Program, information processing device and method

Abstract

To provide a technique allowing other users to browse and use template data required for management of a commercial transaction.SOLUTION: A server of a project management system for storing template data (2021) required for management of a commercial transaction, causes a processor to execute, as functions thereof: a step (S121) of receiving from a user, input of transaction data related to a commercial transaction of the user; a step (S221) of receiving from the user, edit input to template data selected from stored template data and used for managing the commercial transaction relating to the received transaction data; and a step (S222) of storing the template data edited by the user as the template data relating to the received transaction data and disclosing the template data in a state of being browsable by other users.SELECTED DRAWING: Figure 4

Description

[Technical field]

[0001] The present disclosure relates to a program, an information processing device, and a method. [Background technology]

[0002] 2. Description of the Related Art Systems are known that calculate information such as man-hours and labor costs related to business projects, for example, projects for building a specific product.

[0003] Patent Document 1 discloses a technology regarding a system that receives information on man-hours from users and calculates sales amounts and labor costs for each user. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] JP 2020-071881 A Summary of the Invention [Problem to be solved by the invention]

[0005] By the way, in order to manage whether projects related to such business are being carried out properly, it is necessary to manage the budget related to the project and to manage whether the budget is being properly consumed as actual results. In addition, it is necessary to create a budget proposal periodically and to create a budget proposal for the next period taking into account the budget consumption status of the previous period. Therefore, creating the budget was time-consuming.

[0006] Therefore, this disclosure describes a technology that presents information based on accounting system information that makes it possible to create a budget proposal for the next period based on information on the project budget and actual results. [Means for solving the problem]

[0007] According to one embodiment of the present disclosure, there is provided a program for managing a budget related to a user's business by being executed on a computer having a processor and a memory, the program causing the processor to execute the following steps: receiving information about the project from the user, including budget information about the project related to the business; determining project attributes based on the information about the project; receiving information about actual results against the budget of the project related to the business from the user; presenting the project budget information and project actual results information to the user in a comparable manner based on accounting system information defined according to the project attributes; and creating budget information for future projects based on the project actual results information. Effect of the Invention

[0008] According to the present disclosure, information on the future budget of a project is created based on information on the budget and performance of the project, which makes it possible to create a budget proposal for the next period. [Brief description of the drawings]

[0009] [Figure 1] 1 is a block diagram showing an overall configuration of a project management system 1 according to a first embodiment. [Diagram 2] 3 is a block diagram showing a functional configuration of the terminal device 10 of FIG. 2. [Diagram 3] 3 is a block diagram showing a functional configuration of the server 20 of FIG. 2. [Figure 4] FIG. 4 is a diagram showing an example of a data structure of a user database 2021 in FIG. 3. [Diagram 5] FIG. 4 is a diagram showing an example of a data structure of a project budget database 2022 in FIG. 3. [Figure 6] FIG. 4 is a diagram showing an example of a data structure of a project performance database 2023 in FIG. 3. [Figure 7] 11 is a flowchart showing an example of a flow of a project forecast / actual display process performed by the project management system 1. [Figure 8] 1 is a flowchart showing an example of a flow of a project budget creation process performed by the project management system 1. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0010] Hereinafter, an embodiment of the present disclosure will be described with reference to the drawings. The following description and drawings are examples for explaining the present invention, and are omitted and simplified as appropriate for clarity of explanation. The present invention can be implemented in various other forms. Unless otherwise specified, each component may be singular or plural. In the following description, the same components are denoted by the same reference numerals. Their names and functions are also the same. Therefore, detailed descriptions thereof will not be repeated.

[0011] <Summary> The project management system according to the present disclosure will be described below. The project management system according to the present disclosure is a system for managing the budget of a project related to the business of a corporation or a sole proprietor, which is a user. The project management system according to the present disclosure is also a system for managing the actual results against the budget related to the business. The project management system according to the present disclosure is a system provided as a Web service by a cloud server or the like, so-called SaaS (Software as a Service).

[0012] The project management system according to the present disclosure presents to the user information on the budget of the user's project and information on actual results against this budget so that the user can compare them. At this time, the information on the budget and actual results of the project is presented to the user so that the information can be compared based on the accounting system information defined according to the attributes of the project.

[0013] In addition, the project management system according to the present disclosure manages information related to user projects and provides accounting services for project performance. The accounting services provided to users include managing cash transactions such as purchases, sales, and borrowings, recording (entering) transactions in ledgers (journal entries, general ledgers), creating trial balances as settlement processing at the designated accounting period, and creating financial statements such as income statements and balance sheets.

[0014] Furthermore, the project management system according to the present disclosure creates new budget information for the user's project. To create the new budget information, information on past project results is referenced, and the new budget information is created based on the past project results information.

[0015] The above-mentioned configuration allows the project manager to grasp the information on the project budget and performance. In addition, by creating new budget information, a budget proposal for the next period can be created, allowing the project manager to grasp the new budget.

[0016] <Embodiment 1> The following describes the project management system 1. In the following description, for example, when the terminal device 10 accesses the server 20, the server 20 responds with information for generating a screen on the terminal device 10. The terminal device 10 generates and displays a screen based on the information received from the server 20.

[0017] <1 Overall configuration of project management system 1> FIG. 1 is a block diagram showing the overall configuration of a project management system 1 according to the first embodiment. As shown in FIG. 1, the project management system 1 includes a plurality of terminal devices (in FIG. 1, terminal device 10A and terminal device 10B are shown. Hereinafter, they may be collectively referred to as "terminal devices 10") and a server 20. The terminal devices 10 and the server 20 are connected to each other so as to be able to communicate with each other via a network 80. The network 80 is configured as a wired or wireless network. In this embodiment, the server 20 is a Web server (including a cloud server), and exchanges information with the terminal device 10 through Web pages. Note that a Web page browser for viewing Web pages is installed on the terminal device 10, but a dedicated application for providing the services of the server 20 may also be installed and configured to be viewable through the dedicated application.

[0018] The terminal device 10 is a device operated by each user. Here, the user is a person who uses the terminal device 10 to input and refer to information on the budget and actual results of a project, which is a function of the project management system 1, and manages the progress of the project, such as an employee of a business enterprise or a sole proprietor. The terminal device 10 is realized by a stationary PC (Personal Computer), a laptop PC, or the like. Alternatively, the terminal device 10 may be a tablet compatible with a mobile communication system, a mobile terminal such as a smartphone, or the like.

[0019] The terminal device 10 is communicatively connected to the server 20 via a network 80. The terminal device 10 is connected to the network 80 by communicating with communication devices such as a wireless base station 81 compatible with communication standards such as 4G, 5G, and LTE (Long Term Evolution), and a wireless LAN router 82 compatible with wireless LAN (Local Area Network) standards such as IEEE (Institute of Electrical and Electronics Engineers) 802.11. As shown as the terminal device 10B in FIG. 1, the terminal device 10 includes a communication IF (Interface) 12, an input device 13, an output device 14, a memory 15, a storage unit 16, and a processor 19.

[0020] The communication IF 12 is an interface for inputting and outputting signals so that the terminal device 10 can communicate with an external device. The input device 13 is an input device (e.g., a keyboard, a touch panel, a touch pad, a pointing device such as a mouse, etc.) for receiving an input operation from a user. The output device 14 is a device (e.g., a display, a speaker, etc.) for presenting information to a user. The memory 15 is for temporarily storing a program and data processed by the program, etc., and is a volatile memory such as a DRAM (Dynamic Random Access Memory). The storage unit 16 is a storage device for saving data, and is, for example, a flash memory or a HDD (Hard Disc Drive). The processor 19 is hardware for executing an instruction set described in a program, and is composed of an arithmetic unit, a register, a peripheral circuit, etc.

[0021] The server 20 is a device that stores and manages information on the budget and actual results of a project, which is a function of the project management system 1. The server 20 accepts information about a project, including budget information about the project related to the business, and accepts information about the actual results against the project budget. The server 20 also determines project attributes based on the information about the project, and presents the project budget and actual results information to the user so that they can be compared based on first accounting system information that is determined according to the project attributes.

[0022] The server 20 is a computer connected to a network 80. The server 20 includes a communication IF 22, an input / output IF 23, a memory 25, a storage 26, and a processor 29.

[0023] The communication IF 22 is an interface for inputting and outputting signals so that the server 20 can communicate with an external device. The input / output IF 23 functions as an interface with an input device for receiving an input operation from a user and an output device for presenting information to a user. The memory 25 is for temporarily storing programs and data processed by the programs, etc., and is a volatile memory such as a DRAM (Dynamic Random Access Memory). The storage 26 is a storage device for saving data, such as a flash memory or a HDD (Hard Disc Drive). The processor 29 is hardware for executing an instruction set described in a program, and is composed of an arithmetic unit, a register, a peripheral circuit, etc.

[0024] <1.1 Configuration of the terminal device 10> FIG. 2 is a block diagram showing a functional configuration of the terminal device 10 of FIG. 1. As shown in FIG. 2, the terminal device 10 includes a plurality of antennas (antenna 111, antenna 112), wireless communication units (first wireless communication unit 121, second wireless communication unit 122) corresponding to the respective antennas, an operation reception unit 130 (including a keyboard 131 and a mouse 132), a voice processing unit 140, a microphone 141, a speaker 142, a display 150, a camera 160, a storage unit 170, and a control unit 180. The terminal device 10 also has functions and configurations (e.g., a battery for storing power, a power supply circuit for controlling the supply of power from the battery to each circuit, etc.) that are not particularly shown in FIG. 2. As shown in FIG. 2, each block included in the terminal device 10 is electrically connected by a bus or the like. The terminal device 10 shown in FIG. 2 will be described as a mobile terminal such as a tablet or a smartphone compatible with a mobile communication system, but may be a stationary PC (Personal Computer) or a laptop PC.

[0025] The antenna 111 emits a signal generated by the terminal device 10 as a radio wave. The antenna 111 also receives a radio wave from space and provides the received signal to the first wireless communication unit 121.

[0026] The antenna 112 radiates a signal generated by the terminal device 10 as a radio wave. The antenna 112 also receives a radio wave from space and provides the received signal to the second radio communication unit 122.

[0027] The first wireless communication unit 121 performs modulation / demodulation processing and the like for transmitting and receiving signals via the antenna 111 so that the terminal device 10 can communicate with other wireless devices. The second wireless communication unit 122 performs modulation / demodulation processing and the like for transmitting and receiving signals via the antenna 112 so that the terminal device 10 can communicate with other wireless devices. The first wireless communication unit 121 and the second wireless communication unit 122 are communication modules including a tuner, a Received Signal Strength Indicator (RSSI) calculation circuit, a Cyclic Redundancy Check (CRC) calculation circuit, a high-frequency circuit, and the like. The first wireless communication unit 121 and the second wireless communication unit 122 perform modulation / demodulation and frequency conversion of wireless signals transmitted and received by the terminal device 10, and provide the received signals to the control unit 180.

[0028] The operation reception unit 130 has a mechanism for receiving an input operation from a user in response to the control of the control unit 180. Specifically, the operation reception unit 130 includes a keyboard 131 and a mouse 132. Note that the operation reception unit 130 may be configured as a touch screen that detects the position of the user's contact with the touch panel, for example, by using a capacitive touch panel.

[0029] The keyboard 131 accepts input operations by the user of the terminal device 10. The keyboard 131 is a device for inputting characters, and outputs input character information to the control unit 180 as an input signal.

[0030] The mouse 132 accepts input operations by the user of the terminal device 10. The mouse 132 is a pointing device for selecting an object displayed on the display 150, and outputs position information of an object selected on the screen and information indicating that a button has been pressed to the control unit 180 as input signals.

[0031] The audio processing unit 140 modulates and demodulates an audio signal under the control of the control unit 180. The audio processing unit 140 modulates a signal provided from the microphone 141 and provides the modulated signal to the control unit 180. The audio processing unit 140 also provides the audio signal to the speaker 142. The audio processing unit 140 is realized by, for example, a processor for audio processing. The microphone 141 accepts audio input and provides an audio signal corresponding to the audio input to the audio processing unit 140. The speaker 142 converts the audio signal provided from the audio processing unit 140 into audio and outputs the audio to the outside of the terminal device 10.

[0032] Display 150 displays data such as images, videos, and text under the control of control unit 180. Display 150 is realized by, for example, an LCD (Liquid Crystal Display) or an organic EL (Electro-Luminescence) display.

[0033] Camera 160 is a device that receives light with a light receiving element and outputs the light as a captured image in accordance with the control of control unit 180. Camera 160 may be configured with an imaging device such as a digital camera or a video camera.

[0034] Storage unit 170 is configured with memory 15, such as a flash memory, and storage unit 16, and stores data and programs used by terminal device 10. In one aspect, storage unit 170 stores user information 171.

[0035] The user information 171 is information about a user who uses the terminal device 10 to input and refer to information on the budget and results of a project, which is a function of the project management system 1, and manages the progress status of the project. The user information includes information for identifying the user (user ID), the name or title of the business operator or person in charge, and the like.

[0036] The control unit 180 is constituted by, for example, the processor 19, and controls the operation of the terminal device 10 by reading a program stored in the storage unit 170 and executing instructions included in the program. The control unit 180 fulfills the functions of an input operation receiving unit 181, a transmission / reception unit 182, a notification control unit 183, and a data processing unit 184 by operating in accordance with a program (not shown) that is an application that is stored in advance in the storage unit 170 of the terminal device 10 and installed, for example.

[0037] The input operation receiving unit 181 performs processing for receiving input operations by a user via an input device such as the keyboard 131 .

[0038] The transmission / reception unit 182 performs processing for the terminal device 10 to transmit and receive data to and from an external device such as the server 20 in accordance with a communication protocol.

[0039] The notification control unit 183 performs a process of presenting information to the user. The notification control unit 183 performs a process of causing the display 150 to display a display image, a process of causing the speaker 142 to output a sound, and the like.

[0040] The data processing unit 184 performs calculations on the data that the terminal device 10 accepts as input in accordance with a program, and outputs the calculation results to a memory or the like.

[0041] <1.2 Functional configuration of server 20> Fig. 3 is a block diagram showing a functional configuration of the server 20 in Fig. 1. As shown in Fig. 3, the server 20 fulfills the functions of a communication unit 201, a storage unit 202, and a control unit 203.

[0042] The communication unit 201 performs processing for the server 20 to communicate with external devices.

[0043] The storage unit 202 is composed of, for example, a memory 25 and a storage 26, and stores data and programs used by the server 20. The storage unit 202 stores a user database 2021, a project budget database 2022, a project performance database 2023, and the like.

[0044] The user database 2021 is a database for holding various information of users who input and refer to information on the budget and results of a project and manage the progress of the project, which is a function of the project management system 1. Details will be described later.

[0045] The project budget database 2022 is a database for holding information about projects input by a user of the project management system 1. The project budget database 2022 also stores information about the budget of a project, which is included in the information about the project. Details will be described later.

[0046] The project performance database 2023 is a database for holding information on performance against budgets related to projects, which is input by a user of the project management system 1. Details will be described later.

[0047] The control unit 203 performs functions indicated in various modules, such as a receiving control module 2031, a transmitting control module 2032, a project information receiving module 2033, a project attribute determination module 2034, a project performance information receiving module 2035, a forecast / actual presentation module 2036, a selection receiving module 2037, a detailed information presentation module 2038, and a budget creation module 2039, by the processor 29 of the server 20 performing processing according to a program.

[0048] The reception control module 2031 controls the process in which the server 20 receives a signal from an external device in accordance with a communication protocol.

[0049] The transmission control module 2032 controls the process in which the server 20 transmits signals to external devices in accordance with a communication protocol.

[0050] The project information reception module 2033 controls the process of receiving information about a project, including budget information about a project related to a business, from a user who is an employee of a business company or a sole proprietor, etc. The project-related information received by the project information reception module 2033 includes, for example, the following: ·Project owner (the company or individual business owner carrying out the project) ·Project-related process · number of days · man-hours ·Project budget Personnel working on the project Materials and equipment used in the project In addition, the project information receiving module 2033 may acquire any information related to the project, such as the source of the project request, the location of the project work, and the like.

[0051] For example, the terminal device 10 accepts input of project-related information from a user through processing by the input operation acceptance unit 181. When the user inputs the project-related information, the terminal device 10 transmits the project-related information input by the user via the transmission / reception unit 182. The project information acceptance module 2033 receives and accepts the project-related information input by the user via the communication unit 201.

[0052] The project information reception module 2033 stores the received project-related information in the project budget database 2022 .

[0053] The project attribute determination module 2034 controls the process of determining project attributes based on the information about the project received by the project information reception module 2033. The project attributes determined by the project attribute determination module 2034 include, for example, information including the industry of the company that executes the project, and the division, department, and segment within the company.

[0054] The project performance information receiving module 2035 controls the process of receiving information on performance against the budget of a project related to a business from users who are employees of a business enterprise or individual business owners, etc. The project performance information receiving module 2035 may acquire information on performance against the budget of a project as well as information on the process, number of days, and man-hours related to the project.

[0055] For example, the terminal device 10 accepts input of information on actual results against the project budget from a user through processing by the input operation acceptance unit 181. When the user inputs the information on actual results against the project budget, the terminal device 10 transmits the information on actual results against the project budget entered by the user via the transmission / reception unit 182. The project actual results information acceptance module 2035 receives and accepts the information on actual results against the project budget entered by the user via the communication unit 201.

[0056] The project performance information receiving module 2035 stores the received information on the performance of the project against the budget in the project performance database 2023.

[0057] The budget / actual presentation module 2036 controls a process of presenting to a user, in a comparative manner, information on the project budget received by the project information receiving module 2033 and information on the project performance received by the project performance information receiving module 2035. At this time, the budget / actual presentation module 2036 presents information on the project budget and performance (budget / actual information) to a user based on accounting system information (first accounting system information) determined according to the attributes of the project, as determined by the project attribute determination module 2034.

[0058] Here, the accounting system information determined according to the attributes of the project is an accounting system expressed in items that are intuitively easy to understand, for example, based on the user's industry, the job type of the user in charge of the project, work experience, etc. This accounting system information is different from the accounting system expressed by accounting professionals and used in financial management.

[0059] In addition, the budget / actual presentation module 2036 presents the project's budget and performance information (budget / actual information) to the user based on account system information (second account system information) expressed by an accounting professional and used in financial management.

[0060] The budget / actual presentation module 2036 transmits information on the budget and actual results of the project to the terminal device 10 via the communication unit 201. The terminal device 10 receives the information on the budget and actual results of the project via the transmission / reception unit 182, and displays the information on the budget and actual results of the project on the display 150 through processing by the notification control unit 183, and presents it to the user related to the project.

[0061] The selection receiving module 2037 controls the process of receiving an input operation for selecting whether or not to use the information on the budget and actual results of the project based on the accounting system information (second accounting system information) used in financial management, which is presented by the budget / actual presentation module 2036. For example, the terminal device 10 receives an input from the user selecting whether or not to use the second accounting system information through the process of the input operation receiving unit 181. The terminal device 10 transmits the user selection information via the transmitting / receiving unit 182. When the selection receiving module 2037 receives and accepts the user selection information via the communication unit 201, it controls whether or not to present based on the second accounting system information, depending on the selection accepted from the user.

[0062] Furthermore, the selection receiving module 2037 controls the process of receiving an input operation for selecting an item presented as information on the budget and actual results of the project presented by the budget / actual presentation module 2036. For example, the terminal device 10 receives an input for selecting an item from the user through processing by the input operation receiving unit 181. The terminal device 10 transmits the information selected by the user via the transmitting / receiving unit 182. The selection receiving module 2037 receives and accepts the information selected by the user via the communication unit 201.

[0063] The detailed information presentation module 2038 controls a process of presenting detailed information of an item selected by the user to the user in response to input information for selecting the item received by the selection receiving module 2037. The detailed information presentation module 2038 presents to the user detailed information such as a breakdown and time series trends for an item selected by the user among items in the information on the budget and actual results of the project, for example. At this time, the detailed information presentation module 2038 may present to the user the item selected by the user and the detailed information in parallel.

[0064] The detailed information presentation module 2038 transmits detailed information of the item selected by the user to the terminal device 10 via the communication unit 201. The terminal device 10 receives the detailed information of the item selected by the user via the transmission / reception unit 182, and displays the detailed information of the item selected by the user on the display 150 through processing by the notification control unit 183, thereby presenting the detailed information to the user related to the project.

[0065] The budget creation module 2039 controls the process of creating information on the budget of a future project based on the information on the results of the project received by the project results information receiving module 2035. The budget creation module 2039 creates the budget of the project for the next specified period based on the budget and results information of the project for a specified period (e.g., three months). At this time, the budget creation module 2039 may receive additional information on the information on the results of the project and create the budget of the project based on the additional information. The additional information is, for example, information on the period for which the budget is to be created, and information on the steps, number of days, and man-hours related to the project, and specifically, values ​​that express differences from the period of the results that is the basis, and information to be considered as an increase or decrease, a magnification, etc.

[0066] The budget creation module 2039 may modify information on the budget of a project that has already been created, based on information on the performance of the project and additional information on the performance of the project.

[0067] Furthermore, the budget creation module 2039 transmits budget information of the created project to the terminal device 10 via the communication unit 201. The terminal device 10 receives the budget information of the created project via the transmission / reception unit 182, and displays the budget information of the created project on the display 150 through processing by the notification control unit 183, to present the information to the user related to the project.

[0068] <2 Data Structure> Hereinafter, the data structures referenced by the project management system 1 will be described with reference to Fig. 4 to Fig. 6. Fig. 4 is a diagram showing an example of the data structure of the user database 2021 in Fig. 3. Fig. 5 is a diagram showing an example of the data structure of the project budget database 2022 in Fig. 3. Fig. 6 is a diagram showing an example of the data structure of the project performance database 2023 in Fig. 3.

[0069] As shown in FIG. 4, each record of the user database 2021 includes an item "user ID", an item "affiliation", an item "name", an item "attribute information", and the like.

[0070] The item "user ID" is information for identifying each user who inputs and refers to information on the budget and results of a project, which is a function of the project management system 1, and manages the progress of the project.

[0071] The item "affiliation" is information indicating the name of an organization, such as a company, to which the user of the project management system 1 belongs, and for example, a corporate name or the like is stored.

[0072] The item “Name” is information indicating the name of an individual user of the project management system 1.

[0073] The item "attribute information" is information managed by the project management system 1, including the industry of the company that executes the project, and the division, department, and segment within the company.

[0074] The various pieces of user information stored in the user database 2021 are, for example, registration information that the server 20 receives upon user registration.

[0075] As shown in FIG. 5, each record of the project budget database 2022 includes an item "project ID", an item "project attribute", an item "project detail information", and the like.

[0076] The item “project ID” is information for identifying each project related to a task that is to be managed by the project management system 1.

[0077] The item "project attributes" is information indicating information about the company or organization that executes the project to be managed by the project management system 1, and attributes of the division, department, segment, etc. within the company.

[0078] The item "detailed project information" is management information regarding a project managed by the project management system 1, and specifically includes an item "process ID", an item "process name", an item "estimated man-hours", an item "budget", etc.

[0079] The item “process ID” is information for identifying each process in a project managed by the project management system 1.

[0080] The item “process name” is information indicating the name of a process in a project managed by the project management system 1.

[0081] The item "Estimated Man-hours" is information indicating the man-hours estimated for each process in a project managed by the project management system 1. Man-hours is a numerical value indicating, for example, the period (e.g., the number of months) required if the process is performed by one person, and is shown in "man-months".

[0082] The item "Budget" is the estimated budget amount for each process in a project managed by the project management system 1, and is information showing, for example, an amount calculated from the labor hours in the item "Estimated Labor Hours" and the costs of materials, etc.

[0083] The project information reception module 2033 of the server 20 adds a record to the project budget database 2022 as the project information is received from the user.

[0084] As shown in FIG. 6, each record of the project performance database 2023 includes an item "project ID", an item "belonging project attribute", an item "project detail information", and the like.

[0085] The item “project ID” is information for identifying each business-related project that is managed by the project management system 1, and corresponds to the item “project ID” of the project budget database 2022.

[0086] The item “Affiliated Project Attributes” is information indicating the information of the company or organization that carries out the project that is managed by the project management system 1, and the attributes of the department, division, segment, etc. within the company, and corresponds to the item “Affiliated Project Attributes” in the project budget database 2022.

[0087] The item "detailed project information" is management information related to a project managed by the project management system 1, and specifically includes an item "process ID", an item "process name", an item "budget", an item "actual results", and the like.

[0088] The item “process ID” is information for identifying each process in a project managed by the project management system 1, and corresponds to the item “process ID” of the project budget database 2022.

[0089] The item “process name” is information indicating the name of a process in a project managed by the project management system 1, and corresponds to the item “process name” of the project budget database 2022.

[0090] The item “Budget” is the estimated budget amount for each process in a project managed by the project management system 1, and corresponds to the item “Budget” in the project budget database 2022.

[0091] The item "Results" is the actual amount against the budget estimated for each process in the project managed by the project management system 1, and is information indicating the amount actually consumed in the process.

[0092] The project performance information receiving module 2035 of the server 20 adds a record to the project budget database 2022 as the project performance information receiving module 2035 receives information about the project from the user.

[0093] <3 operations> Hereinafter, the project budget / actual display process and project budget creation process performed by the project management system 1 in the first embodiment will be described with reference to FIGS.

[0094] FIG. 7 is a flowchart showing an example of a flow of a project forecast / actual display process performed by the project management system 1.

[0095] In step S111, the input operation receiving unit 181 of the terminal device 10 receives an operation to input information about a project, including budget information about the project related to the business, from a user who is an employee of a business enterprise or a sole proprietor, etc. The transmitting / receiving unit 182 transmits the received information about the project and the user information 171 to the server 20.

[0096] In step S121, the project information receiving module 2033 of the server 20 receives the information related to the project and the user information 171 transmitted in step S111 via the communication unit 201. Also in step S121, the project information receiving module 2033 of the server 20 stores the received information related to the project in the project budget database 2022.

[0097] In step S122, the project attribute determination module 2034 of the server 20 determines project attributes based on the information about the project received in step S121. In step S122, for example, the industry of the company that carries out the project, the division, department, segment, etc. within the company are determined as project attributes.

[0098] In step S113, the input operation receiving unit 181 of the terminal device 10 receives an operation to input information on actual results against the budget of a project related to the business from a user who is an employee of a business enterprise or a sole proprietor, etc. The transmitting / receiving unit 182 transmits the received information on actual results against the budget of the project and the user information 171 to the server 20.

[0099] In step S123, the project performance information receiving module 2035 of the server 20 receives the information on the performance of the project against the budget transmitted in step S113 and the user information 171 via the communication unit 201. Also, in step S123, the project performance information receiving module 2035 of the server 20 stores and memorizes the received information on the performance of the project against the budget in the project performance database 2023.

[0100] In step S124, the budget / actual presentation module 2036 of the server 20 transmits, to the terminal device 10 via the communication unit 201, the information on the project budget received in step S121 and the information on the project results received in step S123.

[0101] In step S114, the transmitting / receiving unit 182 of the terminal device 10 receives the information on the budget and actual results of the project. The notification control unit 183 displays the information on the budget and actual results of the project on the display 150, and presents it to the user related to the project.

[0102] As described above, the project management system 1 accepts information about a project, including budget information about the project related to the business, from a user, and accepts information about actual results against the budget of the project related to the business. Based on the information about the project, the project attributes are determined, and budget information about the user's project and actual results against this budget are presented to the user so that they can be compared. At this time, the project budget and actual results information are presented to the user so that they can be compared based on first accounting system information determined according to the project attributes. This allows the project manager to grasp the project budget and actual results information. This makes it possible to support the smooth execution of the project.

[0103] FIG. 8 is a flowchart showing an example of a flow of a project budget creation process performed by the project management system 1.

[0104] In step S221, the budget creation module 2039 of the server 20 creates information on the future budget of the project based on the information on the results of the project received in step S123.

[0105] In step S222, the budget creation module 2039 of the server 20 transmits information on the budget of the future project created in step S221 to the terminal device 10 via the communication unit 201.

[0106] In step S212, the transmitting / receiving unit 182 of the terminal device 10 receives the information on the budget of the future project. The notification control unit 183 causes the display 150 to display the information on the budget of the future project, and presents it to the user related to the project.

[0107] As described above, the project management system 1 creates future project budget information based on the project performance information received from the user and presents it to the user. Therefore, by creating new budget information, the project manager can grasp the new budget.

[0108] <Summary> As described above, according to this embodiment, information about a project including budget information of the project related to the business is received from a user, and information about actual results against the budget of the project related to the business is also received. Based on the information about the project, the attributes of the project are determined, and budget information of the user's project and actual results information against this budget are presented to the user so that they can be compared. At this time, the budget and actual results information of the project are presented to the user so that they can be compared based on first accounting system information determined according to the project attributes. This makes it possible for the project manager to grasp the budget and actual results information of the project. This makes it possible to support the smooth execution of the project.

[0109] Furthermore, according to this embodiment, future project budget information is created based on the project performance information received from the user and is presented to the user. Therefore, by creating new budget information, the project manager can grasp the new budget.

[0110] Although the disclosed embodiments have been described above, they can be implemented in various other forms and can be implemented with various omissions, substitutions, and modifications. These embodiments and modifications, as well as omissions, substitutions, and modifications, are included in the technical scope of the claims and their equivalents.

[0111] <Additional Notes> The matters described in the above embodiments will be supplemented below.

[0112] (Supplementary Note 1) A program for managing a budget related to a user's business when executed by a computer having a processor 29 and a memory 25, the program causes the processor 29 to execute the following steps: accepting information about the project including budget information about the project related to the business from the user (S121); determining project attributes based on the information about the project (S122); accepting information about actual results against the budget of the project related to the business from the user (S123); presenting the project budget information and project actual results information to the user in a comparable manner based on accounting system information defined according to the project attributes (S124); and creating budget information for future projects based on the project actual results information (S221).

[0113] (Appendix 2) The program described in (Appendix 1) further executes a step of receiving an input operation from a user to input additional information for the project's performance information, and in a step of creating project budget information, creates future budget information for the project based on the project's performance information and the additional information received from the user.

[0114] (Appendix 3) A program as described in (Appendix 2), in which in a step of creating project budget information, the program modifies already created project budget information based on information on the project's actual performance and additional information received from the user.

[0115] (Appendix 4) The program described in any of (Appendix 1) to (Appendix 3) further executes the steps of: accepting an input operation from a user to select an item presented as project budget information or project performance information; and presenting to the user detailed information of the item selected by the user in accordance with the selection accepted from the user.

[0116] (Appendix 5) The program according to (Appendix 4), wherein in the step of presenting detailed information of items to the user, the items selected by the user and detailed information of the items selected by the user are presented to the user in parallel.

[0117] (Supplementary Note 6) An information processing device comprising a control unit 203 and a memory (storage unit 202) for managing a budget related to a user's business, wherein the control unit 203 executes the steps of: receiving information related to the project from the user, including budget information of the project related to the business (S121); determining project attributes based on the information related to the project (S122); receiving information on actual results against the budget of the project related to the business from the user (S123); presenting the project budget information and project actual results information to the user in a comparable manner based on accounting system information defined according to the project attributes (S124); and creating budget information for future projects based on the project actual results information (S221).

[0118] (Supplementary Note 7) A method for managing commercial transactions related to a user, executed by a computer having a processor 29 and a memory 25, in which the processor 29 executes the following steps: accepting information about a project including budget information for a business project from the user (S121); determining project attributes based on the information about the project (S122); accepting information about actual results against the budget for the business project from the user (S123); presenting the project budget information and project actual results information to the user in a comparable manner based on accounting system information defined according to the project attributes (S124); and creating budget information for future projects based on the project actual results information (S221). [Explanation of symbols]

[0119] 1: Project management system 10: Terminal device 10A: Terminal device 10B: Terminal device 13: Input device 14: Output device 15: Memory 16: Storage section 19: Processor 20: Server 25: Memory 26: Storage 29: Processor 80: Network 81: Wireless base station 82: Wireless LAN router 111: Antenna 112: Antenna 121: First wireless communication unit 122: Second wireless communication unit 130: Operation reception section 131: Keyboard 132: Mouse 140: Audio processing unit 141: Mike 142: Speaker 150: Display 160: Camera 170: Storage section 171: User information 180: Control section 181: Input operation reception section 182: Transmitter / receiver 183: Notification control section 184: Data processing section 201: Communications Department 202: Storage section 203: Control section 1031 : Window 1031a: Template data display screen 1031b: User display column 1031c: Category display column 1031d: Data display column 1031e: Description 2021: Template Database 2022: Trade Database 2031: Receiving control module 2032: Transmission control module 2033: Transaction data reception module 2034: Template extraction module 2035: User presentation module 2036: Template selection reception module 2037: Template editing reception module 2038: Template publishing module

Claims

1. A program for managing a budget related to a user's business, the program being executed by a computer having a processor and a memory, The program causes the processor to: receiving information about the project, including budget information about the project, from the user; determining attributes of the project based on information about the project; receiving information on actual results against a budget for a project related to the business from the user; presenting to the user budget information and actual performance information of the project in a manner that allows comparison based on accounting system information determined according to attributes of the project; creating future budget information for the project based on information on the results of the project.

2. The program further comprises: receiving an input operation from the user for inputting additional information to the information on the results of the project; 2. The program according to claim 1, wherein in the step of creating said project budget information, future budget information for said project is created based on information on the results of said project and additional information received from said user.

3. 3. The program according to claim 2, wherein in the step of creating the budget information of the project, the already created budget information of the project is revised based on the information of the actual results of the project and additional information received from the user.

4. The program further comprises: receiving an input operation from the user to select an item presented as information on the budget of the project or information on the results of the project; 4. The program according to claim 1, further comprising: a step of presenting to the user, in response to the selection received from the user, detailed information of the item selected by the user.

5. 5. The program according to claim 4, wherein in the step of presenting the detailed information of the item to the user, the item selected by the user and the detailed information of the item selected by the user are presented to the user in parallel.

6. An information processing device that includes a control unit and a memory, and that manages a budget related to a user's business, The control unit is receiving information about the project, including budget information about the project, from the user; determining attributes of the project based on information about the project; receiving information on actual results against a budget for a project related to the business from the user; presenting to the user budget information and actual performance information of the project in a manner that allows comparison based on accounting system information determined according to attributes of the project; and creating future budget information for the project based on information on the results of the project.

7. A method for managing a budget related to a user's business, the method being executed by a computer having a processor and a memory, the method comprising: The method further comprises the processor: receiving information about the project, including budget information about the project, from the user; determining attributes of the project based on information about the project; receiving information on actual results against a budget for a project related to the business from the user; presenting to the user budget information and actual performance information of the project in a manner that allows comparison based on accounting system information determined according to attributes of the project; generating future budget information for the project based on information on performance of the project.

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