Project budget management system and method, computer equipment and storage medium

Abstract

The embodiment of the invention provides a project budget management system and method, computer equipment and a storage medium. The method comprises the following steps: for a target project group, a project group budget top node performs budget allocation on each project group budget sub-node of a next level according to total budget information and project control information of each project group budget sub-node of the next level, and first budget information corresponding to each project group budget sub-node is obtained and issued; and each project group budget sub-node performs budget allocation on each project control element and / or other sub-nodes according to the corresponding first budget information and the control information of each hung project control element and / or other sub-nodes to obtain and issue second budget information corresponding to each project control element and / or other sub-nodes. The method is used for improving the budget allocation efficiency when the budget is allocated to the project group.

Description

Technical Field

[0001] This application relates to the field of project budget management technology, and in particular to a project budget management system, method, computer equipment, and storage medium. Background Technology

[0002] In large enterprises, especially those involved in production, technology, and refining, project budget management is widely used. Using projects as a framework allows for more rational control of the scope, time, quality, and cost of work. Cost control is a crucial aspect of project budget management, ensuring projects are completed successfully within budget.

[0003] Traditional cost control methods typically involve manually allocating budgets to different levels of the project budget and work breakdown structure (WBS). This allows for budget control of a project from a single source.

[0004] However, as business becomes more complex and project structures become more hierarchical, different projects begin to have certain connections. Different projects' Work Breakdown Structures (WBSs) will share the same budget source and be subject to a single budget control. Therefore, controlling the budget solely from a project perspective not only fails to meet the company's needs but also results in low overall budget utilization efficiency and poor project execution. Summary of the Invention

[0005] This application provides a project budget management system, method, computer equipment, and storage medium to improve the efficiency of budget allocation when allocating budgets to a group of projects.

[0006] In a first aspect, embodiments of this application provide a project budget management system, including:

[0007] The top-level node for the project portfolio budget, with at least two sub-nodes for the project portfolio budget;

[0008] The top-level node of the project group budget is used to manage the budget of each project group budget sub-node at the next level based on the total budget information and the project control information of each project group budget sub-node at the next level.

[0009] Each project group budget sub-node is used to manage the budget of project control elements and / or other sub-nodes based on the total budget information of the project group budget sub-node and the control information of the attached project control elements and / or other sub-nodes.

[0010] In one possible implementation, the hierarchical structure of the top-level node of the project portfolio budget, the at least two sub-nodes of the project portfolio budget, and at least one project control element is a tree structure.

[0011] The number of levels of the at least two project group budget sub-nodes in the tree structure is determined based on the project group information, with at least one level.

[0012] In one possible implementation, the project control element includes any of the following:

[0013] Project; the project's work breakdown structure (WBS) with at least one level.

[0014] Secondly, embodiments of this application provide a project budget management method, which is applied in the aforementioned project budget management system, including:

[0015] For the target project group, the top-level node of the project group budget allocates the budget to each project group budget sub-node at the next level based on the total budget information and the project control information of each project group budget sub-node at the next level, and obtains and distributes the first budget information corresponding to each project group budget sub-node.

[0016] Each project group budget sub-node allocates budget to each project control element and / or other sub-node based on the corresponding first budget information and the control information of each attached project control element and / or other sub-node, and obtains and distributes the second budget information corresponding to each project control element and / or other sub-node.

[0017] In one possible implementation, the top-level node of the project group budget allocates budgets to each project group budget sub-node at the next lower level based on the total budget information and the project control information of each project group budget sub-node at the next lower level, thereby obtaining first budget information corresponding to each project group budget sub-node, including:

[0018] The top-level node of the project group budget determines the pre-allocation value or pre-allocation ratio of each sub-node of the project group budget based on the project control information of each sub-node of the project group budget at the next level.

[0019] The top-level node of the project group budget allocates budget to each project group budget sub-node at the next level based on the total budget information and the pre-allocation value or pre-allocation ratio of each project group budget sub-node, thereby obtaining the first budget information corresponding to each project group budget sub-node at the next level.

[0020] or,

[0021] The top-level node of the project group budget determines the total budget information for each accounting period based on at least one accounting period and the total budget information.

[0022] The top-level node of the project group budget determines the pre-allocation value or pre-allocation ratio of each sub-node of the project group budget based on the project control information of each sub-node of the project group budget at the next level.

[0023] For each accounting period, the top-level node of the project group budget allocates budget to each project group budget sub-node at the next level based on the total budget information for the accounting period and the pre-allocation value or pre-allocation ratio of each project group budget sub-node, thereby obtaining the first budget information of each project group budget sub-node at the next level for the accounting period.

[0024] In one possible implementation, each project group budget sub-node allocates a budget to each project control element and / or other sub-node based on the corresponding first budget information and the control information of each attached project control element and / or other sub-node, thereby obtaining second budget information corresponding to each project control element and / or other sub-node, including:

[0025] Each project group budget sub-node determines the pre-occupancy value or pre-occupancy ratio of the project control element and / or other sub-node based on the control information of each attached project control element and / or other sub-node;

[0026] Each project group budget sub-node allocates budget based on the corresponding first budget information and the pre-allocation value or pre-allocation ratio of the attached project control element and / or other sub-nodes, thus obtaining the second budget information corresponding to each project control element and / or other sub-node.

[0027] or,

[0028] Each project group budget sub-node determines the pre-occupancy value or pre-occupancy ratio of the project control element and / or other sub-node based on the control information of each attached project control element and / or other sub-node;

[0029] For each accounting period, each project group budget sub-node allocates budget based on the first budget information for the accounting period and the pre-allocation value or pre-allocation ratio of the attached project control element and / or other sub-nodes, thereby obtaining the second budget information for each project control element and / or other sub-nodes for the accounting period.

[0030] In one possible implementation, the top-level node of the project group budget uses a preset first budget verification rule to verify the first budget information of each sub-node of the project group budget at the next level.

[0031] The first budget verification rule includes:

[0032] The sum of the first budget information corresponding to each sub-node of the project group budget at the next level of the top-level node of the project group budget is less than the total budget information of the top-level node of the project group budget; or...

[0033] The sum of the pre-allocation ratios of each sub-node of the project group budget at the next level below the top-level node of the project group budget is less than or equal to 1; or,

[0034] The sum of the first budget information of each sub-node of the project group budget at the next level of the top-level node of the project group budget in any accounting period is less than the total budget information of the top-level node of the project group budget in that accounting period, and the sum of the first budget information of each sub-node of the project group budget at the next level of the top-level node of the project group budget in all accounting periods is less than the total budget information of the top-level node of the project group budget.

[0035] In one possible implementation, any project group budget sub-node uses a preset second budget verification rule to verify the second budget information of the attached project control elements and / or other sub-nodes;

[0036] The second budget verification rule includes:

[0037] The sum of the second budget information corresponding to each project control element and / or other sub-node attached to any project group budget sub-node is less than the first budget information of the project group budget sub-node; or...

[0038] The sum of the pre-allocation ratios corresponding to each project control element and / or other sub-node attached to any project group budget sub-node is less than or equal to 1; or,

[0039] The sum of the second budget information of each project control element and / or other sub-node attached to any project group budget sub-node in any accounting period is less than the first budget information of the project group budget sub-node in that accounting period, and the sum of the second budget information of each project control element and / or other sub-node attached to the project group budget sub-node in all accounting periods is less than the sum of the first budget information of the project group budget sub-node in all accounting periods.

[0040] Thirdly, embodiments of this application provide a computer device, including: a memory and a processor;

[0041] The memory stores computer-executed instructions;

[0042] The processor executes computer execution instructions stored in the memory, causing the processor to perform the second aspect and / or various possible implementations of the second aspect as described above.

[0043] Fourthly, embodiments of this application provide a computer-readable storage medium storing computer-executable instructions, which, when executed by a processor, are used to implement the second aspect and / or various possible implementations of the second aspect as described above.

[0044] Fifthly, embodiments of this application provide a computer program product, including a computer program that, when executed by a processor, implements the first aspect and / or various possible implementations of the first aspect.

[0045] The project budget management system, method, computer equipment, and storage medium provided in this application improve the efficiency of budget allocation when allocating budgets to project groups. This is achieved by utilizing the top-level node of the project group budget of the target project group to obtain and distribute the first budget information corresponding to each project group budget sub-node based on the total budget information and the project control information of each project group budget sub-node at the next level; and by utilizing each project group budget sub-node of the target project group to obtain and distribute the second budget information corresponding to each project control element and / or other sub-node based on the corresponding first budget information and the control information of each attached project control element and / or other sub-node. Attached Figure Description

[0046] The accompanying drawings, which are incorporated in and form part of this specification, illustrate embodiments consistent with this application and, together with the description, serve to explain the principles of this application.

[0047] Figure 1 A schematic diagram of the project budget management system provided for this application;

[0048] Figure 2 A flowchart illustrating an embodiment of the project budget management method provided in this application;

[0049] Figure 3 A flowchart illustrating Embodiment 2 of the project budget management method provided in this application;

[0050] Figure 4 A logical diagram illustrating the project budget management method provided in this application;

[0051] Figure 5 A detailed flowchart illustrating the project budget management method provided for this application;

[0052] Figure 6 A schematic diagram of the structure of the computer device provided in this application.

[0053] The accompanying drawings illustrate specific embodiments of this application, which will be described in more detail below. These drawings and descriptions are not intended to limit the scope of the concept in any way, but rather to illustrate the concept of this application to those skilled in the art through reference to particular embodiments. Detailed Implementation

[0054] Exemplary embodiments will now be described in detail, examples of which are illustrated in the accompanying drawings. When the following description relates to the drawings, unless otherwise indicated, the same numbers in different drawings denote the same or similar elements. The embodiments described in the following exemplary embodiments do not represent all embodiments consistent with this application. Rather, they are merely examples of apparatuses and methods consistent with some aspects of this application as detailed in the appended claims.

[0055] First, let me explain the terms used in this application:

[0056] Work Breakdown Structure: A Work Breakdown Structure (WBS) is typically a hierarchical structure that breaks down a complex project or large task into several relatively independent, simple, and easily estimable project units, according to its internal logic and workflow.

[0057] To clearly understand the technical solution of this application, the solutions of the prior art will be described in detail below.

[0058] In large enterprises, especially those involved in production, technology, and refining, project budget management is widely used. Using projects as a framework allows for more rational control of the scope, time, quality, and cost of work. Cost control is a crucial aspect of project budget management, ensuring projects are completed successfully within budget.

[0059] Traditional cost control methods typically achieve cost control through project budgets and budget breakdowns at the Work Breakdown Structure (WBS) level. However, as business becomes more complex, project structures deepen, and budget management business logic becomes cumbersome, involving a large amount of data calculation during business logic processing, different projects begin to have certain connections, and different projects' WBSs share the same budget source and are subject to common budget control. Controlling budgets solely from a project perspective can no longer meet the needs of enterprises.

[0060] Based on this, this application provides a project budget management system and a project budget management method applied to the system. It enables multiple projects to be controlled from the same budget source, allowing different projects within a target project group to be managed at the system level, thus meeting the business needs of enterprises. Furthermore, through the method of this invention, enterprises can more accurately control the flow and usage of project group budgets, improving budget allocation efficiency, budget utilization, and project execution effectiveness.

[0061] Figure 1 A schematic diagram of the project budget management system provided for this application is shown below. Figure 1 As shown, the project budget management system 10 includes:

[0062] The top-level node for the project group budget is 101, and there are at least two sub-nodes for the project group budget 102.

[0063] The top-level node 101 of the project group budget is used to manage the budget of each project group budget sub-node 102 at the next level based on the total budget information and the project control information of each project group budget sub-node 102 at the next level.

[0064] Each project group budget sub-node 102 is used to manage the budget of project control elements 103 and / or other sub-nodes based on the total budget information of the project group budget sub-node 102 and the control information of the attached project control elements 103 and / or other sub-nodes.

[0065] In one specific implementation, the hierarchical structure of the top-level node 101 of the project group budget, the at least two sub-nodes 102 of the project group budget, and at least one project control element 103 is a tree structure.

[0066] Among them, the number of levels of at least two project group budget sub-nodes 102 in the tree structure is determined according to the information of the project group, with at least one level.

[0067] In one specific implementation, project control elements include any of the following:

[0068] Project; the project's work breakdown structure (WBS) with at least one level.

[0069] The project budget management method provided in this application is described below, and this method is applied to the project budget management system 10 described above. Specific embodiments are used to illustrate the technical solution of this application and how the technical solution solves the above-mentioned technical problems in detail. The following specific embodiments can be combined with each other, and the same or similar concepts or processes may not be described again in some embodiments. The embodiments of this application will now be described with reference to the accompanying drawings.

[0070] Figure 2 The flowchart illustrating the project budget management method provided in this application is as follows: Figure 2 As shown, the method includes:

[0071] S201. For the target project group, the top-level node of the project group budget allocates the budget to each project group budget sub-node at the next level based on the total budget information and the project control information of each project group budget sub-node at the next level, and obtains the first budget information corresponding to each project group budget sub-node and distributes it.

[0072] In this scheme, for a single target project group, the top-level node of the project group budget manages the budget of each project group budget sub-node at the next level; each project group budget sub-node manages the budget of each project control element and / or other sub-nodes.

[0073] In the specific implementation of this solution, before executing budget allocation, it is necessary to configure the project group budget entity, which includes the top-level node and sub-nodes of the project group budget. The configuration process includes defining and maintaining the basic information of each node in the project group budget entity, specifically including: defining the hierarchical relationship and subtree structure of the project group budget entity; configuring control information such as the name, description, scope of work, budget allocation rules, and constraints of the project group budget; and maintaining the basic information of the project group budget, such as code, program type, fiscal year, and currency.

[0074] In the specific implementation of this scheme, the project group budget sub-nodes can be one or more layers, with the number of layers determined based on the project group information. Specifically, for each project group budget sub-node at the next level below the top-level project group budget node, project control elements and other sub-nodes can be attached below it. When the project group budget sub-nodes are one layer, each project group budget sub-node manages the project control elements attached to its next level; when the project group budget sub-nodes are multiple layers, for a specific project group budget sub-node in a certain layer, that sub-node manages the project control elements or other sub-nodes attached to its lower level.

[0075] In this step, the top-level node of the project group budget determines the first budget information for each project group budget sub-node based on the total budget information and the project control information of each sub-node. This first budget information is then distributed to the corresponding project group budget sub-node. The first budget information represents the budget allocation amount for the corresponding project group budget sub-node.

[0076] In one specific implementation, the project portfolio budget sub-node control information includes:

[0077] (1) Control Parameters. Control parameters include budget cap information and adjustment ratio information. The budget cap is the maximum budget amount that can be allocated to a project group budget sub-node; the adjustment ratio sets the range that the first budget information corresponding to the project group budget sub-node can adjust. It should be understood that in practical applications, when adjusting the budget of other nodes or projects according to actual needs, such as returning, increasing, or transferring, the top-level node of the project group budget can adjust the first budget information corresponding to the sub-node according to the control parameters of the project group budget sub-node.

[0078] (2) Priority. The top-level node of the project group budget can determine the order of budget allocation based on the priority of each sub-node of the project group budget, and distribute the budget according to the priority. The optimal strategy for budget allocation can be formulated based on priority to achieve effective use of total budget information.

[0079] In one specific implementation, budgets can be controlled according to accounting periods. Specifically, if the budget allocation process for a project group requires control based on accounting periods, the total budget information, primary budget information, and secondary budget information for the target project group must all be divided into accounting periods. This allows the top-level node and sub-nodes of the project group budget to control the budget within the accounting period during the allocation process. For example, if the accounting period is one year, the budget information is divided annually. In this solution, the accounting period is determined based on the actual situation and is not restricted.

[0080] In one specific implementation, the top-level node of the project group budget allocates budgets to each sub-node of the next-level project group budget based on the total budget information and the project control information of each sub-node of the project group budget, thereby obtaining the first budget information corresponding to each sub-node of the project group budget, including:

[0081] Step 1: The top-level node of the project group budget determines the pre-allocated value or pre-allocated ratio of each sub-node of the project group budget based on the project control information of the sub-nodes of the project group budget at the next level.

[0082] In this step, the top-level node of the project group budget determines the pre-allocated value or pre-allocated percentage for each sub-node of the project group budget based on the project control parameters of each sub-node. When adjustments are made to the budgets of other nodes or projects, such as returning, increasing, or transferring budgets, the pre-allocated percentage and pre-allocated value of the project group budget sub-nodes can be changed in real time, achieving automatic adjustment of the budget amount.

[0083] Step 2: Based on the total budget information and the pre-allocation value or pre-allocation ratio of each project group budget sub-node, the top-level node of the project group budget allocates the budget to each project group budget sub-node at the next level, thereby obtaining the first budget information corresponding to each project group budget sub-node at the next level.

[0084] In this step, for a project group budget sub-node at the next level below the top-level node of the project group budget, the top-level node of the project group budget determines the first budget information corresponding to the project group budget sub-node based on the total budget information, the pre-allocated value of the project group budget sub-node, and the sum of the pre-allocated values ​​of all project group budget sub-nodes at the next level below the top-level node of the project group budget.

[0085] Specifically, the first budget information of a certain project group budget sub-node at the next level of the project group budget top-level node is: (the pre-allocated value of the project group budget sub-node × the total budget information) / the sum of the pre-allocated values ​​of all project group budget sub-nodes at the next level of the project group budget top-level node.

[0086] Alternatively, in this step, for a project group budget sub-node at the next level below the top-level node of the project group budget, the top-level node determines the first budget information corresponding to the sub-node based on the total budget information and the pre-allocation ratio of the sub-node. The pre-allocation ratio is the proportion of the pre-allocation value of the sub-node to the sum of the pre-allocation values ​​of all project group budget sub-nodes at the next level below the top-level node.

[0087] Specifically, the first budget information of a certain project group budget sub-node at the next level of the top-level node of the project group budget is: the pre-allocation ratio of the project group budget sub-node × the total budget information.

[0088] In the specific implementation of this scheme, the budget of the target project group can also be controlled according to the accounting period. Specifically, the top-level node of the project group budget allocates the budget to each sub-node of the next-level project group budget based on the total budget information and the project control information of each sub-node of the next-level project group budget, thus obtaining the first budget information corresponding to each sub-node of the project group budget, including:

[0089] Step 1: The top-level node of the project group budget determines the total budget information for each accounting period based on at least one accounting period and the total budget information.

[0090] In this step, if it is determined before budget allocation that the budget of the target project group needs to be controlled according to the accounting period, then the total budget information of the target project group needs to be divided according to the time information of the accounting period to determine the total budget information in each accounting period, that is, to determine the budget funds that the top-level node of the project group budget can be used for disposal in each accounting period.

[0091] Step 2: The top-level node of the project group budget determines the pre-allocated value or pre-allocated ratio of each project group budget sub-node at the next level based on the project control information of each project group budget sub-node at the next level.

[0092] Step 3: For each accounting period, the top-level node of the project group budget allocates the budget to each project group budget sub-node at the next level based on the total budget information of the accounting period and the pre-allocation value or pre-allocation ratio of each project group budget sub-node, thereby obtaining the first budget information of each project group budget sub-node at the next level for the accounting period.

[0093] In this step, in the Nth accounting period, for a project group budget sub-node at the next level below the top-level budget node of a single project group, the top-level budget node of the project group determines the first budget information for the Nth accounting period based on the total budget information for the Nth accounting period, the pre-allocated value of the project group budget sub-node, and the sum of the pre-allocated values ​​of all project group budget sub-nodes at the next level below the top-level budget node of the project group.

[0094] Specifically, the first budget information for the Nth accounting period of a certain sub-node of the project group budget at the next level of the top-level node of the project group budget is: (the pre-allocated value of the project group budget sub-node × the total budget information for the Nth accounting period) / the sum of the pre-allocated values ​​of all project group budget sub-nodes at the next level of the top-level node of the project group budget.

[0095] Alternatively, in this step, in the Nth accounting period, for the sub-node of the project group budget at the next level below the top-level node of the project group budget, the top-level node of the project group budget determines the first budget information for the Nth accounting period corresponding to the sub-node of the project group budget based on the total budget information for the Nth accounting period and the pre-occupancy ratio of the sub-node of the project group budget.

[0096] Specifically, the first budget information for the Nth accounting period of a certain sub-node of the project group budget at the next level of the top-level node of the project group budget is: the pre-occupancy ratio of the project group budget sub-node × the total budget information for the Nth accounting period.

[0097] S202. Each project group budget sub-node allocates budget to each project control element and / or other sub-node based on the corresponding first budget information and the control information of each attached project control element and / or other sub-node, and obtains and distributes the second budget information corresponding to each project control element and / or other sub-node.

[0098] In this scheme, due to the varying complexity of the target project group, the depth of the hierarchical division between nodes and projects will also differ. Therefore, for all project group budget sub-nodes in the target project group, the project group budget sub-nodes can be one or more layers deep. Based on this, different projects will also be attached to different sub-nodes at different levels according to actual circumstances. Each project group budget sub-node allocates and distributes the budget to its attached project control elements and / or other sub-nodes, thereby achieving budget control of the target project group from a multi-project perspective.

[0099] In the specific implementation of this scheme, before each project group budget sub-node allocates budget to the project control elements attached to it, it is necessary to first attach the project control elements to the corresponding project group budget sub-node to complete the construction of the project group budget control unit structure. The project group budget control unit structure includes the project group budget body and project control elements.

[0100] In this step, each project group budget sub-node will determine the second budget information corresponding to the project control element and / or other sub-node based on its corresponding first budget information and the control information of each project control element and / or other sub-node attached to the sub-node, and send the second budget information corresponding to each project control element and / or other sub-node to the corresponding project control element and / or other sub-node.

[0101] It should be understood that when a project group budget sub-node has multiple layers, the upper-level project group budget sub-node determines the budget information corresponding to the lower-level project control elements and / or other sub-nodes based on the budget information of the project group budget sub-node and the control information of the project control elements and / or other sub-nodes attached to it.

[0102] In one specific implementation, the control information for project control elements and / or other sub-nodes includes the corresponding control parameters and priorities of the project control elements and / or other sub-nodes. The content of the control parameters and priorities, and their effects on project group budget sub-nodes and project control elements, are the same as the effects of the control information of project group budget sub-nodes on the project group budget top-level node and project group budget sub-nodes, and will not be elaborated further here.

[0103] In one specific implementation, the control parameters of a control element are determined based on information such as the control element's commitments, costs, and remaining orders.

[0104] In one specific implementation, each project group budget sub-node allocates budget to each project control element and / or other sub-node based on the corresponding first budget information and the control information of each attached project control element and / or other sub-node, thereby obtaining the second budget information corresponding to each project control element and / or other sub-node, including:

[0105] Step 1: Each project group budget sub-node determines the pre-occupancy value or pre-occupancy ratio of the project control element and / or other sub-nodes based on the control information of each attached project control element and / or other sub-nodes.

[0106] Step 2: Each project group budget sub-node allocates budget based on the corresponding first budget information and the pre-allocation value or pre-allocation ratio of the attached project control element and / or other sub-nodes, thus obtaining the second budget information corresponding to each project control element and / or other sub-node.

[0107] In this step, for a single project control element or other sub-node, the project group budget sub-node attached to it determines the second budget information corresponding to the project control element and / or other sub-node based on the first budget information corresponding to the project group budget sub-node, the pre-occupancy value of the project control element and / or other sub-node, and the sum of the pre-occupancy values ​​of all project control elements and / or other sub-nodes attached to the project group budget sub-node.

[0108] Specifically, the second budget information of a certain project control element or other sub-node is: (the pre-allocated value of the project control element or other sub-node × the first budget information of the project group budget sub-node to which it is attached) / the sum of the pre-allocated values ​​of all project control elements or other sub-nodes attached to the project group budget sub-node.

[0109] Alternatively, in this step, for a single project control element or other sub-node, the project group budget sub-node attached to it determines the second budget information corresponding to the project control element or other sub-node based on the pre-occupancy ratio of the project control element or other sub-node.

[0110] Specifically, the second budget information of a project control element or other sub-node is: the pre-occupancy ratio of the project control element or other sub-node × the first budget information of the project group budget sub-node to which it is attached.

[0111] In the specific implementation of this scheme, the budget of the target project group can also be controlled according to the accounting period. Specifically, each project group budget sub-node allocates budget to each project control element and / or other sub-node based on the corresponding first budget information and the control information of each attached project control element and / or other sub-node, thereby obtaining the second budget information corresponding to each project control element and / or other sub-node, including:

[0112] Step 1: Each project group budget sub-node determines the pre-occupancy value or pre-occupancy ratio of the project control element and / or other sub-nodes based on the control information of each attached project control element and / or other sub-nodes.

[0113] Step 2: For each accounting period, each project group budget sub-node allocates budget based on the first budget information for the accounting period and the pre-allocation value or pre-allocation ratio of the attached project control element and / or other sub-nodes, thereby obtaining the second budget information for each project control element and / or other sub-nodes for the accounting period.

[0114] In this step, in the Nth accounting period, for a single project control element or other sub-node, the project group budget sub-node attached to it determines the second budget information for the Nth accounting period based on the first budget information for the Nth accounting period corresponding to the project group budget sub-node, the pre-allocated value of the project control element and / or other sub-nodes, and the sum of the pre-allocated values ​​of all project control elements and / or other sub-nodes attached to the project group budget sub-node.

[0115] Specifically, the second budget information for a certain project control element or other sub-node in the Nth accounting period is: (the pre-allocated value of the project control element or other sub-node × the first budget information for the Nth accounting period of the project group budget sub-node it is attached to) / the sum of the pre-allocated values ​​of all project control elements or other sub-nodes attached to the project group budget sub-node.

[0116] Alternatively, in this step, in the Nth accounting period, for a single project control element or other sub-node, the project group budget sub-node attached to it is based on the first budget information of the Nth accounting period corresponding to the project group budget sub-node, the pre-occupancy ratio of the project control element or other sub-node, and the second budget information of the Nth accounting period corresponding to the project control element and / or other sub-node.

[0117] Specifically, the second budget information of a project control element or other sub-node is: the pre-occupancy ratio of the project control element or other sub-node × the first budget information of the project group budget sub-node to which it is attached.

[0118] In one specific implementation, the budget node of the higher-level project group can adjust or redistribute the budget information of the budget sub-nodes or control elements of the lower-level project group according to the actual situation.

[0119] In the project budget management method provided in this embodiment, the top-level node of the project group budget and each project group budget sub-node complete the budget allocation for their subordinate project group budget sub-nodes and / or project control elements based on their own budget information and the control information of their subordinate project group budget sub-nodes and / or project control elements. This solution achieves layer-by-layer control of the target project group budget allocation through the correspondence between the top-level node of the project group budget and its next-level project group budget sub-nodes, as well as the correspondence between each project group budget sub-node and its subordinate control elements and / or other sub-nodes. This enables precise control over the flow and usage of project group budgets, improving budget allocation efficiency, budget utilization, and project execution effectiveness. Furthermore, the implementation of budget control for the target project group by accounting period provided in this embodiment, by dividing budget information according to accounting periods, achieves control over budget allocation within each accounting period, further enhancing the flexibility and targeting of budget control.

[0120] Figure 3 Example 2 of the project budget management method provided in this application. Figure 3 As shown, based on Embodiment 1, the project budget management method provided in this application further includes:

[0121] S301. The top-level node of the project group budget uses a preset first budget verification rule to verify the first budget information of each sub-node of the project group budget at the next level.

[0122] The first budget verification rule includes:

[0123] (1) The sum of the first budget information corresponding to each sub-node of the project group budget at the next level of the project group budget top-level node is less than the total budget information of the project group budget top-level node.

[0124] (2) The sum of the pre-occupancy ratios of each sub-node of the project group budget at the next level of the top-level node of the project group budget is less than or equal to 1.

[0125] In this step, the top-level node of the project group budget verifies the first budget information corresponding to each project group budget sub-node at the next level according to rules (1) or (2), ensuring that the budget amount allocated to each project group budget sub-node at the next level is within the total budget, thereby achieving cost control. Among them, whether the top-level node of the project group budget chooses rule (1) or rule (2) for verification needs to be determined according to the actual situation: when allocating the budget according to the pre-occupied value of the project group budget sub-node, rule (1) is selected; when allocating the budget according to the pre-occupied ratio of the project group budget sub-node, rule (2) is selected.

[0126] In the specific implementation of this scheme, if the budget of the target project group is controlled according to the accounting period, the first budget verification rules include:

[0127] A. Verification of the first budget information for each budget sub-node of the next-level project group in any accounting period:

[0128] (1) The sum of the first budget information of each sub-node of the project group budget at the next level of the project group budget top-level node in any accounting period is less than the total budget information of the project group budget top-level node in the accounting period.

[0129] (2) The sum of the pre-occupancy ratios of each sub-node of the project group budget at the next level of the top-level node of the project group budget is less than or equal to 1.

[0130] B. Verify the first budget information for each budget sub-node of the next-level project group in all accounting periods:

[0131] The sum of the first budget information of each sub-node of the project group budget at the next level of the top-level node of the project group budget is less than the total budget information of the top-level node of the project group budget.

[0132] In this implementation, the top-level node of the project group budget not only needs to use rule (1) or (2) in rule A to verify whether the first budget information allocated to it for any accounting period meets the requirements, but also needs to use rule B to verify whether the sum of the first budget information allocated to it for all accounting periods meets the requirements. While controlling the cost of the budget in each accounting period, the total budget is also managed, further enhancing the flexibility and pertinence of budget management, improving the utilization rate of the budget and the execution effect of the project.

[0133] S302. Any project group budget sub-node shall use a preset second budget verification rule to verify the second budget information of the attached project control elements and / or other sub-nodes;

[0134] The second budget verification rule includes:

[0135] (1) The sum of the second budget information corresponding to each project control element and / or other sub-node attached to any project group budget sub-node is less than the first budget information of the project group budget sub-node.

[0136] (2) The sum of the pre-occupancy ratios of each project control element and / or other sub-nodes attached to any project group budget sub-node is less than or equal to 1.

[0137] In this step, the project group budget sub-node verifies the second budget information corresponding to each attached project control element and / or other sub-node according to rules (1) or (2), ensuring that the budget amount allocated to the project control element and / or other sub-node is within the scope of the project group budget sub-node's control, thereby achieving cost control. The choice between rule (1) and rule (2) for verification by the project group budget sub-node depends on the actual situation: when allocating the budget based on the pre-allocated value of the project control element and / or other sub-node, rule (1) is selected; when allocating the budget based on the pre-allocated proportion of the project control element and / or other sub-node, rule (2) is selected.

[0138] In the specific implementation of this scheme, if the budget of the target project group is controlled according to the accounting period, the second budget verification rules include:

[0139] A. Verification of the second budget information for the attached project control elements and / or other sub-nodes in any accounting period:

[0140] (1) The sum of the second budget information of each project control element and / or other sub-node attached to any project group budget sub-node in any accounting period is less than the first budget information of the project group budget sub-node in the accounting period.

[0141] (2) The sum of the pre-occupancy ratios of each project control element and / or other sub-nodes attached to any project group budget sub-node is less than or equal to 1.

[0142] B. Verification of second budget information for project control elements and / or other sub-nodes across all accounting periods:

[0143] The sum of the second budget information for each project control element and / or other sub-node attached to the project group budget sub-node across all accounting periods is less than the sum of the first budget information for the project group budget sub-node across all accounting periods.

[0144] In this implementation, the project group budget sub-node not only needs to use rule (1) or (2) in rule A to verify whether the second budget information of its subordinate project control elements and / or other sub-nodes meets the requirements for any accounting period, but also needs to use rule B to verify whether the sum of the second budget information of its subordinate project control elements and / or other sub-nodes for all accounting periods meets the requirements. This completes the cost control of each project group budget sub-node over its subordinate project control elements and / or other sub-nodes.

[0145] In the project budget management method provided in this embodiment, the top-level node of the project group budget verifies the first budget information of the next-level project group budget sub-nodes, and each project group budget sub-node verifies the second information of its subordinate project group budget sub-nodes and / or project control elements. Through this layered verification, each node can control the cost of the budget information allocated to its subordinate nodes or projects, ensuring that the final allocated budget amount does not exceed the total budget, thus improving budget utilization and the reliability of budget allocation. Furthermore, the implementation of budget management for target project groups by accounting period provided in this embodiment, by controlling the cost of budgets within each accounting period, further enhances the flexibility and targeting of budget management, making the entire budget allocation process more reliable.

[0146] The following describes a third embodiment of the project budget management method provided in this application. Based on the above embodiments, the project budget management method provided in this application further includes:

[0147] In one specific implementation, the type of currency used can be determined according to the actual situation, and this application does not impose any restrictions on this.

[0148] In one specific implementation, the relationships between the project control element S, the project group budget sub-nodes, are stored in the system's database for easy viewing and retrieval.

[0149] In one specific implementation, the project budget management method provided in this application also includes allocating budgets within project control elements. Specifically, when the attached control element is at least one level of the Work Breakdown Structure (WBS) corresponding to the project, the budget of that WBS and its lower-level WBS can be automatically allocated by the project group budget sub-nodes to which they are attached. For the upper-level WBS of the attached WBS, its budget needs to be manually maintained.

[0150] In one specific implementation, a project can have multiple corresponding Work Breakdown Structures (WBSs). Two WBSs of the same level within the same project can be attached to different project group budget sub-nodes for budget allocation and verification. For example, the WBSs for the Oil Production Plant 1 and the Chemical Plant 1 corresponding to the safety production maintenance project can be attached to different project group budget sub-nodes.

[0151] In one specific implementation, when managing the budget of a target project group by accounting period, the project budget management method provided in this application also includes a budget carry-forward method, as follows:

[0152] a. Determine whether the current accounting period has ended or whether a carry-forward request has been triggered;

[0153] b. If it is determined that the current accounting period has ended, or a carry-forward request has been triggered, then check whether the project group budget sub-node and / or project control element of the target project group has a budget balance. Specifically, if the budget information of the project group budget sub-node and / or project control element is greater than the actual amount paid, then the project group budget sub-node and / or project control element has a budget balance;

[0154] c. If there are remaining budget amounts in the project portfolio budget sub-nodes and / or project control elements, then copy the project portfolio budget structure, which includes all project portfolio budget nodes, hierarchical relationships, budget allocation rules, etc.; open a new approved accounting period, configure the basic framework for the next accounting period, and ensure the consistency of the project portfolio budget structure and logic across fiscal years.

[0155] d. Perform budget carry-forward. Specifically, deduct the budget balance from the current accounting period's budget information of the corresponding project group budget sub-node and / or project control element, and add it accordingly to the budget information of the next accounting period of the corresponding project group budget sub-node and / or project control element.

[0156] e. Generate reports that can be viewed of the budget allocations for each project group budget sub-node and each project control element in the current accounting period.

[0157] In one specific implementation, the generated reports display the budget allocation and usage status of each project group's budget sub-nodes and their respective projects or WBS. Simultaneously, the reports can highlight early warning information for key indicators such as budget overruns and surpluses. Users can use these reports to promptly understand the project's budget status and make corresponding decisions and adjustments, facilitating subsequent project budget management.

[0158] Figure 4 A logical diagram illustrating the project budget management method provided in this application. (e.g.) Figure 4 As shown in the diagram, the overall funding entity corresponds to the total budget information in this method embodiment. The top-level node of the project group budget allocates budgets to its subordinate project group budget sub-nodes based on the total budget information, and the budget information of the lower-level sub-nodes is controlled by the top-level node. The project budget sub-nodes determine the control parameters in the above method embodiment based on the commitments, costs, and remaining order information of the WBS, and form budget pre-allocation therein. In addition, project control elements are attached to the corresponding project group budget sub-nodes, which allocate budgets to them and manage their budgets.

[0159] The following is a specific implementation example four of the project budget management method provided in this application.

[0160] The application scenario of this embodiment is as follows: to manage the budget of the operation and maintenance costs of the No. 1 oil production plant.

[0161] S1. Configure the project group budget. The target project group is the operation and maintenance costs of Oil Production Plant No. 1 in 2023 and 2024. The budget of the target project group is managed according to the accounting period, which is one year. The top-level node of the project group budget is the operation and maintenance of Oil Production Plant No. 1, and the total budget information is the operation and maintenance costs of Oil Production Plant No. 1 in 2023-2024. There are three sub-nodes of the project group budget, all of which are one level below the top-level node of the project group budget: the factory area node, the living area node, and the administrative office area node. The project control elements are the safety production maintenance project, the office procurement project, and the factory equipment procurement project. Among them, the safety production maintenance project and the factory procurement project are linked to the factory area node, and the office procurement project is linked to the administrative office area node.

[0162] The top-level node of the project group budget allocates budgets to the factory area node, living area node, and administrative office area node based on the operation and maintenance costs for 2023-2024 and the control information of the factory area node, living area node, and administrative office area node. It then determines the first budget information for 2023 and the first budget information for 2024 for the factory area node, living area node, and administrative office area node, and distributes the first budget information to the corresponding nodes.

[0163] Based on its primary budget information and the control information for safety production maintenance projects and factory procurement projects, the factory area node allocates the budget for these projects, determines the secondary budget information for 2023 and 2024, and then distributes this secondary budget information to the corresponding nodes. Similarly, based on its primary budget information and the control information for safety production maintenance projects and factory procurement projects, the administrative office area node allocates the budget for office procurement projects, determines the secondary budget information for 2023 and 2024, and then distributes this secondary budget information to the corresponding nodes.

[0164] The top-level node of the project group budget uses a preset first budget verification rule to verify the first budget information of the factory area node, living area node, and administrative office area node;

[0165] The factory area node uses a preset second budget verification rule to verify the second budget information of the attached safety production maintenance projects and factory procurement projects; similarly, the administrative office area node uses a preset second budget verification rule to verify the second budget information of the attached office procurement projects.

[0166] At the end of the current accounting period or when a carry-over request is triggered, the budget carry-over is executed, and the budget balance of each node and project in 2023 is carried over to the corresponding node or project in 2024. After the carry-over is completed, a historical record of the budget allocation of Oil Production Plant No. 1 in 2023 is generated, and the budget control of Oil Production Plant No. 1 in 2023 is completed.

[0167] The specific project budget management method provided in this embodiment involves linking different projects to corresponding project group budget sub-nodes, thereby subjecting different projects to the same budget source for control. This enables precise control over the flow and use of project budgets, and improves budget allocation efficiency, budget utilization, and project execution effectiveness.

[0168] Figure 5 A detailed flowchart illustrating the project budget management methodology provided in this application.

[0169] Figure 6 A schematic diagram of the structure of the computer device provided in this application. Figure 6 As shown, the electronic device 60 provided in this embodiment includes at least one processor 601 and a memory 602. Optionally, the device 60 further includes a communication component 603. The processor 601, memory 602, and communication component 603 are connected via a bus 604.

[0170] In a specific implementation, at least one processor 601 executes computer execution instructions stored in memory 602, causing at least one processor 601 to perform the above-described method.

[0171] The specific implementation process of processor 601 can be found in the above method embodiments, and its implementation principle and technical effect are similar. It will not be repeated here.

[0172] This application also provides a computer-readable storage medium storing computer-executable instructions, which, when executed by a processor, implement the above-described method.

[0173] This application also provides a computer program product, including a computer program that, when executed by a processor, implements the above-described method.

[0174] Finally, it should be noted that other embodiments of the invention will readily occur to those skilled in the art upon consideration of the specification and practice of the invention disclosed herein. This invention is intended to cover any variations, uses, or adaptations of the invention that follow the general principles of the invention and include common knowledge or customary techniques in the art not disclosed herein, and is not limited to the precise structures described above and shown in the accompanying drawings, and various modifications and changes can be made without departing from its scope. The scope of the invention is limited only by the appended claims.

Claims

1. A project budget management system, characterized in that, include: The top-level node for the project portfolio budget, with at least two sub-nodes for the project portfolio budget; The top-level node of the project group budget is used to manage the budget of each project group budget sub-node at the next level based on the total budget information and the project control information of each project group budget sub-node at the next level. Each project group budget sub-node is used to manage the budget of project control elements and / or other sub-nodes based on the total budget information of the project group budget sub-node and the control information of the attached project control elements and / or other sub-nodes.

2. The system according to claim 1, characterized in that, The hierarchical structure of the top-level node of the project group budget, the at least two sub-nodes of the project group budget, and at least one project control element is a tree structure. The number of levels of the at least two project group budget sub-nodes in the tree structure is determined based on the project group information, with at least one level.

3. The system according to claim 1 or 2, characterized in that, The project control elements include any of the following: Project; the project's work breakdown structure (WBS) with at least one layer.

4. A project budget management method, characterized in that, The method, applied to the project budget management system according to any one of claims 1 to 3, comprises: For the target project group, the top-level node of the project group budget allocates the budget to each project group budget sub-node at the next level based on the total budget information and the project control information of each project group budget sub-node at the next level, and obtains and distributes the first budget information corresponding to each project group budget sub-node. Each project group budget sub-node allocates budget to each project control element and / or other sub-node based on the corresponding first budget information and the control information of each attached project control element and / or other sub-node, and obtains and distributes the second budget information corresponding to each project control element and / or other sub-node.

5. The method according to claim 4, characterized in that, The top-level node of the project group budget allocates budgets to each sub-node of the next-level project group budget based on the total budget information and the project control information of each sub-node of the project group budget, thereby obtaining the first budget information corresponding to each sub-node of the project group budget, including: The top-level node of the project group budget determines the pre-allocation value or pre-allocation ratio of each sub-node of the project group budget based on the project control information of each sub-node of the project group budget at the next level. The top-level node of the project group budget allocates budget to each project group budget sub-node at the next level based on the total budget information and the pre-allocation value or pre-allocation ratio of each project group budget sub-node, thereby obtaining the first budget information corresponding to each project group budget sub-node at the next level. or, The top-level node of the project group budget determines the total budget information for each accounting period based on at least one accounting period and the total budget information. The top-level node of the project group budget determines the pre-allocation value or pre-allocation ratio of each sub-node of the project group budget based on the project control information of each sub-node of the project group budget at the next level. For each accounting period, the top-level node of the project group budget allocates budget to each project group budget sub-node at the next level based on the total budget information for the accounting period and the pre-allocation value or pre-allocation ratio of each project group budget sub-node, thereby obtaining the first budget information of each project group budget sub-node at the next level for the accounting period.

6. The method according to claim 4 or 5, characterized in that, Each project group budget sub-node allocates budget to each project control element and / or other sub-node based on the corresponding first budget information and the control information of each attached project control element and / or other sub-node, thereby obtaining the second budget information corresponding to each project control element and / or other sub-node, including: Each project group budget sub-node determines the pre-occupancy value or pre-occupancy ratio of the project control element and / or other sub-node based on the control information of each attached project control element and / or other sub-node; Each project group budget sub-node allocates budget based on the corresponding first budget information and the pre-allocation value or pre-allocation ratio of the attached project control element and / or other sub-nodes, thus obtaining the second budget information corresponding to each project control element and / or other sub-node. or, Each project group budget sub-node determines the pre-occupancy value or pre-occupancy ratio of the project control element and / or other sub-node based on the control information of each attached project control element and / or other sub-node; For each accounting period, each project group budget sub-node allocates budget based on the first budget information for the accounting period and the pre-allocation value or pre-allocation ratio of the attached project control element and / or other sub-nodes, thereby obtaining the second budget information for each project control element and / or other sub-nodes for the accounting period.

7. The method according to claim 5, characterized in that, The method further includes: The top-level node of the project group budget uses a preset first budget verification rule to verify the first budget information of each sub-node of the project group budget at the next level; The first budget verification rule includes: The sum of the first budget information corresponding to each sub-node of the project group budget at the next level of the top-level node of the project group budget is less than the total budget information of the top-level node of the project group budget; or... The sum of the pre-allocation ratios of each sub-node of the project group budget at the next level below the top-level node of the project group budget is less than or equal to 1; or, The sum of the first budget information of each sub-node of the project group budget at the next level of the top-level node of the project group budget in any accounting period is less than the total budget information of the top-level node of the project group budget in that accounting period, and the sum of the first budget information of each sub-node of the project group budget at the next level of the top-level node of the project group budget in all accounting periods is less than the total budget information of the top-level node of the project group budget.

8. The method according to claim 6, characterized in that, The method further includes: Any project group budget sub-node uses a preset second budget verification rule to verify the second budget information of the attached project control elements and / or other sub-nodes; The second budget verification rule includes: The sum of the second budget information corresponding to each project control element and / or other sub-node attached to any project group budget sub-node is less than the first budget information of the project group budget sub-node; or... The sum of the pre-allocation ratios corresponding to each project control element and / or other sub-node attached to any project group budget sub-node is less than or equal to 1; or, The sum of the second budget information of each project control element and / or other sub-node attached to any project group budget sub-node in any accounting period is less than the first budget information of the project group budget sub-node in that accounting period, and the sum of the second budget information of each project control element and / or other sub-node attached to the project group budget sub-node in all accounting periods is less than the sum of the first budget information of the project group budget sub-node in all accounting periods.

9. A computer device, characterized in that, include: Memory, processor; The memory stores computer-executed instructions; The processor executes computer execution instructions stored in the memory, causing the processor to perform the method as described in any one of claims 4-8.

10. A computer-readable storage medium, characterized in that, The computer-readable storage medium stores computer-executable instructions, which, when executed by a processor, are used to implement the method as described in any one of claims 4-8.

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