A method and system for visualizing research and development project costs and schedules

Abstract

The application provides a research and development project cost and progress visualization method and system, the method comprises the following steps: obtaining task progress data and generating task progress records, obtaining cost data and generating cost records; based on the task progress records and the cost records, a plurality of task nodes and a plurality of cost nodes are constructed, and a final effective cost node is selected from the plurality of cost nodes; a connection edge is constructed between the task nodes and the final effective cost node, the task nodes are given a health degree score through the final effective cost node, and the task nodes are given a color attribute based on the health degree score to form a final visualization management table. The determination of the association relationship between the task nodes and the final effective cost node establishes a dynamic and real-time corresponding relationship between the cost and the progress; the health degree score converts the association relationship into a quantitative index, and the association analysis result is converted into the final visualization management table which is intuitive and can be quickly interpreted through the giving of the color attribute.

Description

Technical Field

[0001] This invention relates to the field of project management technology, and in particular to a method and system for visualizing the cost and schedule of R&D projects. Background Technology

[0002] In recent years, the rapidly growing demand for software development and the fiercely competitive software market have required higher software development efficiency. In software development projects, the refined management of project costs and schedules is the key to determining the efficiency of project development.

[0003] Existing R&D project management typically stores cost data in financial or ERP systems, while progress data is stored in R&D management tools such as Jira and GitLab. There is a lack of automatic, real-time correlation analysis between the two, which fails to reflect the dynamic correspondence between cost consumption and task progress. Summary of the Invention

[0004] To address the shortcomings of existing technologies, the present invention aims to provide a method and system for visualizing the cost and schedule of R&D projects. This system addresses the technical problem that existing technologies lack automatic and real-time correlation analysis between cost data and schedule data in project management, and are unable to reflect the dynamic correspondence between cost consumption and task progress.

[0005] To achieve the above objectives, in a first aspect, embodiments of this application provide a method for visualizing the cost and schedule of research and development projects, comprising the following steps: Obtain task progress data from the project management system and generate task progress records based on the task progress data; obtain cost data from the financial management system and generate cost records based on the cost data. Based on the task progress record and the cost record, a number of task nodes and a number of cost nodes are constructed respectively, and the final effective cost node corresponding to the task node is selected from the number of cost nodes; A connection edge is constructed between the task node and the final effective cost node to form an initial visual management table. A health score is assigned to the task node through the final effective cost node, and a color attribute is assigned to the task node based on the health score to form the final visual management table.

[0006] Furthermore, the task progress record includes a unique task identifier, a collection timestamp, and a percentage of progress completion; the cost record includes an associated task identifier, a cost amount, and a cost occurrence timestamp; the associated task identifier corresponds to the unique task identifier.

[0007] Furthermore, the step of constructing a plurality of task nodes and a plurality of cost nodes based on the task progress record and the cost record, and selecting the final effective cost node corresponding to the task node from the plurality of cost nodes includes: Construct several blank nodes, convert the blank nodes into task nodes based on the task's unique identifier and the collection timestamp, and assign the progress completion amount to the task nodes; Based on the associated task identifier and the cost occurrence timestamp, the blank node is converted into a cost node, and the cost amount is assigned to the cost node; An initial effective cost node is selected from several cost nodes based on the task's unique identifier and the associated task identifier; The final effective cost node is selected from several initial effective cost nodes based on the collection timestamp and the cost occurrence timestamp.

[0008] Furthermore, the step of selecting the final effective cost node from several initial effective cost nodes based on the collection timestamp and the cost occurrence timestamp specifically involves: The data collection timestamp is compared with the cost occurrence timestamp, and the initial effective cost node corresponding to the cost occurrence timestamp being less than the data collection timestamp is selected as the final effective cost node.

[0009] Furthermore, the step of assigning a health score to the task node through the final effective cost node includes: Get the task start timestamp and the expected end timestamp, and get the budgeted cost; The planned duration is obtained by using the task start timestamp and the expected task end timestamp, and the actual duration is obtained by using the collection timestamp and the task start timestamp. The planned progress percentage is obtained by using the planned duration and the actual duration. A health score is obtained based on the percentage of planned progress, the percentage of progress completed, the budgeted cost, and the cost amount.

[0010] Furthermore, the step of obtaining a health score based on the percentage of planned progress, the percentage of progress completed, the budgeted cost, and the cost amount includes: The planned and actual quantities are obtained by using the percentage of planned progress, the percentage of progress completed, and the budgeted cost. The cost amounts of the final effective cost nodes associated with the task nodes are summarized into the actual cost; The schedule efficiency index and cost efficiency index are obtained by using the planned quantity, the actual quantity, and the actual cost, and a health score is obtained based on the schedule efficiency index and the cost efficiency index.

[0011] Furthermore, the formula for obtaining the planned quantity value is: , in, This represents the planned quantity value of the task node corresponding to the t-th collection timestamp of the i-th task. This represents the percentage of planned progress for the task node corresponding to the t-th data collection timestamp of the i-th task. This represents the budget cost corresponding to the i-th task; The formula for obtaining the actual value is: , in, This represents the actual quantity value of the task node corresponding to the t-th collection timestamp of the i-th task. This represents the percentage of progress completed for the task node corresponding to the t-th collection timestamp of the i-th task. The formula for obtaining the progress performance index is as follows: , in, This represents the progress efficiency index of the task node corresponding to the t-th collection timestamp of the i-th task; The formula for obtaining the cost-efficiency index is as follows: , in, This represents the cost-efficiency index of the task node corresponding to the t-th collection timestamp of the i-th task. This represents the actual cost of the task node corresponding to the t-th collection timestamp of the i-th task.

[0012] Furthermore, the step of assigning color attributes to the task node based on the health score specifically includes: The health score is compared with a scoring threshold. If the health score is greater than the scoring threshold, the color of the task node is adjusted to green. If the health score is less than the scoring threshold, the color of the task node is adjusted to red.

[0013] Secondly, embodiments of this application provide a research and development project cost and schedule visualization system, applied to the research and development project cost and schedule visualization method described in the first aspect above, the system comprising: The acquisition module is used to acquire task progress data from the project management system and generate task progress records based on the task progress data; and to acquire cost data from the financial management system and generate cost records based on the cost data. The filtering module is used to construct a number of task nodes and a number of cost nodes based on the task progress record and the cost record, and select the final effective cost node corresponding to the task node from the number of cost nodes. The association module is used to build connection edges between the task node and the final effective cost node to form an initial visual management table, assign a health score to the task node through the final effective cost node, and assign color attributes to the task node based on the health score to form the final visual management table.

[0014] Thirdly, embodiments of this application provide a computer, including a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the processor executes the computer program to implement the R&D project cost and schedule visualization method as described in the first aspect above.

[0015] Fourthly, embodiments of this application provide a storage medium storing a computer program thereon, which, when executed by a processor, implements the method for visualizing the cost and schedule of R&D projects as described in the first aspect above.

[0016] Compared with the prior art, the beneficial effects of the present invention are as follows: by acquiring the task progress data and the cost data, the task nodes and the cost nodes are formed, and the correlation between the task nodes and the final effective cost nodes is determined, thus establishing a dynamic, real-time, and accurate correspondence between cost and schedule; by acquiring the health score, the correlation between cost and schedule is converted into a quantitative indicator, and then by assigning color attributes, the correlation analysis results are converted into an intuitive and quickly interpretable final visual management table, providing decision support for R&D project management. Attached Figure Description

[0017] Figure 1 This is a flowchart of the method for visualizing R&D project costs and schedules in the first embodiment of the present invention; Figure 2 This is a structural block diagram of the R&D project cost and schedule visualization system in the second embodiment of the present invention; The following detailed description, in conjunction with the accompanying drawings, will further illustrate the present invention. Detailed Implementation

[0018] To facilitate understanding of the present invention, a more complete description will be given below with reference to the accompanying drawings. Several embodiments of the invention are illustrated in the drawings. However, the invention can be implemented in many different forms and is not limited to the embodiments described herein. Rather, these embodiments are provided so that this disclosure will be thorough and complete.

[0019] It should be noted that when a component is said to be "fixed to" another component, it can be directly on the other component or there may be an intervening component. When a component is said to be "connected to" another component, it can be directly connected to the other component or there may be an intervening component. The terms "vertical," "horizontal," "left," "right," and similar expressions used in this document are for illustrative purposes only.

[0020] Unless otherwise defined, all technical and scientific terms used herein have the same meaning as commonly understood by one of ordinary skill in the art to which this invention pertains. The terminology used herein in the description of the invention is for the purpose of describing particular embodiments only and is not intended to be limiting of the invention. The term "and / or" as used herein includes any and all combinations of one or more of the associated listed items.

[0021] Please see Figure 1 The method for visualizing R&D project costs and schedules provided in the first embodiment of the present invention includes the following steps: S10: Obtain task progress data from the project management system, generate task progress records using the task progress data, obtain cost data from the financial management system, and generate cost records using the cost data; For any given project, there are several tasks. The project is considered complete when all tasks are finished. The task progress record includes a unique task identifier, a data collection timestamp, and the percentage of progress completed. The cost record includes an associated task identifier, a cost amount, and a cost occurrence timestamp. The associated task identifier corresponds to the unique task identifier. Both the unique task identifier and its corresponding associated task identifier point to the same task. It should be noted that when a cost record corresponds to material procurement, the procurement amount is selected as the cost amount from the cost data. When a cost record corresponds to manpower, the working hours are extracted from the cost data, and the cost amount is obtained based on the product of the working hours and a preset rate.

[0022] S20: Based on the task progress record and the cost record, construct a number of task nodes and a number of cost nodes respectively, and select the final effective cost node corresponding to the task node from the number of cost nodes; Step S20 includes: S210: Construct several blank nodes, convert the blank nodes into task nodes based on the task unique identifier and the collection timestamp, and assign the progress completion amount to the task nodes; Understandably, for a given task, there are multiple task nodes corresponding to it at different time points. The task nodes correspond to the task through a unique task identifier and are distinguished from different time points by collecting timestamps.

[0023] S220: Based on the associated task identifier and the cost occurrence timestamp, convert the blank node into a cost node, and assign the cost amount to the cost node; The generation of cost nodes has the same meaning as the generation of task nodes, and will not be elaborated further here. For example, the amount of material a purchased on X year X month X day corresponds to the generation of one cost node, while the amount of material b purchased on X year X month Y day corresponds to the generation of another cost node.

[0024] S230: Select an initial effective cost node from among the cost nodes based on the task unique identifier and the associated task identifier; Connect the task nodes and cost nodes corresponding to the same task to determine the initial effective cost node corresponding to the task node.

[0025] S240: Select the final effective cost node from a plurality of initial effective cost nodes based on the collection timestamp and the cost occurrence timestamp; The time at which costs are collected varies for different task nodes. Therefore, if a cost occurring after the collection timestamp does not correspond to the cost of the task node at the current time, further filtering of the initial effective cost nodes is necessary. Specifically, the collection timestamp is compared with the cost occurrence timestamp, and the initial effective cost nodes corresponding to the cost occurrence timestamp being less than the collection timestamp are selected as the final effective cost nodes.

[0026] S30: Construct a connection edge between the task node and the final effective cost node to form an initial visual management table; assign a health score to the task node through the final effective cost node; assign a color attribute to the task node based on the health score to form the final visual management table. Step S30 includes: S310: Obtain the task start timestamp and the estimated end timestamp, and obtain the budgeted cost; S320: Obtain the planned duration by using the task start timestamp and the expected task end timestamp, obtain the actual duration by using the collection timestamp and the task start timestamp, and obtain the planned progress percentage by using the planned duration and the actual duration. If the planned construction period is 12 months and the actual construction period is 6 months, then the planned progress percentage is 50%.

[0027] S330: Obtain a health score based on the planned progress percentage, the progress completion percentage, the budgeted cost, and the cost amount; Specifically, the planned and actual quantities are obtained through the planned progress percentage, the progress completion percentage, and the budgeted cost; The formula for obtaining the planned quantity value is: , in, This represents the planned quantity value of the task node corresponding to the t-th collection timestamp of the i-th task. This represents the percentage of planned progress for the task node corresponding to the t-th data collection timestamp of the i-th task. This represents the budget cost corresponding to the i-th task; The formula for obtaining the actual value is: , in, This represents the actual quantity value of the task node corresponding to the t-th collection timestamp of the i-th task. This represents the percentage of progress completed for the task node corresponding to the t-th collection timestamp of the i-th task; The cost amounts of the final effective cost nodes associated with the task nodes are summarized into the actual cost; The schedule efficiency index and cost efficiency index are obtained by using the planned quantity, the actual quantity, and the actual cost, and a health score is obtained based on the schedule efficiency index and the cost efficiency index. The formula for obtaining the progress performance index is as follows: , in, This represents the progress efficiency index of the task node corresponding to the t-th collection timestamp of the i-th task; The formula for obtaining the cost-efficiency index is as follows: , in, This represents the cost-efficiency index of the task node corresponding to the t-th collection timestamp of the i-th task. This represents the actual cost of the task node corresponding to the t-th collection timestamp of the i-th task. In this embodiment, the health score is obtained by weighting and fusing the first weight corresponding to the progress efficiency index and the second weight corresponding to the cost efficiency index.

[0028] S340: Compare the health score with the scoring threshold. If the health score is greater than the scoring threshold, adjust the color of the task node to green. If the health score is less than the scoring threshold, adjust the color of the task node to red. By acquiring the task progress data and cost data, task nodes and cost nodes are formed, and the correlation between the task nodes and the final effective cost nodes is determined, thus establishing a dynamic, real-time, and accurate correspondence between cost and schedule. By acquiring the health score, the correlation between cost and schedule is converted into a quantitative indicator, and then, by assigning color attributes, the correlation analysis results are converted into an intuitive and quickly interpretable final visual management table, providing decision support for R&D project management. For any red task node, detailed screening and control can be performed through its node attributes and associated final effective cost nodes.

[0029] Please see Figure 2 The second embodiment of the present invention provides a research and development project cost and schedule visualization system. This system is applied to the research and development project cost and schedule visualization method described in the above embodiments, and will not be repeated hereafter. As used below, the terms "module," "unit," "subunit," etc., can refer to a combination of software and / or hardware that performs a predetermined function. Although the apparatus described in the following embodiments is preferably implemented in software, hardware implementation, or a combination of software and hardware, is also possible and contemplated.

[0030] The system includes: The acquisition module 10 is used to acquire task progress data from the project management system and generate task progress records based on the task progress data, and to acquire cost data from the financial management system and generate cost records based on the cost data. The filtering module 20 is used to construct a plurality of task nodes and a plurality of cost nodes based on the task progress record and the cost record, and select the final effective cost node corresponding to the task node from the plurality of cost nodes. The filtering module 20 includes: The first unit is used to construct several blank nodes, convert the blank nodes into task nodes based on the task unique identifier and the collection timestamp, and assign the progress completion amount to the task nodes; The second unit is used to convert the blank node into a cost node based on the associated task identifier and the cost occurrence timestamp, and to assign the cost amount to the cost node. The third unit is used to select an initial effective cost node from a plurality of cost nodes based on the task unique identifier and the associated task identifier; The fourth unit is used to select the final effective cost node from a plurality of initial effective cost nodes based on the collection timestamp and the cost occurrence timestamp; The fourth unit is specifically used to compare the collection timestamp with the cost occurrence timestamp, and select the initial effective cost node corresponding to the cost occurrence timestamp being less than the collection timestamp as the final effective cost node; The association module 30 is used to construct a connection edge between the task node and the final effective cost node to form an initial visual management table, assign a health score to the task node through the final effective cost node, and assign a color attribute to the task node based on the health score to form the final visual management table. The associated module 30 includes: The fifth unit is used to obtain the task start timestamp and the expected end timestamp, and to obtain the budgeted cost; The sixth unit is used to obtain the planned duration through the task start timestamp and the expected task end timestamp, and to obtain the actual duration through the collection timestamp and the task start timestamp, and to obtain the planned progress percentage through the planned duration and the actual duration. The seventh unit is used to obtain a health score based on the percentage of planned progress, the percentage of progress completed, the budgeted cost, and the cost amount. The seventh unit is specifically used to obtain planned and actual values ​​through the planned progress percentage, the progress completion percentage, and the budgeted cost; to summarize the cost amount of the final effective cost node associated with the task node into the actual cost; to obtain a progress efficiency index and a cost efficiency index through the planned value, the actual value, and the actual cost; and to obtain a health score based on the progress efficiency index and the cost efficiency index. The eighth unit is used to compare the health score with a scoring threshold. If the health score is greater than the scoring threshold, the color of the task node is adjusted to green; if the health score is less than the scoring threshold, the color of the task node is adjusted to red.

[0031] The present invention also provides a computer, including a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the processor executes the computer program to implement the method for visualizing the cost and schedule of R&D projects as described in the above technical solutions.

[0032] The present invention also provides a storage medium storing a computer program thereon, which, when executed by a processor, implements the method for visualizing the cost and schedule of R&D projects as described in the above technical solutions.

[0033] In the description of this specification, references to terms such as "one embodiment," "some embodiments," "example," "specific example," or "some examples," etc., indicate that a specific feature, structure, material, or characteristic described in connection with that embodiment or example is included in at least one embodiment or example of the invention. In this specification, the illustrative expressions of the above terms do not necessarily refer to the same embodiment or example. Furthermore, the specific features, structures, materials, or characteristics described may be combined in any suitable manner in one or more embodiments or examples.

[0034] The embodiments described above are merely illustrative of several implementations of the present invention, and while the descriptions are specific and detailed, they should not be construed as limiting the scope of the invention. It should be noted that those skilled in the art can make various modifications and improvements without departing from the concept of the present invention, and these modifications and improvements all fall within the scope of protection of the present invention. Therefore, the scope of protection of the present invention should be determined by the appended claims.

Claims

1. A method for visualizing the cost and schedule of R&D projects, characterized in that, Includes the following steps: Obtain task progress data from the project management system and generate task progress records based on the task progress data; obtain cost data from the financial management system and generate cost records based on the cost data. Based on the task progress record and the cost record, a number of task nodes and a number of cost nodes are constructed respectively, and the final effective cost node corresponding to the task node is selected from the number of cost nodes; A connection edge is constructed between the task node and the final effective cost node to form an initial visual management table. A health score is assigned to the task node through the final effective cost node, and a color attribute is assigned to the task node based on the health score to form the final visual management table.

2. The method for visualizing R&D project costs and schedules according to claim 1, characterized in that, The task progress record includes a unique task identifier, a collection timestamp, and a percentage of progress completion. The cost record includes an associated task identifier, a cost amount, and a cost occurrence timestamp. The associated task identifier corresponds to the unique task identifier.

3. The method for visualizing R&D project costs and schedules according to claim 2, characterized in that, The step of constructing a plurality of task nodes and a plurality of cost nodes based on the task progress record and the cost record, and selecting the final effective cost node corresponding to the task node from the plurality of cost nodes includes: Construct several blank nodes, convert the blank nodes into task nodes based on the task's unique identifier and the collection timestamp, and assign the progress completion amount to the task nodes; Based on the associated task identifier and the cost occurrence timestamp, the blank node is converted into a cost node, and the cost amount is assigned to the cost node; An initial effective cost node is selected from several cost nodes based on the task's unique identifier and the associated task identifier; The final effective cost node is selected from several initial effective cost nodes based on the collection timestamp and the cost occurrence timestamp.

4. The method for visualizing R&D project costs and schedules according to claim 3, characterized in that, The step of selecting the final effective cost node from several initial effective cost nodes based on the collection timestamp and the cost occurrence timestamp is specifically as follows: The data collection timestamp is compared with the cost occurrence timestamp, and the initial effective cost node corresponding to the cost occurrence timestamp being less than the data collection timestamp is selected as the final effective cost node.

5. The method for visualizing R&D project costs and schedules according to claim 2, characterized in that, The step of assigning a health score to the task node through the final effective cost node includes: Get the task start timestamp and the expected end timestamp, and get the budgeted cost; The planned duration is obtained by using the task start timestamp and the expected task end timestamp, and the actual duration is obtained by using the collection timestamp and the task start timestamp. The planned progress percentage is obtained by using the planned duration and the actual duration. A health score is obtained based on the percentage of planned progress, the percentage of progress completed, the budgeted cost, and the cost amount.

6. The method for visualizing R&D project costs and schedules according to claim 5, characterized in that, The steps for obtaining a health score based on the percentage of planned progress, the percentage of progress completed, the budgeted cost, and the cost amount include: The planned and actual quantities are obtained by using the percentage of planned progress, the percentage of progress completed, and the budgeted cost. The cost amounts of the final effective cost nodes associated with the task nodes are summarized into the actual cost; The schedule efficiency index and cost efficiency index are obtained by using the planned quantity, the actual quantity, and the actual cost, and a health score is obtained based on the schedule efficiency index and the cost efficiency index.

7. The method for visualizing R&D project costs and schedules according to claim 6, characterized in that, The formula for obtaining the planned quantity value is: ， in, This represents the planned quantity value of the task node corresponding to the t-th collection timestamp of the i-th task. This represents the percentage of planned progress for the task node corresponding to the t-th data collection timestamp of the i-th task. This represents the budget cost corresponding to the i-th task; The formula for obtaining the actual value is: ， in, This represents the actual quantity value of the task node corresponding to the t-th collection timestamp of the i-th task. This represents the percentage of progress completed for the task node corresponding to the t-th collection timestamp of the i-th task; The formula for obtaining the progress performance index is as follows: ， in, This represents the progress efficiency index of the task node corresponding to the t-th collection timestamp of the i-th task; The formula for obtaining the cost-efficiency index is as follows: ， in, This represents the cost-efficiency index of the task node corresponding to the t-th collection timestamp of the i-th task. This represents the actual cost of the task node corresponding to the t-th collection timestamp of the i-th task.

8. The method for visualizing R&D project costs and schedules according to claim 1, characterized in that, The specific steps for assigning color attributes to the task node based on the health score are as follows: The health score is compared with a scoring threshold. If the health score is greater than the scoring threshold, the color of the task node is adjusted to green. If the health score is less than the scoring threshold, the color of the task node is adjusted to red.

9. A research and development project cost and schedule visualization system, applied to the research and development project cost and schedule visualization method as described in any one of claims 1 to 8, characterized in that, The system includes: The acquisition module is used to acquire task progress data from the project management system and generate task progress records based on the task progress data; and to acquire cost data from the financial management system and generate cost records based on the cost data. The filtering module is used to construct a number of task nodes and a number of cost nodes based on the task progress record and the cost record, and select the final effective cost node corresponding to the task node from the number of cost nodes. The association module is used to build connection edges between the task node and the final effective cost node to form an initial visual management table, assign a health score to the task node through the final effective cost node, and assign color attributes to the task node based on the health score to form the final visual management table.

10. A computer comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, characterized in that, When the processor executes the computer program, it implements the method for visualizing the cost and schedule of R&D projects as described in any one of claims 1 to 8.

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