step B23: Based on the construction CAD drawings and data, use cost measurement software to create a model based on the cost measurement software database in Step B21. After checking that the model is complete and accurate, use the cost measurement software report export template to export the bill of quantities.
7. The method for simultaneous calculation of project revenue and cost based on data building blocks according to claim 1, characterized in that: In step 2, when the method for simultaneously calculating project revenue and costs based on data building blocks is used in the stage before the construction drawings of an engineering project begin, the data source for obtaining the project quantities includes the following three methods: ① Extracting quantities directly from a BIM model involves the following steps: Step A21: Construct a BIM family database, which is aligned with the data block parameter library, and establish the correspondence between family components of the BIM model and data blocks at each level; Step A22: Use BIM software and the BIM family data from step A21 to create a model, develop a quantity extraction program, and export the bill of quantities. ② Based on the construction CAD drawings and data, manually calculate the project quantities; ③ Establish a calculation tree data model and extract basic design parameters of the project through the calculation tree data model.
8. The method for simultaneous calculation of project revenue and cost based on data building blocks according to claim 1, characterized in that: Step 3 includes the following sub-steps: Step 31: Import the bill of quantities data of the project statistics in Step 2, and import the bill of quantities data into the calculation tree data model to form a calculation model that integrates technical parameters and cost. Step 32: By adjusting technical parameters, obtain estimated revenue, and by automatically connecting to the standard cost database and digital supply chain procurement database of the digital business economic line, obtain real-time cost data based on the location of the project and fill it into the calculation tree data model; Step 33: Based on the calculation tree data model, calculate the revenue and cost of the project and check the profit and loss of each item; Step 34: Dynamic adjustment and optimization, that is, adjusting the technical parameters according to the profit and loss situation of each item, and affecting revenue and cost to meet the expected profit and loss target; if adjusting the technical parameters cannot meet the expected profit and loss target, the amount of work is adjusted to affect revenue and cost; by repeatedly adjusting the amount of work and / or technical parameters, the expected profit and loss target is achieved.
9. The method for simultaneous calculation of project revenue and cost based on data building blocks according to claim 1, characterized in that: When the aforementioned method for simultaneously calculating project revenue and costs based on data building blocks is used in the construction drawing design phase of an engineering project, step 4 includes the following two parallel sub-steps: Step 41: Based on the calculation results of the calculation tree data model, namely the revenue and cost that meet the expected profit and loss target calculated in Step 3, output the quantity export table, load the cost pricing software database, import the quantity export table into the cost pricing software, use the cost pricing software for analysis and statistics, and export the construction drawing budget file. Step 42: Based on the complete calculation tree of the construction drawing version of the calculation tree data model, directly export the cost calculation file.
10. The method for simultaneous calculation of project revenue and cost based on data building blocks according to claim 1, characterized in that: When the aforementioned method for synchronously calculating the revenue and cost of engineering projects based on data building blocks is used for EPC project bidding, and the submitted bid list file has software format requirements, the specific operation of step 4 is as follows: Based on the calculation results of the calculation tree data model, that is, the revenue and cost that meet the expected profit and loss target calculated in step 3, output the quantity export table, load the cost pricing software database, import the quantity export table into the cost pricing software, use the cost pricing software for analysis and statistics, and export the bid list file that meets the software format requirements according to specific needs, that is, export the revenue; When the method for synchronously calculating the revenue and cost of an engineering project based on data building blocks is used for bidding on an EPC engineering project, and the submitted bid list file has no software format requirements, the specific operation of step 4 is: based on the complete calculation tree of the construction drawing version of the calculation tree data model, automatically generate and export the bid list file, that is, export the revenue. When the aforementioned method for synchronously calculating the revenue and cost of engineering projects based on data building blocks is used in the planning stage of EPC engineering projects, such as marketing tracking, scheme design, preliminary design, or after winning the bid but before the start of construction drawings, the cost calculation file is directly exported based on the complete calculation tree of the construction drawing version of the calculation tree data model, i.e., the cost is exported. At the same time, the project construction standards are directly exported, i.e., the budget design parameter file used for budget design guidance is exported.