Cost input management apparatus, method, and program

The cost input management device and method address the issue of uncontrolled cost input timing in project management systems by implementing a control unit that manages project data and updates work request status, ensuring costs are only input after project approval, thus enhancing efficiency and preventing unnecessary expenses.

JP2025070415APending Publication Date: 2025-05-02OBIC CO LTD
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Patent Information

Application Number
JP2023180713
Authority / Receiving Office
JP · JP
Patent Type
Applications
Current Assignee / Owner
Filing Date
2023-10-20
Publication Date
2025-05-02

AI Technical Summary

Technical Problem

Existing project management systems do not effectively control the timing of cost input for projects, leading to potential mismanagement and inefficiencies.

Method used

A cost input management device and method that includes a control unit with registration, work acceptance input, and expense input control means, which allows cost input only after project approval and updates the work request status to enable or prohibit cost input.

Benefits of technology

This solution enables appropriate control over the timing of cost input for projects, ensuring that costs are only incurred after project approval, thereby enhancing project management efficiency and preventing unnecessary expenses.

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Abstract

To appropriately control the timing of cost inputs to a project.SOLUTION: A cost input management apparatus according to an embodiment is provided with: registration means for, in response to operation by a sales representative, preparing job data including a project, a job, and a department in charge of the job, a work acceptance date of "NULL", and a work request status specifying the work that is being requested and registering the data in a storage area; work acceptance input means for designating a work acceptance date for target job data registered in the storage area in response to operation of a manager and updating the work request status to the one that has been accepted; and cost input control means for prohibiting the cost input for a job of a project of the job data in which the work request status is being requested while permitting the cost input for the job of the project of the job data whose work request status has been accepted.SELECTED DRAWING: Figure 1
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Description

[Technical field]

[0001] The present invention relates to an expense investment management device, an expense investment management method, and an expense investment management program. [Background technology]

[0002] For example, a conventional system for managing projects is disclosed in Patent Document 1. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] JP 2017-182407 A Summary of the Invention [Problem to be solved by the invention]

[0004] However, Patent Document 1 does not state anything about optimally controlling the timing of inputting expenses (costs) into a project.

[0005] The present invention has been made in consideration of the above, and aims to provide an expense investment management device, an expense investment management method, and an expense investment management program that are capable of appropriately controlling the timing of expense investment into a project. [Means for solving the problem]

[0006] In order to solve the above-mentioned problems and achieve the object, the present invention provides an expense input management device equipped with a control unit, which is characterized by comprising: a registration means for creating job data including a project, a job, a job department, a work acceptance date of "NULL", and a work request status specifying "requested" in response to an operation by a sales representative, and registering the job data in a memory area; a work acceptance input means for specifying a work acceptance date for the target job data registered in the memory area in response to an operation by a manager, and updating the work request status to "accepted"; and an expense input control means for prohibiting expense input for jobs of a project of job data whose work request status is "requested" and allowing expense input for jobs of a project of job data whose work request status is "accepted."

[0007] In addition, according to one aspect of the present invention, the control unit may further include an expense input means for creating expense input data including expenses for a job of a project for which expense input has been permitted by the expense input control means in response to operation by an engineer, and registering the data in the memory area.

[0008] According to another aspect of the present invention, the control unit may further include a cost calculation means for tallying up expenses and calculating a cost amount for each job of a project based on the expense input data registered in the storage means.

[0009] According to another aspect of the present invention, the job may include a job related to labor costs or a job related to material costs.

[0010] According to another aspect of the present invention, the expense input data may include daily report data, order data, purchase data, sales data, budget data, or settlement application data.

[0011] In addition, in order to solve the above-mentioned problems and achieve the object, the present invention provides an expense input management method executed by an information processing device equipped with a control unit, comprising: a registration process executed in the control unit for creating job data including a project, a job, a job department, a work acceptance date of "NULL", and a work request status specifying "requested" in response to an operation of a sales representative, and registering the job data in a memory area; a work acceptance input process for specifying a work acceptance date for the target job data registered in the memory area in response to an operation of a manager, and updating the work request status to "accepted"; and an expense input control process for prohibiting expense input for jobs of a project of job data whose work request status is "requested" and allowing expense input for jobs of a project of job data whose work request status is "accepted."

[0012] In addition, in order to solve the above-mentioned problems and achieve the object, the present invention is an expense investment management program to be executed by an information processing device equipped with a control unit, which is characterized in that the control unit executes the following steps: a registration process for creating job data including a project, a job, a department in charge of the job, a work acceptance date of "NULL", and a work request status specifying "requested" in response to an operation of a sales representative, and registering the job data in a memory area; a work acceptance input process for specifying a work acceptance date for the target job data registered in the memory area in response to an operation of a manager, and updating the work request status to "accepted"; and an expense investment control process for prohibiting the investment of expenses for jobs of a project of job data whose work request status is "requested" and allowing the investment of expenses for jobs of a project of job data whose work request status is "accepted." Effect of the Invention

[0013] The present invention provides an advantage in that it is possible to appropriately control the timing of investment in a project. [Brief description of the drawings]

[0014] [Figure 1]FIG. 1 is a block diagram showing an example of an expense input management device according to the present embodiment. [Diagram 2] FIG. 2 is a diagram showing an example of the configuration of the employee unit price master. [Diagram 3] FIG. 3 is a flowchart for explaining an outline of the overall process flow of the control unit of the expense input management device. [Figure 4] FIG. 4 is a diagram for explaining a specific example of the process of the control unit of the expense input management device. [Diagram 5] FIG. 5 is a diagram for explaining a specific example of the process of the control unit of the expense input management device. [Figure 6] FIG. 6 is a diagram for explaining a specific example of the process of the control unit of the expense input management device. [Figure 7] FIG. 7 is a diagram for explaining a specific example of the process of the control unit of the expense input management device. [Figure 8] FIG. 8 is a diagram for explaining a specific example of the process of the control unit of the expense input management device. [Figure 9] FIG. 9 is a diagram for explaining a specific example of the process of the control unit of the expense input management device. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0015] The embodiments of the present invention will be described in detail with reference to the drawings. Note that the present invention is not limited to the embodiments. In addition, the present specification and claims incorporate publicly known and well-known technologies by reference (incorporation), and descriptions of the publicly known and well-known technologies may be omitted.

[0016] [1. Overview] For example, in the IT industry, projects are often divided into a sales team, a project manager (hereafter referred to as "PM"), and other members. Before the project begins, a profit management framework (WBS: Work Breakdown Structure) must be created and a project plan must be made and publicly known in advance, but this is still in the planning stage, and changes may occur before the project starts, and there are also cases where costs should not be incurred.

[0017] In this embodiment, after the project framework is created, approval is requested (announced) from the PM, and the timing of injecting expenses into the project is appropriately controlled by controlling the timing so that actual expenses (cost) cannot be injected unless the PM gives the final OK.

[0018] In a project management business model, it is important to plan a project early, and in this embodiment, the project plan can be disclosed early, and the timing of cost input can be controlled correctly. Also, in this embodiment, a communication process is provided in which the sales department requests (discloses) the project, and the PM accepts the work, so that, for example, the project can be refined through communication between the sales department and the PM, allowing enough time to be allocated to advance preparation of the project, and work efficiency can be improved (leveled).

[0019] The expense input management device according to this embodiment is widely applicable to industries such as IT media, which conducts business on a project management basis.

[0020] [2. Configuration] An example of the configuration of the expense input management device according to the present embodiment will be described with reference to the drawings.

[0021] 1 is a block diagram showing an example of an expense investment management device according to the present embodiment. The expense investment management device 100 is a workstation, a commercially available desktop personal computer, or the like.

[0022] The expense investment management device 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. The units included in the expense investment management device 100 are connected to each other so as to be able to communicate with each other via any communication path.

[0023] The communication interface unit 104 connects the expense investment management device 100 to the network 300 so as to be able to communicate with each other through a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with other devices through a communication line. Here, the network 300 has a function of connecting the expense investment management device 100 to the server 200 and the terminals... so as to be able to communicate with each other, and is, for example, the Internet or a LAN (Local Area Network). As a result, the communication interface unit 104 is configured to be able to communicate data with the terminals 400... and the server 200 through the network 300. The terminals 400... are, for example, the terminals of the sales department staff, the PM's terminals, the terminals of the technical department engineers, etc. The expense investment management device 100 and the terminals 400... are configured to be able to communicate data with each other through the network 300.

[0024] An input device 112 and an output device 114 are connected to the input / output interface unit 108. The output device 114 may be a monitor (including a home television), a speaker, or a printer. The input device 112 may be a keyboard, a mouse, a microphone, or a monitor that cooperates with a mouse to realize a pointing device function. In the following, the output device 114 may be referred to as the monitor 114, and the input device 112 may be referred to as the keyboard 112 or the mouse 112.

[0025] Various databases, tables, files, etc. are stored in the storage unit (storage area) 106. Computer programs for cooperating with an OS (Operating System) to give instructions to a CPU (Central Processing Unit) to perform various processes are recorded in the storage unit 106. For example, memory devices such as RAM (Random Access Memory) and ROM (Read Only Memory), fixed disk devices such as hard disks, flexible disks, optical disks, etc. can be used as the storage unit 106.

[0026] The storage unit 106 also stores employee unit price master data 106a, project data, contract details data, sales forecast data, job data, expense input data (e.g., daily report data, order data, purchase data, sales data, budget data, settlement application data, etc.), cost data, etc. Fig. 2 is a diagram showing an example of the configuration of the employee unit price master data 106a.

[0027] The employee unit price master 106a can be configured as a table in which employees and unit prices (per hour) are associated and registered, as shown in Fig. 2. In the example shown in the figure, the first line has the employee "Taro Tanaka" and the unit price (per hour) "5000 yen."

[0028] The project data may include the project (project number and / or project name).

[0029] The contract detail data may include the project (project number and / or project name) and contract information (contract detail number and / or contract detail name).

[0030] The projected sales data may include project (project number and / or project name), contract information (contract detail number and / or contract detail name), projected sales number, and projected sales amount.

[0031] Job data may include project (project number and / or project name), contract information (contract detail number and / or contract detail name), projected sales number, job (job number and / or job name), department in charge of job, work acceptance date, and work request status. "Work request status" indicates the status of the work request, and is set to "0 (requesting)" or "1 (accepted)." In the case of "0 (requesting)," the input of funds is prohibited (held), and in the case of "1 (accepted)," the input of funds is permitted.

[0032] The expense input data is data for inputting expenses into a job of a project of the job data, and includes, for example, daily report data, order data, purchase data, sales data, budget data, settlement application data, etc. For example, the daily report data may include employees, work dates, projects (project numbers and / or project names), contract information (contract detail numbers and / or contract detail names), projected sales numbers, jobs (job numbers and / or job names), and work hours.

[0033] The cost data may include project (project number and / or project name), contract information (contract detail number and / or contract detail name), sales forecast number, job (job number and / or job name), item, and cost amount.

[0034] Returning to Fig. 1, the control unit 102 is a CPU or the like that comprehensively controls the expense input management device 100. The control unit 102 has an internal memory for storing control programs such as an OS, programs that define various processing procedures, required data, and the like, and executes various information processing based on these stored programs.

[0035] The control unit 102 is configured to be able to access the employee unit price master 106a, project data, contract details data, projected sales data, job data, expense input data (daily report data, order data, purchase data, sales data, budget data, settlement application data, etc.), cost data, etc., stored in the memory unit 106. Note that the employee unit price master 106a, project data, contract details data, projected sales data, job data, expense input data (daily report data, order data, purchase data, sales data, budget data, settlement application data, etc.), cost data, etc. may be provided in another location (for example, server 200) as long as the control unit 102 is able to access them.

[0036] The control unit 102, in terms of functional concept, includes a project registration unit 102a, a contract detail registration unit 102b, an expense input control unit 102c, a work reception input unit 102d, an expense input unit 102e, a cost calculation unit 102f, a master maintenance unit 102g, and a screen display control unit 102h.

[0037] The project registration unit 102a, for example, provides a project registration screen in response to access from a sales representative's terminal 400, and inputs project data in response to operations performed by the sales representative on the project registration screen, and registers the project data in the memory unit 106.

[0038] The contract details registration unit 102b provides a contract details registration screen in response to access from the sales representative's terminal 400, for example, and creates contract details data, projected sales data, and job data including a project, a job, a department in charge of the job, a work acceptance date of "NULL", and a work request status specifying "on request" in response to operations on the contract details registration screen, and registers the data in the storage unit 106. The jobs may include jobs related to labor costs or jobs related to material costs.

[0039] The expense input control unit 102c controls the input of expenses, prohibiting the input of expenses for jobs of projects of job data whose work request status is "requesting", and permitting the input of expenses for jobs of projects of job data whose work request status is "accepted". Expense input can be performed by order input, purchase input, sales input, budget input, settlement application, etc.

[0040] The work acceptance input unit 102d provides a work acceptance input screen in response to access from the PM's terminal 400, for example, and in response to the PM's operation on the work acceptance input screen, sets a work acceptance date for job data registered in the storage unit 106 for which expense input is permitted, and updates the work request status to accepted. For jobs in projects of job data whose work request status is "accepted", expense input is permitted, and the PM can suitably control the timing of expense input.

[0041] The expense input unit 102e provides an expense input screen in response to, for example, access from the engineer's terminal 400, and inputs expense input data in response to the engineer's operation on the expense input screen, and registers the data in the storage unit 106. The expense input data includes, for example, daily report data, order data, purchase data, sales data, budget data, and settlement application data.

[0042] The cost calculation unit 102f creates cost data for each job of the project based on the expense input data registered in the storage unit 106, and registers the cost data in the storage unit 106.

[0043] The master maintenance section 102g is used to perform settings such as data input, addition, change, and update for the employee unit price master 106a in response to an operator's operation on a master maintenance screen (not shown).

[0044] The screen display control unit 102h controls the display of various screens (for example, a master maintenance screen, a project registration screen, a contract details screen, a work acceptance input screen, an expense input screen, etc.) displayed on the monitor 114 and the acceptance of inputs.

[0045] [3. Specific Examples] A specific example of the process of the control unit 102 of the expense input management device 100 according to the present embodiment will be described with reference to FIGS.

[0046] (3-1. Overall processing) 3 is a flowchart for explaining an outline of the overall processing flow of the control unit 102 of the expense investment management device 100. With reference to FIG. 3, an outline of the overall processing flow of the control unit 102 of the expense investment management device 100 will be explained.

[0047] The project registration unit 102a executes a project registration process (step S1). Specifically, in the project registration process, the project registration unit 102a provides a project registration screen in response to an access from the sales representative's terminal 400, and inputs project data in response to an operation of the sales representative on the project registration screen, and registers the project data in the storage unit 106. In this way, in the project registration process, a framework for the project is created.

[0048] The contract details registration unit 102b executes a contract details registration process (step S2). Specifically, in the contract details registration process, for example, in response to an access from the sales representative's terminal 400, A contract details registration screen is provided, and in response to operations by a sales representative on the contract details registration screen, contract details data, projected sales data, and job data including the project, job, department in charge of the job, a work acceptance date of "NULL", and a work request status specifying "on request" are created and registered in the memory unit 106.

[0049] The contract details registration unit 102b may also send the created contract details data, payment schedule data, and job data to the PM's terminal 400 to request approval of the job of the project. In the contract details registration process, job data, which is a box to which expenses are linked, is created in advance, and approval of the job of the project (approval of expense input) is requested from the PM.

[0050] The expense input control unit 102c controls the input of expenses, and prohibits the input of expenses for jobs of a project whose job data has a work request status of being requested. For example, the expense input control unit 102c controls so that the input and / or registration of expense input data for the job of the project cannot be performed on the expense input screen. Expenses can be input by order input, purchase input, sales input, budget input, settlement application, etc.

[0051] The work acceptance input unit 102d executes a work acceptance input process (step S3). Specifically, in the work acceptance input process, the work acceptance input unit 102d provides a work acceptance input screen in response to an access from the PM's terminal 400, and in response to an operation of the PM on the work acceptance input screen, sets a work acceptance date for the target job data registered in the storage unit 106, and updates the work request status to accepted.

[0052] The expense input control unit 102c permits expense input for a job of a project of job data whose work request status is accepted, and controls so that expense input data for the job of the project can be input and registered on the expense input screen.

[0053] The expense input unit 102e executes the expense input process (step S4). Specifically, in the expense input process, the expense input unit 102e provides an expense input screen in response to an access from the engineer's terminal 400, for example, and inputs expense input data in response to an operation by the engineer on the expense input screen, and registers the data in the storage unit 106. The engineer registers expenses for a job of a project for which permission has been granted. The expense input data is, for example, daily report data, order data, purchase data, sales data, budget data, and settlement application data.

[0054] The cost calculation unit 102f executes a cost calculation process (step S5). Specifically, in the cost calculation process, the cost calculation unit 102f creates cost data for each job of the project based on the expense input data registered in the storage unit 106, and registers the cost data in the storage unit 106.

[0055] (3-2. Sample data) A specific example of the process of the control unit 102 of the expense investment management device 100 will be described with reference to Fig. 4 to Fig. 9. Fig. 4 to Fig. 9 are diagrams for explaining a specific example of the process of the control unit 102 of the expense investment management device 100.

[0056] (S1: Project registration process) A specific example of the project registration process will be described with reference to Fig. 4. In the project registration process, project information is registered. For example, the project registration unit 102a provides a project registration screen in response to an access from the sales representative's terminal 400, and inputs project data in response to an operation by the sales representative on the project registration screen, and registers the project data in the storage unit 106.

[0057] 4A is a diagram showing an example of project data. The project data includes items such as project number and project name. In the example shown in the figure, the first line shows the project number "PJ0001" and the project name "System construction project."

[0058] (S2: Contract details registration process) A specific example of the contract details registration process will be described with reference to Fig. 4 and Fig. 5. The contract details registration process registers job data to which costs are linked and the department in charge of the job. Also, at this point, approval of the project job (permission to invest costs) is requested from the PM. The PM is, for example, the manager of the department in charge of the job.

[0059] The contract details registration unit 102b, for example, provides a contract details registration screen in response to access from the sales representative's terminal 400, and creates and registers in the memory unit 106 contract details data, projected sales data, and job data including the project number, contract details number, projected sales number, job name, department in charge of the job, a work acceptance date of "NULL", and a work request status specifying "on request" in response to operations by the sales representative on the contract details registration screen.

[0060] 4(B) is a diagram showing an example of contract specification data. The contract specification data has fields for project number, contract specification number, and contract specification name. In the example shown in the figure, the project number is "PJ0001", the contract specification number is "0001", and the contract specification name is "hardware purchase".

[0061] In Fig. 4(C), the sales forecast data may include a project number, a contract detail number, a sales forecast number, and a sales forecast amount. In the example shown in the figure, the project number is "PJ0001", the contract detail number is "0001", the sales forecast number is "URI001", and the sales forecast amount is "100000".

[0062] 4(D) is a diagram showing an example of job data. The job data includes fields for project number, contract details number, projected sales number, job number, job name, department in charge of the job, work acceptance date, and work request status (0 (requesting) or 1 (accepted)). In this case, since this is an application for permission to invest expenses, the work acceptance date is specified as "NULL" and the work request status is specified as "0 (requesting)."

[0063] In the example shown in the figure, the first line contains project number "PJ0001," contract detail number "0001," projected sales number "URI001," job number "JOB001," job name "design task (labor cost)," job department "job department A," work acceptance date "NULL," and work request status "0 (requested)." Because the work request status is "0 (requested)," the expense input control unit 102c controls (prohibits) the input of labor costs for job number "JOB001" of project number "PJ0001."

[0064] The second line contains the project number "PJ0001," contract detail number "0001," projected sales number "URI001," job number "JOB002," job name "Purchase task (material cost)," job department "Job department B," work acceptance date "NULL," and work request status "0 (requesting)." Because the work request status is "0 (requesting)," the expense input control unit 102c controls (prohibits) the input of material costs for job number "JOB002" of project number "PJ0001."

[0065] Fig. 5 shows the relationship between project number, contract detail number, expected sales number, and job number. In the example shown in the figure, job numbers "JOB001" and "JOB001" are linked to project number "PJ0001", contract detail number "0001", and expected sales number "URI001".

[0066] (S3: Work reception input processing) A specific example of the work acceptance input process will be described with reference to Figures 6 and 7. The work acceptance input unit 102d provides a work acceptance input screen in response to access from the PM's terminal 400, for example, and sets a work acceptance date for the target job data registered in the storage unit 106 in response to the PM's operation on the work acceptance input screen, and updates the work request status to accepted. In the work acceptance input process, the work acceptance date is entered into the job for which cost registration is to be permitted, and then registered.

[0067] 6 shows an example of job data after updating. In the example shown in the figure, for the job number "JOB001" of the project number "PJ0001" in the first row, the work acceptance date has been updated to "2023 / 9 / 6" and the work request status to "1 (accepted)". Since the work request status is "1 (accepted)", the cost input control unit 102c allows the input of labor costs for the job number "JOB002" of the project number "PJ0001".

[0068] Furthermore, the expense input control unit 102c controls (prohibits) the input of material expenses for the job number "JOB002" of the project number "PJ0001" since the work request status remains "0 (requesting)".

[0069] 7 is a diagram showing a schematic display example of a work reception input screen 500. In the work reception input screen (summary) 500, it is possible to confirm or change the work request status of job data. The work reception input screen 500 includes an extraction condition area 501 for specifying extraction conditions such as job department, PJNO-contract detail NO-job NO, and work reception status (requesting or accepted), a display button 502, an extraction result display area 503 in which data matching the extraction conditions is extracted from the job data registered in the storage unit 106 and displayed when the display button 502 is pressed, and a registration button 504 for updating the job data according to the specification in the extraction result display area 503.

[0070] In the extraction condition area 501, items with "blank" extraction conditions are treated as all specified. By selecting "Requested" in "Work acceptance status" and pressing the display button 502, tasks that have been requested (announced) to the PM can be displayed in the extraction result display area 503.

[0071] The extraction result display area 503 displays update target check boxes for selecting the update target, and columns for PJNO-contract detail NO-job NO, job name, department in charge of job, work acceptance date, and work acceptance status.

[0072] The Work Acceptance Status field shows the current status of the acceptance. The Work Acceptance Date field allows you to enter the date for the job for which you want to allow expenses to be added. Items other than the Work Acceptance Date and the Update Target checkbox cannot be edited.

[0073] Select the job data (row) you want to update using the update target checkbox and enter a date in the work acceptance date field. Pressing the register button 504 will update the work acceptance status of job data that has a check in the update target checkbox and a date in the work acceptance date field to "accepted." By clearing the date in the work acceptance date field and pressing the register button 504, the work acceptance status can be changed back to "requesting."

[0074] In the example shown in the figure, the PM specifies the work acceptance status of the extraction conditions as "accepted" and presses display button 502, causing the job data shown in FIG. 4(D) to be read out and displayed in the first and second lines of extraction result display area 503. The PM checks the update target checkbox for the first line, enters the date "9 / 6 / 2023" in the work acceptance date field, and presses register button 504, thereby updating the work acceptance date and work acceptance status of the job data in the first line, as shown in FIG. 6 above.

[0075] (S4: Expense input processing) A specific example of the expense input process will be described with reference to Fig. 8. For example, the expense input unit 102e provides an expense input screen (e.g., a daily report input screen) in response to access from the engineer's terminal 400, and inputs expense input data in response to the engineer's operation on the expense input screen, and registers the data in the storage unit 106. Here, a case where daily report data is input will be described as an example of expense input data.

[0076] FIG. 8(A) is a diagram showing an example of daily report data. Daily report data includes the following fields: employee, work date, project number, contract details number, expected sales number, job number, and work hours. As described above, labor costs for PJ0001 can be input, but material costs for PJ0001 cannot be input. In the example shown in the figure, the first line contains employee "Taro Tanaka", work date "2023 / 9 / 7", project number "PJ0001", contract details number "0001", expected sales number "URI001", job number "JOB001", and work date "8 hours".

[0077] 8B is a diagram showing an example of data in the employee unit price master 106a. The employee unit price master 106a has the fields of employee and unit price ( / hour). In the example shown in the figure, the first line has employee "Taro Tanaka" and unit price ( / hour) "5000 yen."

[0078] (S5: Cost accounting process) A specific example of the cost calculation process will be described with reference to FIG. 9. Based on the expense input data registered in the storage unit 106, cost data is created for each job of the project and registered in the storage unit 106. Here, the case of aggregating the daily report data of FIG. 8(B) will be described as an example. The cost calculation unit 102f aggregates the work time for each employee in the daily report data for each job of the project, acquires the unit price ( / hour) from the employee unit price master 106a using the employee as a key, calculates the cost amount (expense) for each employee (work time x acquired unit price ( / hour)), aggregates the cost amount for each employee, and creates cost data. That is, based on the daily report data, the daily report time treated as man-hours is aggregated for each employee and job to calculate the cost amount.

[0079] Fig. 9 is a diagram showing an example of cost data. The cost data has the following items: project number, contract detail number, expected sales number, job number, item, and cost amount. In the example shown in the figure, the project number is "PJ0001", contract detail number is "0001", expected sales number is "URI001", job number is "JOB001", item is "labor cost", and cost amount is "40,000 yen (= 5,000 yen x 8 hours)".

[0080] As described above, according to this embodiment, a contract details registration unit 102b creates job data including a project, a job, a department in charge of the job, a work acceptance date of "NULL", and a work request status specifying "on request" in response to an operation by a sales representative, and registers the job data in the storage unit 106; The system is equipped with a work acceptance input unit 102d that specifies the work acceptance date for the registered target job data in response to the PM's operation and updates the work request status to accepted, and an expense input control unit 102c that prohibits the input of expenses for project jobs of job data whose work request status is Requesting, and allows the input of expenses for project jobs of job data whose work request status is Accepted.After creating the project framework, approval is requested from the PM, and by controlling so that actual expenses (original cost) cannot be input unless the PM gives the final OK, it becomes possible to appropriately control the timing of expense input into the project.

[0081] [4. Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This embodiment can contribute to improving business efficiency and promoting appropriate management decisions by companies, thereby contributing to goals 8 and 9 of the SDGs.

[0082] Furthermore, this embodiment can contribute to reducing waste and promoting paperless and electronic systems, thereby contributing to the achievement of SDGs Goals 12, 13, and 15.

[0083] Furthermore, this embodiment can contribute to strengthening control and governance, making it possible to contribute to Goal 16 of the SDGs.

[0084] 5. Other embodiments The present invention may be embodied in various different embodiments other than those described above within the scope of the technical concept set forth in the claims.

[0085] For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically can be performed manually, or all or part of the processes described as being performed manually can be performed automatically using known methods.

[0086] In addition, the processing procedures, control procedures, specific names, registered data for each process, information including parameters such as search conditions, screen examples, and database configurations shown in this specification and drawings may be changed as desired unless otherwise specified.

[0087] Moreover, with regard to the expense input management device 100, each of the components shown in the figures is a functional concept, and it is not necessary for the device to be physically configured as shown in the figures.

[0088] For example, the processing functions of the expense investment management device 100, particularly the processing functions performed by the control unit, may be realized in whole or in part by a CPU and a program interpreted and executed by the CPU, or may be realized as hardware using wired logic. The program is recorded in a non-transient computer-readable recording medium containing programmed instructions for causing the information processing device to execute the processes described in this embodiment, and is mechanically read by the expense investment management device 100 as necessary. That is, a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit such as a ROM or HDD (Hard Disk Drive). This computer program is executed by being loaded into a RAM, and cooperates with the CPU to form a control unit.

[0089] In addition, this computer program may be stored in an application program server connected to the expense input management device 100 via any network, and it is also possible to download all or a part of it as necessary.

[0090] In addition, the program for executing the process described in this embodiment may be stored in a non-transient computer-readable recording medium, or may be configured as a program product. Here, the "recording medium" includes any "portable physical medium" such as a memory card, a Universal Serial Bus (USB) memory, a Secure Digital (SD) card, a flexible disk, a magneto-optical disk, a ROM, an Erasable Programmable Read Only Memory (EPROM), an Electrically Erasable and Programmable Read Only Memory (EEPROM (registered trademark)), a Compact Disk Read Only Memory (CD-ROM), a Magneto-Optical disk (MO), a Digital Versatile Disk (DVD), and a Blu-ray (registered trademark) Disc.

[0091] Moreover, a "program" is a data processing method written in any language or description method, and may be in any form, such as source code or binary code. Note that a "program" is not necessarily limited to a single configuration, but also includes a distributed configuration as multiple modules or libraries, and a program that achieves its function by working with a separate program, such as an OS. Note that the specific configuration and reading procedure for reading a recording medium in each device shown in the embodiments, as well as the installation procedure after reading, may use well-known configurations and procedures.

[0092] The various databases etc. stored in the memory unit are storage means such as memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and optical disks, and store various programs, tables, databases, and web page files etc. used for various processes and providing websites.

[0093] The expense investment management device 100 may be configured as an information processing device such as a known personal computer or a workstation, or may be configured as the information processing device to which any peripheral device is connected. The expense investment management device 100 may be realized by installing software (including programs or data) that causes the device to realize the processing described in this embodiment.

[0094] Furthermore, the specific form of distribution and integration of the devices is not limited to that shown in the drawings, and all or part of them can be functionally or physically distributed and integrated in any unit according to various additions or functional loads. In other words, the above-mentioned embodiments can be implemented in any combination, or the embodiments can be implemented selectively. [Explanation of symbols]

[0095] 100 Cost input management device 102 Control section 102a Project Registration Department 102b Contract details registration section 102c Cost input control section 102d Work reception input section 102e Cost input section 102f Cost Accounting Department 102g Master Maintenance Department 102h Screen display control unit 104 Communication interface section 106 Storage section 106a Employee unit price master 108 Input / Output Interface Section 112 Input Devices 114 Output Device 200 Servers 300 Network 400 terminals

Claims

1. An expense input management device having a control unit, The control unit is a registration means for creating job data including a project, a job, a department in charge of the job, a work acceptance date of "NULL", and a work request status specifying "on request" in response to an operation by a sales representative, and registering the job data in a storage area; a job acceptance input means for specifying a job acceptance date for the target job data registered in the storage area in response to an operation by the manager, and updating the job request status to "accepted"; an expense input control means for prohibiting the input of expenses for a job of a project of job data whose work request status is "requested" and for permitting the input of expenses for a job of a project of job data whose work request status is "accepted"; An expense input management device comprising:

2. The control unit further includes:

2. The cost input management device according to claim 1, further comprising a cost input means for creating cost input data including costs for a job of a project for which cost input has been permitted by the cost input control means in response to operation by an engineer, and registering the cost input data in the memory area.

3. The control unit further includes:

3. The expense input management device according to claim 2, further comprising a cost calculation means for calculating a cost amount by tallying up expenses for each job of a project based on the expense input data registered in said memory area.

4. 2. The cost input management device according to claim 1, wherein the jobs include a job related to labor costs or a job related to material costs.

5. 4. The expense input management device according to claim 2, wherein the expense input data includes daily report data, order data, purchase data, sales data, budget data, or settlement application data.

6. An expense management method executed by an information processing device having a control unit, Executed in the control unit, a registration process for creating job data including a project, a job, a department in charge of the job, a work acceptance date of "NULL", and a work request status specifying "on request" in response to an operation by a sales representative, and registering the job data in a storage area; a work acceptance input step of specifying a work acceptance date for the target job data registered in the storage area in response to an operation of the manager, and updating the work request status to "accepted"; an expense input control process for prohibiting the input of expenses for a job of a project of job data whose work request status is "requested" and permitting the input of expenses for a job of a project of job data whose work request status is "accepted"; A cost input management method comprising:

7. An expense management program to be executed by an information processing device having a control unit, In the control unit, a registration process for creating job data including a project, a job, a department in charge of the job, a work acceptance date of "NULL", and a work request status specifying "on request" in response to an operation by a sales representative, and registering the job data in a storage area; a work acceptance input step of specifying a work acceptance date for the target job data registered in the storage area in response to an operation of the manager, and updating the work request status to "accepted"; an expense input control process for prohibiting the input of expenses for a job of a project of job data whose work request status is "requested" and permitting the input of expenses for a job of a project of job data whose work request status is "accepted"; Cost input management program to implement.

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