Information processing systems, information processing methods, and programs

Abstract

Information processing systems, information processing methods, and for supporting project management in business. To provide a program. [Solution] Detailed case information including information indicating the status and / or schedule of the case. A case information storage unit stores case information for each case, and based on the detailed case information, cases are organized by unit period. A case classification unit that categorizes cases according to their status during the target period, and based on the case classification results The system includes a case list output unit that outputs a case list for each category, and the case list is shown Each project's details section includes an action label indicating the action item corresponding to the status of the category. An information processing system that presents [this information].

Description

Technical Field

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

Background Art

[0002] As a service for supporting business execution in resource management type businesses, a system that matches (assigns) resources such as human resources to projects is known. For example, in Patent Document 1, a system that calculates a score regarding the compatibility between a project and human resources and then matches the optimal human resources to the project is disclosed.

Prior Art Documents

Patent Documents

[0003]

[0003]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0004] In a management system for projects and resources used in resource management type businesses, not only a function for assisting in the allocation of resources to projects, but also the management of actions for projects, the management of tasks according to resources, and a function for creating business opportunities according to the matching status of projects and resources, etc., a framework including a plurality of functions is required.

[0005] One of the objects of exemplary embodiments of the present disclosure is to provide an information processing system, an information processing method, and a program for assisting in the management of projects in a business.

Means for Solving the Problems

[0006] An information processing system relating to one aspect of this disclosure is: Detailed project information, including the project status and / or schedule, for each project. The case information storage unit that stores the information, Based on the aforementioned project details, the status of the project for each unit period is as follows: A case classification unit that classifies cases into categories according to the S, A case list output unit outputs a case list for each category based on the classification results of the aforementioned cases. And, equipped with, The aforementioned case list output unit displays the status of the category in the details column of each case shown in the case list. An action label is displayed indicating the action items corresponding to the task.

[0007] Because the information management system has the above features, it can categorize business projects according to their status. It allows for management and prompts actions based on the status of each project.

[0008] Other issues and solutions disclosed herein are described in the embodiments and This will be clarified by the drawings. [Brief explanation of the drawing]

[0009] [Figure 1] Figure 1 is a diagram illustrating the configuration of an information processing system according to one embodiment of the present disclosure. [Figure 2] Figure 2 is a block diagram illustrating the hardware configuration of the management server 1 shown in Figure 1. [Figure 3] Figure 3 is a block diagram illustrating the software configuration of the management server 1 and user terminal 2. [Figure 4] Figure 4 is a schematic diagram showing an example of a UI (User Interface) equipped with a first display unit and a second display unit. [Figure 5]FIG. 5 is a schematic diagram illustrating a case list for each category within a predetermined period. [Figure 6] FIG. 6 is a schematic diagram showing another example of the UI. [Figure 7] FIG. 7 is a schematic diagram showing an example of a case registration screen. [Figure 8] FIG. 8 is a schematic diagram showing an example of a case plan registration screen. [Figure 9] FIG. 9 is a flowchart showing an example of information processing related to the case list for each category. [Figure 10] FIG. 10 is a flowchart showing an example of information processing related to the resource list for each category.

Mode for Carrying Out the Invention

[0010] Hereinafter, an information processing system according to an embodiment of the present disclosure will be described while referring to the drawings. In each of the attached drawings, the same or similar elements are given the same or similar reference numerals and names, and duplicate explanations regarding the same or similar elements in the description of the embodiment may be omitted. This may occur. Note that the content shown in each drawing is merely an example for explaining the present embodiment, and is only a schematic example shown for ease of explaining the present embodiment. The content of each drawing may be modified or changed within a range where no technical problems occur. and is only a schematic example shown for ease of explaining the present embodiment. The content of each drawing may be modified or changed within a range where no technical problems occur.

[0011] [[ID=3�]]<Overview of the System> The information processing system according to the present embodiment is a system for assisting in the management of cases and resources in a resource management type business.

[0012] Here, the "resource management type business" described in the present embodiment refers to appropriately allocating and managing limited resources in accordance with customer requests, and utilizing such resources to provide services. ​​​​This refers to a business model that generates revenue by providing resources. This refers to personnel that businesses engaged in the above-mentioned businesses either directly possess or can procure from external sources. This refers to business resources such as machinery, equipment, and space.

[0013] The types of industries to which this information processing system can be applied are not particularly limited. For example, consulting. Industries that primarily utilize human resources as a resource, such as the trading industry, IT, temporary staffing agencies, and accounting / law firms. Industries that primarily utilize machinery or equipment as resources, such as construction, rental, and data centers. Industries that primarily use vehicles as a resource, such as transportation, taxi, and car rental businesses, and coworking spaces. Our main resources include facilities or spaces such as event space management and warehousing. Industry, other, event industry (resources: venue, equipment, staff), etc. This can be applied to industries that handle sources, and is particularly suitable for industries that rely heavily on human resources as their primary resource.

[0014] In this embodiment of the information processing system, the resource management type business described above is performed We provide services to support the management of projects and resources, with the businesses making the calls as our users. Here, "case" in this embodiment refers to a request from a customer and / or a customer group. Based on the weaving business plan, in order to achieve the specified results within a specific period, the user This refers to individual business units to which an organization must allocate resources it possesses and / or can procure. In this embodiment, for the sake of explanation, personnel are referred to as resources and personnel as projects. The details of the information processing system will be explained using examples of the tasks it will perform. However, as mentioned above... Therefore, the business model to which the information processing system of this embodiment can be applied is one that uses human resources as a resource. Not limited to this.

[0015] <Components of an information processing system> As shown in Figure 1, the information processing system of this embodiment includes a management server 1 and one or more users The management server 1 and user terminal 2 are connected via the network NW. It is connected in a way that enables communication. In this embodiment, the network NW is mainly an interface - While the internet is assumed, the network NW is not limited to the internet; for example, public electricity It is built using telephone networks, mobile phone networks, wireless communication networks, Ethernet (registered trademark), etc. It may also be done. Also, although omitted in Figure 1, in information processing systems, the user's business Terminals owned by affiliated businesses with which we have a business partnership or outsourcing agreement are network It may be connected to the management server 1 via the network in a way that allows communication.

[0016] Management Server 1 is managed by the operator providing services related to the information processing system. This is an information processing device. Management Server 1 is, for example, a workstation and personal It could be a general-purpose computer like a personal computer, or a cloud computer. It may be logically implemented by the routing. User terminal 2 is resource management Information processing terminals owned by businesses operating a service-type business or by users who are employees of such businesses It is the end. In information processing systems, multiple users belonging to a single user organization each possess User terminal 2 may be connected to management server 1 via a network. Terminal 2 is a general-purpose computer such as a workstation or personal computer. It may be a physical device, or it may be a mobile device such as a smartphone or tablet.

[0017] <Hardware configuration of management server 1> As shown in Figure 2, the management server 1 comprises at least a processor 10, memory 11, and storage It comprises a range 12, a transmitting / receiving unit 13, an input / output device 14, etc., which communicate with each other via a bus 16. They are electrically connected. Note that the illustrated configuration is just one example, and management server 1 may have other configurations. It may have a configuration.

[0018] The processor 10 controls the overall operation of the management server 1 and the transmission and reception of data between each element. A computing unit that performs information processing necessary for signal control, application execution, and authentication processing. For example, processor 10 is a CPU (Central Processing (Unit) and / or GPU (Graphics Processing Unit) ) The processing unit 100 of the management server 1 has a processor 10 that stores This is achieved by executing programs and other data stored in page 12 and loaded into memory 11.

[0019] Memory 11 is DRAM (Dynamic Random Access Memory). The main memory consists of volatile memory devices such as flash memory and HDD (Hard Disk Drive). Includes auxiliary storage composed of non-volatile storage devices such as an ISC Drive. 1 is used as the work area of ​​processor 10, etc., and also when management server 1 starts up. The BIOS (Basic Input / Output System) that is executed, and It stores various settings and other information.

[0020] Storage 12 stores various programs such as application programs. A database containing the data used for the analysis may be built on storage 12. For example, the memory unit 120 described later is one of the storage areas of the memory 11 and / or storage 12. It will be implemented as a departmental project.

[0021] The transmitting / receiving unit 13 communicates with the user terminal 2 and / or related parties via the communication network from the management server 1. This is a communication interface for communicating with various information processing terminals, such as those of affiliated companies. The transmitting / receiving unit 13 uses Bluetooth (registered trademark) and BLE (Bluetooth Low Energy). Short-range communication interfaces such as Low Energy and / or USB (Univ It may also be equipped with terminals such as a serial bus terminal.

[0022] The input / output device 14 includes information input devices such as keyboards and mice, and output devices such as displays. It is a power device. The input / output device 14 is a touch panel that combines the functions of both inputting and outputting information. It may include things like flannel, and output devices may include printers, speakers, etc. good.

[0023] Bus 16 is connected in common to each of the above elements, for example, to address signals, data signals and each It transmits a type of control signal.

[0024] <Hardware configuration of user terminal 2> User terminal 2, like management server 1, for example, has a processor, memory, storage, It is equipped with a transmitting / receiving unit, input / output devices, etc., which are electrically connected to each other via a bus. The above components of terminal 2 are the processor 10, memory 11, and storage of management server 1. 12, the transceiver unit 13, the input / output device 14, and the bus 16 are the same and their descriptions are omitted. User terminal 2 may also have a configuration other than that described above, similar to management server 1.

[0025] <Management Server 1 Functions (Software Configuration)> Figure 3 illustrates the functions (software configuration) implemented in the management server 1 and user terminal 2. This is a block diagram. Management Server 1 includes, for example, a case classification unit 101 and a resource classification unit 1 02, Case list output unit 103, Case information update unit 104, Resource list output unit 105, Assignment-related processing unit 106, resource introduction processing unit 107, case registration unit 108, case introduction processing unit It may also include a management unit 109 and a project planning unit 110. Furthermore, the management server 1 has a storage unit. 120 is a case information storage unit 121 and various databases such as resource information storage unit 122. It may include -. Each functional unit of the processing unit 100 of the management server 1 shown in Figure 3 is, Although this is shown as an example of a functional unit implemented by the processor 10 of the management server 1, various functions Part or all of the part may be implemented in the processor of user terminal 2.

[0026] The case information storage unit 121 stores information about individual cases managed by the user organization (hereinafter referred to as case information storage unit 121). It is a database that stores linked information (sometimes referred to as linked information). The case information storage unit 121 is For example, the case ID, which is an identification number that uniquely identifies the case, the name of the case, and information about the customer organization ( Customer information including company name, department, contact person, etc., and contract type such as quasi-mandate, dispatch, and contract work. It may also store basic information about the case, including contract information that indicates this. 121 is associated with the case ID and includes status-related information, schedule information, and condition information. You may also remember detailed information such as information related to the resources you are responsible for.

[0027] Case status-related information is information that indicates the current state of a case. For example, case status Task-related information identifies the basic status of a project, such as pre-order, ordered, or completed. It may include information that identifies detailed statuses corresponding to these basic statuses. You can stay like that.

[0028] Detailed status at the pre-order stage includes, for example, a status indicating that the order has not yet been placed. Status: Confirmed order status indicating a formal order has been placed; Business negotiations without an order being placed. One or more of the following statuses are set, such as "Deal Cancelled," which indicates that the deal is being terminated. It is also acceptable. Furthermore, the status of "not yet ordered" indicates the state before negotiations begin, such as "proposal preparation in progress" or "customer." This indicates that negotiations have begun, and that a quotation has been submitted regarding the proposed content. Statuses such as "quote submitted" or "quote under review" indicate that the quotation has been submitted and the details of the quotation are being discussed with the customer. It may contain tas.

[0029] Detailed status information at the order placement stage includes, for example, the status of the contract. Status, a status indicating the status of assignment, a status indicating the process in progress S, status indicating progress, and status indicating changes to the plan. One or more of the following may be set: The status may include things like "document being drafted," "contract being reviewed," or "contract concluded." Regarding the status, the state of selecting the resources necessary to carry out the project indicates that the project is in progress. Resource selection in progress and resource allocation completed status are indicated by the "Resource Assigned" status. It may contain things like tass.

[0030] As a status indicating the ongoing process, "preparation work" indicates that preparations for the start of the project are underway. During the process, the execution phase, which shows the state in which the project is actually being carried out, and the final phase toward the completion of the project. This may include status information such as the status of the final stage of the work being performed. Regarding the status, it can be described as progressing smoothly according to schedule, or as encountering issues such as delays. The "Caution" indicator shows a potential situation, while the "Problem" indicator shows a situation where issues such as delays are occurring. It may also include the status of occurrence, etc. Furthermore, if the plan needs to be changed. This status indicates the state of the plan change, specifically that the changes are being considered. Statuses such as "plan changes under consideration" and "plan changes confirmed" indicate that the plan changes have been finalized. It may include

[0031] Detailed status at the completion stage includes, for example, the status regarding the completion procedure, and The status of the ongoing negotiations and all procedures in the case have been completed, and past cases One or more of the following statuses are set, such as archived status, which indicates a state in which the system is managed. It may be included. Regarding the completion procedure status, it should be the state where the delivery of the deliverables has been completed. This indicates that the deliverables have been delivered, or that final confirmation of the deliverables is underway, or that the customer has confirmed the delivery. The receipt indicates that the receipt has been received, and the payment indicates that the payment has been confirmed. Statuses such as "confirmed" may be included. Statuses related to ongoing business negotiations include: This indicates the state of preparing for negotiations toward a continuing contract, or the state of preparing for a continuing contract. "Proposal in progress" indicates that a proposal is being submitted; "Confirmed contract" indicates that the contract has been finalized; and This includes statuses such as "no renewal," which indicates that the contract will not be renewed. That's fine.

[0032] Please note that the classification of status-related information for the above-mentioned cases is merely an example, and the status The settings for related information are not limited to the examples above. For example, the basic status may be more detailed than the examples above. It may be divided into groups, and the status of the preparation stage before project execution and the status during execution are also included. Intermediate classifications such as TAS may be included. Also, basic status and detailed status. The classification of status-related information such as these is determined according to the characteristics of the industry or project, for the user or the system. The system operator may be able to set it dynamically. Also, one project may consist of multiple tasks, and If the project involves / or multiple processes, the status-related information for each task is displayed. It may include status information and / or status information for each process.

[0033] The case information storage unit 121 stores the schedule information set for each case. It is acceptable to remember both the scheduled information and the actual scheduled information. In addition, pre-set schedules such as planned dates are registered as actual dates and times (actual dates). This may be replaced with actual performance information, etc., indicating the date (day). Project schedule information (planned and / or (This refers to past performance) For example, the schedule related to the contract, the schedule related to the deliverables, and It may include one or more of the schedules related to the project's completion period.

[0034] Contract schedules include the contract start date and contract end date. Results Regarding the schedule for physical products, there are the delivery date and acceptance date for the final deliverable, and the date for the intermediate deliverable. This may include information regarding the delivery date and other deadlines set for the project. Regarding the scheduled date for fruit, if an actual date is registered, the actual date will be used instead of the scheduled date. It may be set to be referenced.

[0035] The project completion period is information indicating the period during which resources are operational within the contract period, for example. For example, depending on the start date (or start month) and end date (or end month) of the project This is how it is defined. Schedule information regarding the execution period is the planned execution period (planned period). This planned period includes, for example, before receiving an order, when the order is confirmed, when the contract is signed, or when the project plan is formulated. At predetermined times, such as when the plan changes, the user's forecast, negotiation status, or contract details will be used. It is set based on the previously set scheduled period (for example, the scheduled period set before the order was placed). The information regarding the execution period may be updated at a later time (for example, after order confirmation). This is determined not only by the above-mentioned planned period, but also by the actual project start and / or end dates. The performance period (which may be defined in months) may be included. If a number of tasks and / or multiple processes are set, schedules regarding the duration of execution. The information in the log includes the completion period for each task (planned and actual), and / or the completion period for each process. This may include the period between planned and actual dates.

[0036] The project conditions information is information that indicates the various setting conditions required for the project, and this conditions information is draft Each case is registered in the case information storage unit 121. Case condition information includes, for example, the amount. This may include setting conditions related to the following: setting conditions related to man-hours, setting conditions related to skills, and setting conditions related to skills.

[0037] The setting conditions regarding the amount include, for example, the budget amount that the client, who is a customer of the user organization, will allocate to the project. It may be an estimated amount set by the user organization, or it may be at the time of contract signing. - The contract amount may be the amount agreed upon between the organization and the customer. The setting conditions regarding man-hours are proposed. This setting represents the amount of resources and work required to complete a task. For example, "man-hours" can be used to express man-hours. (A unit representing the amount of work that one person can complete in one hour) "person-day (a unit representing the amount of work that one person can complete in one day)" "A unit representing the amount of work that can be completed by a worker (with 1 being the unit)" or "Man-month (the amount of work that one person can complete in one month)" It is expressed in units such as "a unit in which the amount of work is represented by 1". The setting conditions for skills are, for example, This setting defines the skills of the resources required to carry out the project. This includes, but is not limited to, various skills such as required qualifications, experience, and proficiency. The condition information may include one of the above, or multiple types. Even if conditions are set.

[0038] Resource-related information is provided for the resource assigned to the project as the current or prospective resource. This is information that indicates the role. For example, resource-related information is the information assigned to the project. Resource information indicating the source ID and role, and resources being considered as potential assignees for the project. Resource information for potential assignees, indicating their ID, and information regarding changes in assignees (for example, information received from the requester) This may include information such as requests for changes in assigned personnel and the history of changes in assigned personnel. Each case is one resource One person can be in charge, or multiple resources can be assigned to one project. There is no particular limit to the number of assigned personnel for each project; it can be set on a case-by-case basis depending on the nature of the project. It may be possible. If multiple resources are allocated to one project, the proposal The allocation of man-hours to each resource in the project may be set. If a sub-resource is allocated, information identifying that external resource, external resource Even if information regarding the man-hours allocated to a resource is included in the resource-related information, stomach.

[0039] The information stored in the case information storage unit 121 includes the basic information and detailed information (status related) as described above. This is not limited to (connection information, schedule information, condition information, and information related to assigned resources). For example The case information storage unit 121 stores information indicating the probability of securing an order that has been set for a case before it is received. It's good to remember. The probability of securing an order is an indicator that shows the likelihood of securing an order, for example, if the order is secured "Probability A" indicates a high probability of success, "Probability B" indicates a moderate likelihood of success, and "Probability B" indicates a low or no likelihood of success. It may also be expressed using a stepwise indicator, such as a clear "certainty level C". Furthermore, the case information storage unit 12 1 may store document data related to the case, associated with the case ID. Examples of documents and data include proposals, quotations, purchase orders, contracts, invoices, and related documents. It may include, but is not particularly limited to, materials related to the deliverables, etc. A case may have multiple tasks and / or processes assigned to it, and the case information storage unit 121 This stores detailed information about the project, including detailed information for each task and / or each process. It's fine if you do that.

[0040] The resource information storage unit 122 stores information about individual resources that can be utilized by the user organization (and This is a database that stores resource-related information (sometimes referred to as resource-related information). The information storage unit 122 stores, for example, a resource ID which is an identification number that uniquely identifies a resource, and Basic information including the source name and basic attribute information (e.g., date of birth, gender, date of employment, etc.) It stores the information. Furthermore, the resource information storage unit 122 associates the resource ID with personnel information. Detailed information such as sales information, assignment information, skill information, work history information, and work status information. It's okay to remember.

[0041] Even if personnel information includes, for example, information about the resource's affiliation, position, and work status. Good. Information regarding work status includes, for example, remaining paid leave days, information regarding planned paid leave, and holidays. Examples include information on employment status and information on reduced working hours. Resource sales information is, for example, This includes information such as the basic man-hours and basic unit price of the resource. The basic man-hours are calculated based on the amount of time the resource can be used. It refers to the amount of work done per unit period, and is expressed in units such as "person-hours," "person-days," and "person-months." For example, the basic monthly man-hours are generally expressed as 1.0 person-month, but the detailed resource information is... In this case, the actual basic effort may be registered as the effort setting information for resources. The basic man-hours are calculated by dividing the basic man-hours (the maximum man-hours that can be allocated in a unit period) by the allocation to the project. This refers to the man-hours after deducting the man-hours that are practically impossible to allocate.

[0042] For example, information regarding work status such as planned paid leave, leave of absence, and reduced working hours is registered. In total, the amount of work spent on paid leave, leave of absence, and reduced working hours is subtracted from the basic amount of work to arrive at the effective basic amount of work. You may also set this up. In addition, resources are not only for tasks related to external projects, but also for internal administrative tasks. If you are also responsible for internal tasks such as manual labor, the man-hours required for these internal tasks will be... You may set the effective basic man-hours by subtracting the basic man-hours. The basic unit price is per unit period. It may be an amount equivalent to salary, and is calculated based on the amount of work performed per unit period. The price (i.e., the unit price per unit of labor) may also be used. Information related to the basic unit price includes: Individual unit prices may be set per project. The effective base man-hours are set for the resources. If this is the case, an effective unit price will be set in place of the base unit price, or together with the base unit price. It is acceptable to do so. The effective unit price is calculated by multiplying the basic unit price per unit period by the effective basic man-hours. It will be released.

[0043] Assignment information is information that shows the status of resource allocation to a project. For example, assignment The information pertains to projects to which a resource has been assigned or to which a resource is being considered as a candidate. This may include information that identifies the case using the case ID. Resource assignment information The projects registered include not only current and future projects, but also archived past projects. It may be included. Assignment information should include information that identifies the project, as well as the person in charge of each project. Category (e.g., main person in charge, sub-person in charge), assignment period (start date and end date), each proposal. The effort allocated to resources in this project, and the roles (e.g., project manager, technical staff) This assignment information may include information such as "leader" (or similar). Even if the information related to the assigned resources for the case stored in section 121 is managed in association with it, stomach.

[0044] Skill information is information that indicates the technical skills that a resource possesses. For example, skill information This includes qualifications held, skills acquired, areas of expertise, and proficiency in each skill (for example) It may also include tiered indicators such as expert, advanced, and intermediate. The information indicates the resource's work experience, such as past projects handled and years of work experience. This may include information such as the industries of clients you have experience working with.

[0045] The resource information storage unit 122 stores the operating status calculated by the resource classification unit 102, which will be described later. The information may be stored in association with the resource ID. The operational status information is the operational status of the resource. This is information that indicates the status. The operational status information includes not only the current operational status but also past operational status. It may include operational performance data and operational plans showing future operational status. The data is compiled for each unit period, such as monthly, weekly, daily, or hourly, and is updated regularly or It is updated at any time. The operational status is based on the allocated man-hours for a unit period, or It may also be expressed as available man-hours, and is shown as the ratio of allocated man-hours to basic man-hours. It can also be expressed as a work rate (or allocation rate), and sales can be based on monetary value instead of man-hours. It may also be expressed as a percentage. The man-hours used as the basis for representing the operational status should be actual man-hours instead of basic man-hours. Basic man-hours may be used.

[0046] In this embodiment, the resource information storage unit 122 separates and manages information according to the type of resource. A configuration that manages resources is also possible. For example, the resource information storage unit 122 is an internal resource DB 12 It may also include 21 and the external resource DB1222.

[0047] Internal Resource DB1221 contains internal resources owned by the user organization (for example, employees, etc.). This is a database that stores information about internal resources. (Internal Resources DB1221) So, the basic and detailed information of the resource information storage unit 122 mentioned above can be directly accessed by the user organization. The internal resources to be managed are registered.

[0048] External resource DB1222 is used by user organizations when collaborating or outsourcing business operations in carrying out projects. This is a database that stores information about related businesses (i.e., subcontractors). Related businesses may be individuals or external companies that are organizations. DB1222 includes, for example, a business ID that uniquely identifies the related business, the business name, and the location. Basic information such as location may be stored. Also, the external resource DB1222 is for business operator I By associating it with D, detailed information such as project completion record, areas of expertise, and available skills is memorized. It may also be possible to do so. Furthermore, the external resource DB1222 contains individual resources managed by related businesses. Even if the source information is registered in the same format as the resource information storage unit 122 described above, However, the resource information in the external resource DB1222 is subject to contracts with related businesses. Furthermore, its content and update frequency may be restricted based on operational policies.

[0049] The information stored in the resource information storage unit 122 includes the basic information and detailed information (personnel information) as described above. (and not limited to sales information, assignment information, skill information, work history information, and work status information) For example, detailed information about a resource could include the projects the resource has handled in the past, and the projects it has handled in the past. It may also include performance information, such as information on past business partners (customers). The information storage unit 122 stores information indicating the orientation related to the carrier of each resource. Even if this information is not provided, the process of assigning resources to projects is executed by referring to this preference information. It may be done. The information management method in the resource information storage unit 122 is the same as the internal / external method described above. It is not limited to distinctions. For example, information can be provided according to the type of resource (personnel, equipment, machinery, etc.). You can manage them separately, or you can organize them according to geographical divisions such as the location of the resources or the area of ​​responsibility. You can manage the information separately.

[0050] The case classification unit 101, based on the detailed information for each case stored in the case information storage unit 121, The cases are then classified into categories according to their status within each unit period. The unit period can be a quarter, a month, a week, a day, etc. The classification of cases is not particularly limited, and the nature of the cases, It can be set as appropriate depending on the type of work performed. For example, the categories for classifying cases are: Even if set according to the basic status item set in the project status-related information Often, the classifications based on status are "initial stage classification," "continuation stage classification," and " It may also include "completion stage classification". The case classification unit 101 is from a predetermined point in the past to the present. Furthermore, the period from the present to a predetermined point in the future is divided into unit periods, and the status of each case is determined. Refer to task-related information and / or schedule information, and divide each project into unit periods. Classify them into categories according to their status.

[0051] For example, the case classification unit 101 can classify cases according to the period to be classified as follows: Good. For the period including the present, it will be registered in the detailed information of each case in the case information storage unit 121. Cases are classified based on their status-related information (information indicating the current status of the case). For periods past the present, status-related information indicating the current situation and actual results are provided. Referencing the registered schedule information, the status of each project can be checked for past periods. By identifying the specifics, we classify the cases. For periods further in the future than the present, we indicate the current situation. Referencing status-related information and schedule information registered as planned, each proposal Cases are classified by identifying their predicted status for each future period. Cases are divided into three categories: "Initial Stage," "Continuing Stage," and "Completion Stage." In similar cases, projects that have not yet been formally awarded during the target period are classified as "in the initial stage." Projects are classified into the "ongoing stage" category, and projects that are ongoing during the target period are classified into the "ongoing stage" category. Projects scheduled to be completed within the specified period are classified under the "Completion Stage" category.

[0052] The case classification unit 101 classifies cases into categories according to the status described above, and for each category The number of cases and other data are compiled. Then, the case classification unit 101 displays the aggregated results for each unit period as information. The user interface provided by the application program of the processing system ( It will be displayed in the first display section (referred to as the UI below).

[0053] Figure 4 is a schematic diagram illustrating the UI screen presented on user terminal 2. In Figure 4, the left side of the screen... The first display unit is shown on the side, and the second display unit is shown on the right side of the screen. First display unit This is a display area that provides macro information showing the overall status of projects and resources over time. Yes. The second display unit presents the case list or resource list described later, case or resource This is a display area that provides micro-information indicating the individual state of a unit during a predetermined period.

[0054] In the first display section of Figure 4, icons representing each category of case for each period are displayed, along with the cases for each category. The numbers are presented as the aggregated results. As shown in Figure 4, the aggregated results show the number of cases in each category numerically. It could be shown as a single character, or it could be displayed as an icon of a size appropriate to the number of cases in each category. i. The selection of the list of cases for a specific period to be displayed in the second display section is, for example, the first display It may also be executed via the icons for each section presented in the section. Note that the UI shown in Figure 4 is This is merely an example, and the UI provided by the information processing system is not limited to the example in Figure 4.

[0055] The resource classification unit 102 stores detailed information for each resource stored in the resource information storage unit 122. Based on the report, resources are categorized according to their operational status during the target period, for each unit period. Classify. The unit period can be the same as for classifying projects: quarterly, monthly, weekly, daily, etc. It may be, but is not particularly limited. This includes the number of categories according to operating status, the thresholds separating the categories, etc. The settings are not particularly limited and can be set as appropriate depending on the type of resource, the type of work involved in the project, etc. It is possible to determine this.

[0056] For example, one classification based on operational status is the "available classification," which categorizes resources with available manpower. (Available Resource Classification), and a classification of resources with almost no available manpower. This may include the "Full Operation" category, as well as other external resources that are not included in the operational status tracking. It may also include an "outsourcing category" for classifying them. In this example of classification, the predetermined operating threshold is... Internal resources that are below a certain percentage (or have available manpower above a certain value) are classified as "available" and Internal resources with an utilization rate above a certain level (or with idle manpower below a specified value) are classified as "fully utilized". That is fine. In other words, the definition of full operation is not limited to a 100% utilization rate, but also includes things like taking paid leave. Taking this into consideration, you may set the threshold to a value less than 100% utilization (for example, 90%).

[0057] The above uses a single threshold to categorize internal resources into two groups: "available" and "fully utilized". While examples of classification are shown, the classification of internal resources is not limited to the examples above. For example, Multiple thresholds may be set for operational status, and these multiple thresholds can be used to define internal resources in a finer-grained manner than the above. It may be classified into categories. In other words, categories are set up by dividing the available category into two or more categories. It's okay.

[0058] Resource classification may be performed in the following sequence, for example: Resource Classification Unit 102 First, the period from a predetermined point in the past to the present, and from the present to a predetermined point in the future, is defined as the unit period. It is divided into periods. First, from a predetermined point in the past to the present, and from the present to a predetermined point in the future. The interval is divided into unit periods. Then, the assignment information and / or the schedule for each identified project are... From the data, identify the man-hours allocated to resources during each period. The classification unit 102 calculates the operational status for each period from the allocated man-hours for each period, and Generates work status information.

[0059] Specifically, operational status in past periods is based on assignment information (especially for each project). Based on the information on the man-hours allocated to the source and the actual schedule information, for the past period You can then identify the man-hours allocated to the resource and the operational status calculated from those man-hours. Yes. Regarding past operational status, if data is available from when classification was performed in the past, You may also identify it by referring to the operational status information at that time. For the period including the present, assignment information The report includes information on the man-hours allocated to resources for each project during the current period, indicating the operational status. The situation may be calculated. For periods further in the future than the present, assignment information and planned schedule The operating status may be identified based on the log information. The resource classification unit 102 identifies the operating status Based on the operational status information, each resource is classified into categories corresponding to its operational status for each period.

[0060] The resource classification unit 102 classifies the resources into categories according to their operating status as described above, and each The resource classification unit 102 aggregates the number of resources in each category. The calculation results are displayed in the first display section of the UI. In the first display section of Figure 4, resources are displayed for each period. The number of resources in each category is presented as an aggregated result, along with an icon representing each category. The aggregated results may show the number of resources in each category numerically, as shown in Figure 4, or each category It may be displayed as an icon of a size corresponding to the number of resources. The selection of the resource list for a specific period is, for example, by each category presented in the first display unit. It can also be executed via an icon.

[0061] Furthermore, the detailed column for each period in the first display section contains the aggregated results for each category of project and resource. In addition, the results of an evaluation of the balance between projects and resources may be presented. Management Server 1 The processing unit includes an evaluation unit that evaluates the degree of balance between projects and resources for each unit period. It's okay to be there.

[0062] In this case, the evaluation unit calculates the degree of balance based on man-hours and the degree of balance based on monetary value. It is also possible for the first display unit to evaluate the degree of balance based on man-hours, according to the user's selection. It may be possible to switch between presenting the results and the evaluation results of the degree of equilibrium based on monetary value. The degree of balance of the resources is, for example, the ratio of the total basic effort of each internal resource to the target period. It may also be expressed as the percentage of the total man-hours set for each project. The degree of equilibrium in monetary terms is For example, the sum of the base unit prices for each internal resource, set for each project during the target period. It may also be expressed as a percentage of the total amount. In addition to the above, the denominator of the degree of equilibrium may be the amount of the target period. This may also include target values ​​(target sales amount, man-hours corresponding to the target number of projects), etc.

[0063] Furthermore, the projects used when calculating the degree of balance are those that were not yet awarded during the target period, and This includes projects that have already been accepted (including projects completed in the past (archived projects)). (None), the evaluation results of the degree of balance are the proportion of uncontracted projects and the proportion of contracted projects. The combined and distinct parts may be presented in the first display section in a manner that allows for identification. The first display section may display the above proportions. Based on this, there is either a shortage of resources (a large or small number of projects) or a shortage of projects. You may also present evaluation results that indicate the state (resource availability).

[0064] The case list output unit 103 outputs the case list based on the case classification result from the case classification unit 101, according to the category. This generates a list of cases. The case list for each category is classified into the target category for each unit period. This is a list that presents a list of submitted cases, along with a detailed section that provides information about each case. The list output unit 103 displays the status of each category in the details column of each case shown in the case list. Display action labels that indicate the action items.

[0065] Here, in the information processing system of this embodiment, "action" refers to information related to a case. This refers to the process of concretizing (case-related information), and the "action items" are records and / Alternatively, it refers to the data items that are the target of operations that make the information more concrete, such as updating it. The actions are linked to real-world business operations (sales negotiations, planning, etc.) that occur in actual projects within the user organization. It is something that moves. In other words, the action label is specific according to the status classification of the case. It has the function of presenting information that needs to be processed and facilitating actual business operations such as business negotiations.

[0066] The action items to be presented on the action label are based on the status of the case as defined in the category. The settings are determined according to the situation, and different items are set for each category. These are displayed in the action label. The Actions section has the function of displaying the data registered for the target item in a viewable format. In addition, it accepts the registration of new data and data updates for the target items, and information input It also functions as a power item. The specific content of the action items presented in each category is particularly important. Not limited to, for example, items representing detailed statuses corresponding to basic statuses that define categories. This may include, for example, the second display section on the left side of the screen in Figure 4 (Case classification of the starting stage) In the example of a strike, an action label corresponding to the initial stage is shown as an example, as shown in Figure 5(a). In the example of a case list categorized by completion stage, the action labels corresponding to the completion stage are shown as examples. In the example of the case list for the continuation stage shown in Figure 5(b), the corresponding stage is A This shows an example of a cushion label.

[0067] As illustrated in Figure 4, in the project list for the initial stage, the details column for each project will show "Formal Order Received". You may provide action labels to help concretize the business negotiation process toward that goal. Specifically The action label includes items indicating the order status of a deal, and a business negotiation. Among the items related to detailed business negotiation information such as notes on the time, and the items related to the resources to be allocated to the project It may include one or more of the following items. Items indicating the order status are "Not Received" and "Order Confirmed". Includes fields that represent detailed status such as "cancelled," and / or fields that represent the likelihood of the order being placed. It is also possible to visualize the detailed status of tasks and / or the likelihood of securing an order. Then, we will promote business negotiations toward formal order. Items regarding the resources to be allocated to the project are draft The number of resources to be assigned to the project, the specific resources to be assigned, candidate resources, etc. This item represents related information and encourages the concretization of the project execution structure. The "Detailed Business Negotiation Information" item is related to the business negotiation. Information related to business negotiations, such as notes, can be in a specified format (text format or document format). This is an item that is registered and displayed (it can also be an expression), and is used to concretize the details of the business negotiation and for sharing within the user organization. Encourage existence.

[0068] In addition to the above, the action labels for the initial stage include actions related to the contract information of the project. It may include items. Action items related to contract information include "quasi-mandate," "dispatch," and "contract." This item represents the contract type of the case, such as "negative" or "other," and is accessed through the corresponding action item. It may be possible to register and update contract information.

[0069] As illustrated in Figure 5(a), in the list of cases categorized as the final stage, the details column for each case contains the following information: You may also provide action labels to help concretize further negotiations. Specifically, the action The negotiation label includes an item indicating the status of the negotiation, such as whether the deal can be continued, as an action item. It is acceptable to leave it as is. The item indicating the status of negotiations regarding whether or not to continue should be "Continued" or "Not continued," indicating termination. This item represents the detailed status at each stage, encouraging a more concrete understanding of the ongoing business negotiations. The action labels corresponding to the closing stage are the same as for the opening stage, at the time of the deal. It may also include items such as notes and other details of the business negotiation.

[0070] As illustrated in Figure 5(b), in the list of ongoing projects, the details column for each project contains the following information: You may provide action labels to specify the progress of the matter. Specifically, The action label includes items indicating the progress of the case as action items. It is also acceptable to use items that indicate the progress of a project, such as "on track," "caution," and "problem occurred." This item represents the detailed status of the actual work, and is a concrete representation of the progress in the actual work and the user group. Encourage sharing within the organization. Additionally, action labels corresponding to the ongoing stages will be assigned to each project. It may also include items related to the allocated resources. Items related to resources are... This item represents resource-related information such as the resource itself and its number, and applies to the item. The system allows for changes to assigned resources and facilitates information sharing and project completion within the user organization. Encourage the implementation of concrete changes to the administrative structure.

[0071] The action labels shown in Figures 4 and 5 are for illustrative purposes only and do not represent the action labels in the same way. The manner and content of the display are not limited to the examples above, and may be set appropriately according to the nature of the case, type of business, etc. Yes, it is possible. Furthermore, the details column for each case in the case list contains the aforementioned action labels. In addition, please provide the setting information for the target project (project name, amount, estimated man-hours, duration, sales representative, etc.). You may also include other information that may be helpful to users when performing actions on action labels. You may present the information.

[0072] The case list output unit 103 displays icons for predetermined period divisions presented to the user on the first display unit. Select (User selection operation for period and category entered via the aggregated results of the first display section) In response to this, the second display section will show a list of cases corresponding to the selected period and category. You may do so. In the example in Figure 4, by selecting the icon for the start period "January 2025", The second display section shows a list of projects corresponding to the "Start Date in January 2025" category.

[0073] The case information update unit 104 updates the action labels presented in the case list for each category. In response to user actions, the system executes a process to update the case-related information of the target case. For example, detailed For items representing detailed status, the user can select the detailed status of the target case. If executed (for example, the icons for "Order Received", "Not Ordered", and "Cancelled" in the start category of the case) Click on one of the icons, either "Continue" or "Not Continue" for the completed project. (For example, click on one of the icons for ongoing cases: "On Going," "Caution," or "Problem.") The case information update unit 104 updates the status related of the target case according to the user's selection operation. Update the information (especially detailed status information).

[0074] Furthermore, the case information update unit 104 performs actions such as classification of the initial stage and classification of the continuation stage. Based on the user's actions regarding the "resource-related items" presented in the log, the target case will be processed. You may also perform a process to update the information related to the assigned resource. For example, if the user updates the case list For any of the cases within, the icon indicates the resource allocation shown in the action label. When you perform the operation to select (the selection operation to specify the target case and request assignment), The information update unit 104 allocates resources to the target case in accordance with the selection operation. An assignment registration screen may be displayed on the UI. The assignment registration screen may include the assignment You may also provide a list of available resources, as well as other setting conditions regarding the amount and man-hours. The conditions information for target projects is presented, which includes one or more of the following setting conditions and skill-related setting conditions. You may do so.

[0075] Here, in the resource list on the assignment registration screen, each resource for the target project is... Based on the degree of suitability (matching rate), resources with a high degree of suitability are placed at the top. Resources may be sorted and displayed accordingly. Note that the degree of suitability depends on the conditions of the target project. Detailed resource information for the report (amount, man-hours, skills, etc.) (base unit price (effective unit price), base It can also be expressed as a ratio of core man-hours (effective basic man-hours), skills, etc. (This is used when sorting resources.) In addition, resources with more available manpower during the period specified in the first display section are placed higher up. Sort conditions related to available manpower may be set. Resource sorting is based on suitability. You may apply either the sorting condition or the sorting condition for available man-hours, or you may apply either one of them. As a priority condition, apply it in combination with the sorting condition for degree of suitability and the sorting condition for available man-hours. That's good too.

[0076] When a user selects a resource from the resource list, the case information is updated. Unit 104 assigns the resources selected by the user to the "person in charge" or "candidate person in charge" for the target case. Update the resource-related information. Assign the selected resource as "responsible" or The user may be allowed to specify whether to assign someone as a "potential person in charge." On the registration screen, it is possible to sequentially assign multiple resources to the target project. You may also allocate or modify resources via the action label of the continuation stage. If you choose to execute, you may use the same processing as described above. The process related to the assignment of units will be handled by the assignment-related processing unit described below, instead of the case information update unit 104. This may be implemented by the 106th unit.

[0077] The case information update unit 104 provides action labels such as the classification of the initial stage and the classification of the continuing stage. Through the "Deal Details" section, you can input deal notes, deal-related documents, etc. It is acceptable to accept these. These deal details may be entered by the user in text format. The input may be in the format of a document attached by the user, or in other selectable input formats. It may also be entered as is. The case information update unit 104 will update the entered deal details for the target case. The ID is associated with the information and stored in the case information storage unit 121. The registered business negotiation details are stored in the active The details of the deal can be made viewable from the deal label's details section. Other details of the deal information may also be updated. Section 104 is an item that represents the probability of receiving an order, as indicated by the action label in the initial stage. The registration or update of the order accuracy may be accepted. The case information update unit 104 updates case-related information. The information will vary depending on the items presented in the action label, and will be appropriate according to the status of each category. The settings will be configured accordingly.

[0078] The resource list output unit 105 outputs based on the resource classification results from the resource classification unit 102. Then, a resource list for each category is generated according to the operating status. The system presents a list of resources categorized by target period, along with information about each resource. This is a list presented along with a detailed section. The resource list output unit 105 outputs the resource list In the details section for each resource shown in the list, reference information corresponding to the operational status of the resource category is provided. The information will be presented. Reference information will be set for each category and will not be particularly limited.

[0079] For example, the reference information presented under "Full Operation Classification" is based on the target resource being assigned as the person in charge. This may include information that identifies the project being outsourced. Reference information presented in "Outsourcing Category" Regarding this as well, information to identify the projects being outsourced to each related company (outsourcing partner) listed. It may include information. In the resource reference information, each case is presented with a designated icon. It is also possible for the user to select any of the icons, and the details of the specified case will be displayed. You may provide more detailed information.

[0080] The second display section of the UI illustrated in Figure 6 shows an example of a resource list in the "available" category. In the resource list for the "available" category, resources with a low utilization rate (sales rate) during the target period are listed. The resources are sorted and presented so that resources with the most available manpower are placed at the top. It is also possible. The resource list output unit 105 outputs the resource list for the "available" category. , one of the following: information on candidate projects, information on proposed projects, and information on assigned projects. The above information may be included in the details section of each resource. Candidate projects are listed in the target resource. For projects where - has been tentatively assigned as a candidate, and for proposed projects, the proposals are currently being presented to the client. For assigned projects (unconfirmed projects or projects in the proposal stage), the target resource will be assigned to handle them. This refers to cases that have already been allocated. In the reference information in each detail column of Figure 6, the proposed case and the candidate are used. The system displays icons representing supplementary cases and assigned cases, along with the number of cases for each. Yes, they are.

[0081] The "Availability" reference information has the same functionality as action labels in the case list. It is acceptable to do so. In other words, the icons for each data item shown in the reference information (in the example in Figure 6) The proposed project icon, candidate project icon, and assigned project icon are already registered in the corresponding item. It has a function to make the data viewable and present new data for the target item. It may also function as an information input field for accepting registrations and data updates. Example For example, the resource list output unit 105 outputs the proposed project, candidate project, and assigned project as a user. Depending on the operation performed to select one of the icons, the corresponding icon will be displayed. A list of projects, detailed information, etc. may be displayed. Also, icons for proposed projects, and The process of assigning the target resources to a project can be executed via the candidate project icon. Alternatively, you can use the proposal icon to set up a case for customer proposals. It may be possible to do so.

[0082] Furthermore, if internal resources are classified into three or more categories based on multiple thresholds related to their operating status, For categories with available man-hours, the same reference information as for the categories with available man-hours described above will be applied. This is also acceptable. For categories with an operating rate above a predetermined value, the information corresponding to the proposed case from the reference information should be used. You may omit the report.

[0083] The resource list output unit 105 displays the eye of a predetermined period division presented to the user on the first display unit. Select a category (the user selects the period and category via the aggregated results in the first display section). Depending on the operation, a second display of resource lists corresponding to the selected period and category will appear. It may also be displayed in the section. In the example in Figure 6, the icon for "Available" in "January 2025" Depending on the selection, the second display section will show the resource allocation corresponding to "Availability in January 2025". A stock is displayed.

[0084] The assignment-related processing unit 106 processes the reference information in the resource list for the available category. In response to user actions, the system assigns the target resources specified in those actions to the designated projects. The signing process is executed. For example, the assignment-related processing unit 106 will select any of the resources in the resource list. The icon of the candidate project, or, as shown as reference information in the details section of that resource, In response to the user's selection operation on the proposed project icon, the target specified in that selection operation will be selected. Outputs the assignment registration screen for assigning resources.

[0085] On the assignment registration screen, if the user selects the proposed project icon, it will be registered as a proposed project. A list of registered projects is displayed, and if the user selects a candidate project icon, the project is submitted. A list of projects registered as proposed projects will be displayed. The projects displayed on the assignment registration screen... When the user selects one of the items in the list, the assignment-related processing unit 106 will select the target resource. Assigns resources to projects selected by the user, and includes assignment information for the target resources (other selections). Update the resource-related information for the selected project. If the selected project is a proposed project, You may register the elephant resource as a candidate to handle the selected project.

[0086] The assignment registration screen displays a list of proposed or candidate projects set for the target resource. In addition to indicating, the list also includes other candidates or individuals who have been assigned as responsible for the cases included in the list. Resources can be presented alongside a list of projects. This presentation allows other team members to... Based on the availability of the candidate or assigned personnel, we can select the projects to which the target resources will be assigned. Furthermore, when the assignment-related processing unit 106 displays a list of cases on the assignment registration screen, Information on one or more of the following for the target resource: base unit price, base man-hours, skill information, and preference information. By referencing this information, projects that match the details of the target resources will be placed at the top of the search results. You may perform a process to sort the cases in this way. The appearance and content of the assignment registration screen are The above examples are not the only ones; settings can be adjusted as appropriate depending on the user's industry and the characteristics of the project.

[0087] The resource referencing processing unit 107 processes the reference information in the resource list for the "available" category. Process to introduce the target resource specified by the user's action to the customer. Execute the following. For example, check the details field of each resource in the resource list for the "available" category. A checkbox may be provided to allow users to select one or more resources. And the user can request suggestions for relevant resources from the customer (for example, an eye for suggestions). When a click operation is performed, the resource introduction processing unit 107 will select the resource Using S as the target resource, generate referral information to introduce that target resource to the customer. At this time, the resource introduction processing unit 107 receives the user's designation of the customer to whom the proposal will be made. This is also possible. For example, a list of customers may be displayed on the UI screen, and one or more customers may be selected from that list. The user may be allowed to choose.

[0088] The referral information includes information that identifies the target resource. For example, the referral information includes the name of the resource. Basic information such as title, affiliation, and position, and skill information of the target resource (qualifications held, acquired skills, proficiency). (e.g., degree), career information (years of work experience, customer industries handled, etc.), and new requests It may include one or more of the following: schedule information indicating the period during which applications can be accepted. The information items included in the referral information are limited based on the contract with the customer and the operating policy. It is acceptable to exclude personally identifiable information, or to summarize skills, experience, etc. Restrictions may be imposed, such as limiting the description to a general level.

[0089] The resource referral processing unit 107 will notify the sales representative of the user organization of the generated referral information. That's fine. In this case, the sales representative may provide the customer with introductory information indicating the relevant resources. Alternatively, the resource referral processing unit 107 may send the generated referral information to the customer specified by the user. You may notify the contact person. The notification method can be email, or other contact information. This may include application programs, etc., and is not particularly limited to any publicly known notification method. It can be adopted. By providing this kind of referral information, customers can find what they need to utilize within their user organization. This allows us to understand the status of resources and consider requesting new projects that can utilize those resources. It is possible. Customers who receive notifications can, for example, "leverage the skills and experience of this resource." "There are some projects that seem feasible." "If these resources are available, we'll request this project from the user organization." This allows for decisions like "Let's do it," which leads to acquiring new projects within the user organization.

[0090] As described above, the processing unit 100 of the management server 1 notifies the customer of resources with available manpower. It may also include a resource introduction processing unit 107, and the resource introduction processing unit 107 may be replaced And, together with the resource introduction processing unit 107, for customer proposals related to resources It may also have a function for creating cases (case registration section 108 below).

[0091] The case registration unit 108 processes the user's reference information in the resource list for the "available" category. Depending on the operation, create a customer proposal related to the target resource specified in that operation. The case registration screen is output. For example, Figure 7 is a schematic diagram showing an example of a case registration screen. The project registration screen is, for example, the sub-eye with the "+" mark attached to the proposed project icon in Figure 6. The output can also be generated by clicking the button, and there are no particular restrictions on how the project registration screen is output. The output button on the project registration screen is located outside the details section of each resource, and is targeted to... It may be possible to output the case registration screen without specifying the resources. When outputting a surface, multiple resources from the resource list of available resources are selected as the target resources. It should be specified as the source.

[0092] As shown in Figure 7, the project registration screen includes the project name, sales representative, and target customer (multiple customer candidates). (Additional information may be available for registration), including input fields for registering basic information such as contract type. You can also include status, probability of securing the order, estimated man-hours, estimated cost, estimated period, and candidate list for assignment. It may include input fields for registering detailed information such as the source and other aspects of the proposal. In the customer information input field, as reference information, please specify the resources that the target resource has previously handled. Customers, and / or potential customers who match the skill information of the target resource. A list of customers may be presented. The customer list can be presented in the form of a pop-up, drop-down list, etc. The customer list may be presented using a formula, and the method of presenting the customer list is not particularly limited.

[0093] Furthermore, there are standardized proposal packages that are used in sales activities within user organizations. If present (if such a package is registered in the storage unit 120), detailed information You may also submit suggested package options in the input field. Specify the target resource before submitting your proposal. When the registration screen is displayed, the registration field for candidate resources contains information that identifies the target resource and Information that can be used as a reference when creating a proposal, such as skill information and information on past projects, is provided. This is also acceptable. Reference information regarding such target resources (Figure 7 shows information on skills and qualifications, etc.) There are no particular limitations on how historical information and past project information (examples) can be presented, and the information can be used as reference. You may also place the link on the project registration screen. In addition to the above, you can create a customer proposal on the project registration screen. Useful reference information for this purpose may be made available for viewing.

[0094] The case registration unit 108, based on the information entered via the case registration screen as described above, The case corresponding to the input information is designated as a case to be proposed to the customer by the case information storage unit 12 Register in section 1. Note that the case registration screen shown in Figure 7 is merely a schematic example. The format of the registration screen, input fields, and reference information provided are not particularly limited.

[0095] The case referral processing unit 109, based on the case-related information stored in the case information storage unit 121, Extract unregistered assignments where resource allocation has not been completed, and then... This process involves recruiting resources for a project. Specifically, it is handled by the project introduction processing unit 109. The system refers to the resource information assigned to each case, which is registered in the case information storage unit 121, and assigns the Alternatively, extract cases that have at least one undecided slot where a candidate for the person in charge has not yet been assigned. The referral processing unit 109 then processes the extracted cases as unassigned cases. It may be specified, or cases narrowed down under predetermined conditions may be specified as unassigned cases awaiting assignment. This is acceptable.

[0096] For example, as a narrowing-down condition for unassigned cases, a narrowing-down condition including one or more of the order-receiving status of the case, start time, man-hours, amount, and required skills may be set. More specifically, cases for which an order has already been confirmed, cases with an approaching start time, cases with a certain number of man-hours or more, cases with an amount of a certain level or more, and / or cases requiring specific skills may have narrowing-down conditions set so that they are extracted as unassigned cases awaiting assignment. Also, in addition to or instead of the above conditions, narrowing-down conditions according to the nature of the case, such as cases that may require external resources ( for example, cases with a large number of required man-hours, cases with high skill requirements, etc.), may be set. The case introduction processing unit 109 may specify a case selected by the user from the initially extracted unassigned cases as a case for which resources are to be solicited (a solicitation target case). The selection of the solicitation target case by the user may be made from the list of the initial extraction results, or may be selected from the case list for each category output by the case listing unit 103. For example, a check box for designating a case as a solicitation target case may be provided in the details column of each case in the case list. In addition, the solicitation target case may be automatically extracted from unassigned cases based on pre-specified narrowing-down conditions in addition to the selection operation by the user. This is acceptable.

[0097] The case introduction processing unit 109 may have a solicitation pattern for internal resources and a solicitation pattern for external resources. This is acceptable. The selection of the solicitation target case by the user may be performed from the list of the initial extraction results, or may be selected from the case list for each category output by the case listing unit 103. For example, a check box for designating a case as a solicitation target case may be provided in the details column of each case in the case list. In addition, the solicitation target case may be automatically extracted from unassigned cases based on pre-specified narrowing-down conditions in addition to the selection operation by the user. For example, a check box for designating a case as a solicitation target case may be provided in the details column of each case in the case list. Note that, in addition to the selection operation by the user, the solicitation target case may be automatically extracted from unassigned cases based on pre-specified narrowing-down conditions. This is acceptable.

[0098] The case introduction processing unit 109 has a solicitation pattern for internal resources and a solicitation pattern for external resources. The target recruitment pattern may also be executable. Unregistered assignments or selected recruitment opportunities will be sent via email or other internal resources. Notify the following: The internal resource that receives the notification will click on the application link included in the notification. Access is possible. The case referral processing unit 109 accesses the internal resources via the link. Register them as a candidate to handle the recruitment target project. Note that multiple recruitment target projects can be listed. If a notification is sent, the resource will be registered as a potential assignee for the case selected from the list. Furthermore, when applying, users will be required to enter specific information into the resources accessed via the links. You may do so.

[0099] Recruitment for external resources is more focused than recruitment for internal resources. The project may be defined as a project open to external applicants. The project introduction processing unit 109 is an example. For example, a project may lack internal resources that meet the project's requirements, or the number of projects may be inconsistent. Projects for which there are no available internal resources, or projects for which internal resources cannot be allocated, are handled by Asa. Even if you identify a project from among those not yet registered and designate it as a project eligible for external recruitment, Good. For projects open to external applicants, the status of the project (e.g., projects that have been confirmed), project The man-hours required (for example, projects with man-hours exceeding a specified value), the skill requirements for the project (for example, skills exceeding a standard value). They may also be identified by predetermined filtering conditions, such as projects requiring a certain level of expertise. Similar to recruitment for resources, it may be identified by user selection. The selection may be configured to select from the initial extraction results of unassigned cases, or Even if the case list output unit 103 is configured to allow selection from a list of cases for each category that is output, Good. For example, in the details column of each project in the project list, there is a checkbox indicating that it is an internal recruitment. A checkbox for external recruitment is provided, and users can access the project list, It may be possible to specify the types of projects to be recruited for, and whether those projects are internal or external.

[0100] The project introduction processing unit 109 selects projects for external recruitment based on predetermined filtering conditions or user selection. After identifying the target project based on the selection operation, project summary information is generated, which summarizes the outline of the project being offered. The project overview information will be notified to external resources. The content of the project overview information is not particularly limited. For example, if there are multiple job postings, the job description information should include a list of those postings. It may be, and may include information about the outline of each case. The outline of each case is From the basic and detailed information, extracted according to predetermined extraction conditions or user selection. It may consist of information. When notifying external resources, the notification screen will display the project overview information. A link may be provided.

[0101] Even when recruiting external resources, the process from notifying external resources (potential outsourcing partners) to selecting the person in charge is also involved. The process for registering a supplement can basically be the same as for internal resources. However, Furthermore, in the case of external resources, the person responsible for notification may be pre-configured. When applying, the person in charge of departmental resources will allocate resources from the outsourcing organization to the project. You can also select and specify the resources you wish to apply for and then register your application. Note that the recruitment targets are listed within the project. The method of notifying departments or external resources is not limited to email, but also includes contact applications. Publicly known notification methods, such as NN programs, can be used.

[0102] The project planning department 110 outputs a project plan registration screen corresponding to the contract type of the project selected by the operation in response to the user's operation on the details column of any of the projects shown in the project list. For example, the project planning department 110 may output a project plan registration screen for accepting the formulation of the plan for the project specified by the selection operation in response to the user's selection operation on the details column of any of the projects presented in the project list of the start stage classification. Also, the project planning department 110 may output a project plan registration screen for accepting the plan change of the project specified by the selection operation in response to the user's selection operation on the details column of any of the projects presented in the project list of the continuation stage classification. In addition, in the details column of each project in the project list, a button (icon) for moving to the project plan registration screen may be set within the action label, or it may be possible to move to the project plan registration screen from a column showing basic information of the project such as the project name. to output. For example, the project planning department 110 may output a project plan registration screen for accepting the formulation of the plan for the project specified by the selection operation in response to the user's selection operation on the details column of any of the projects presented in the project list of the start stage classification. In response to the user's selection operation on the details column of any of the projects presented in the project list of the start stage classification, a project plan registration screen for accepting the formulation of the plan for the project specified by the selection operation may be output. Also, the project planning department 110 may output a project plan registration screen for accepting the formulation of the plan for the project specified by the selection operation in response to the user's selection operation on the details column of any of the projects presented in the project list of the start stage classification. In response to the user's selection operation on the details column of any of the projects presented in the project list of the continuation stage classification, a project plan registration screen for accepting the plan change of the project specified by the selection operation may be output. In response to the user's selection operation on the details column of any of the projects presented in the project list of the continuation stage classification, a project plan registration screen for accepting the plan change of the project specified by the selection operation may be output. Note that in the details column of each project in the project list, a button (icon) for moving to the project plan registration screen may be set within the action label, or it may be possible to move to the project plan registration screen from a column showing basic information of the project such as the project name. It may be set, or it may be possible to move to the project plan registration screen from a column showing basic information of the project such as the project name. It may be possible to move to the project plan registration screen from a column showing basic information of the project such as the project name. It may also be possible.

[0103] FIG. 8 is a schematic diagram showing an example of a project plan registration screen corresponding to the start stage classification. In this project plan registration screen, different input items may be set according to contract types such as "quasi-commission", "dispatch", and "subcontract". In this project plan registration screen, different input items may be set according to contract types such as "quasi-commission", "dispatch", and "subcontract". It may be set.

[0104] <000098I>For example, FIG. 8(a) is an example of a project plan registration screen output for a quasi-commission type project. In the case of a quasi-commission type contract, the project plan registration screen may include items for setting the number of frames of resources in charge of the project and items for setting the resources in charge. That is, the allocation of resources to the project may be executable not only from the assignment registration screen described above but also from the project plan registration screen. In the case of a quasi-commission type contract, the project plan registration screen may include items for setting the number of frames of resources in charge of the project and items for setting the resources in charge. That is, the allocation of resources to the project may be executable not only from the assignment registration screen described above but also from the project plan registration screen. It may also be executable. The recording section shows the skills and experience required for each project, for each resource slot (i.e., assigned resource). This section will specify which skill requirements to accept, and the individual unit prices for each resource applicable to the project. The items to be accepted, and the amount of man-hours each resource is expected to spend on the target project for each unit period. This includes items for accepting reservations and items for setting the sales price of each resource for each unit period. It may be done as is. Figure 8(a) is merely an example and shows the registration screen for a quasi-delegation type project plan. Other input fields may be set in addition to those listed above.

[0105] The project plan registration screen generated for dispatch-type projects is the same as the quasi-delegation type described above. It is acceptable for the following input fields to be included, and in addition, it may include input fields specific to the dispatch type. That's good too.

[0106] Figure 8(b) shows an example of the project plan registration screen output for a contract-type project. In the case of a contract, the project plan registration screen will display the total budget specified by the user's customer, or This includes an item that allocates the total projected sales amount proportionally to each resource's allocation (each assigned resource). It may be done. Project Planning Department 110 shall determine the total budget or planned amount for the item in question. It may also have a function to automatically allocate the total sales amount equally among the resources, and the assigned resource It may have a function to automatically allocate according to the unit price of each resource. Alternatively, it may have a function to automatically allocate according to the unit price of each resource from the user. It accepts the specification of the apportionment ratio for each resource and distributes to each resource based on the specified ratio. You may perform apportionment of the budget amount or sales amount. This can be done automatically by equal apportionment, apportionment according to unit price, or by specifying an apportionment. The draft method, such as apportionment according to the proportion, may be selectable by the user. In addition to the above, the project plan registration screen generated for each project also displays the number of resource slots assigned to the project. This may include items to be configured, items to assign to resources, etc.

[0107] Please note that the project plan registration screens shown in Figures 8(a) and (b) are for illustrative purposes only, and each contract will be different. The input fields to be set on the project plan registration screen for each type are not particularly limited and are based on the attributes of the contract type. Depending on the circumstances, items other than those listed above may also be included. Also, for projects in the ongoing phase, the project plan Even when accepting changes or modifications, the same project plan registration screen as in the initial stage will be used for the contract. It may be output according to the type. In cases classified as continuing stages, for example, "Caution" or "Question" If a detailed status such as "Problem Occurred" is registered, the assigned resource will be changed, and / or This may require changes to the plan, such as adding more resources. In this case, from the list of cases, Even if the project plan registration screen is requested and changes and modifications to the plan are accepted through that screen, good.

[0108] The project planning department 110 receives user input information for the above items, Based on the input information, the validity of the plan will be evaluated, and the evaluation results will be displayed on the project plan registration screen. You may present it. For example, in the case of a quasi-mandate and / or dispatch type project, see the lower part of Figure 8(a). As shown, the degree of balance between the selling price and the unit price of the resource is evaluated, and the selling price is the same as the cost of the resource. The evaluation results, indicating whether or not the unit price exceeds the specified limit, may be displayed on the project plan registration screen. In 8(a), the average of the sales prices set for the resource and the average of the unit prices of the resource are used. We are comparing and evaluating the validity of each case. Instead of this evaluation, or this Along with such evaluations, we assess the degree of balance between the selling price and the unit price for each resource, The evaluation results may be displayed on the project plan registration screen.

[0109] Furthermore, if the project involves one or more external resources (e.g., external contractors), The revenue (sales price) generated by the external resource and the fees paid by the user organization to the external resource. The evaluation results showing the profitability of outsourcing, based on an assessment of the balance with outsourcing costs, are displayed on the project plan registration screen. You may present it above. In the case of a contract-type project, the budget set for the project or The evaluation assesses whether the sales and the total amount allocated to each resource match, and the evaluation results The results may be displayed on the project plan registration screen.

[0110] The assessment of plan feasibility for each contract type described above is merely illustrative and may differ from the above. The validity of the plan may be evaluated using evaluation criteria. In addition, the project planning unit 110 may be used by the user. During the force operation process, the plan's validity is evaluated each time an input is executed, and the results of that evaluation are displayed. The user may perform a presentation on the screen. When formulating and / or revising the project plan, the project plan Based on the evaluation results output by the drawing unit 110 as described above, the validity of the project plan is confirmed. The system can determine whether to change and / or finalize the input content.

[0111] The project planning unit 110 receives input information about the project plan from the user via the project plan registration screen. After receiving your request, we will use this input information to provide you with detailed information about the case (for example, information about the assigned resource). Reports), and / or detailed information on resources (e.g., assignment information, operational status information (especially The process of updating the operational status of the upcoming schedule may be executed. In addition, the project planning unit 110, Based on the information entered via the project plan registration screen, project plan information that shows this information The process of generating and registering the data in the case information storage unit 121 may also be executed.

[0112] <Functions of User Terminal 2> As shown in Figure 3, the user terminal 2 includes a display control unit 201 and an operation information receiving unit 202 It may also be equipped with. The display control unit 201 is related to the UI sent from the management server 1. Information to be displayed (for example, the first display section, the second display section, the assignment registration screen, the case registration screen, etc.) After receiving output data, information processing results, etc., the received data is sent to user terminal 2. The process is executed to reflect the information on the display unit. The operation information receiving unit 202 receives information from the user at the user terminal 2. The system receives the operation information entered on the displayed UI and sends that operation information to the management server 1. I believe.

[0113] <An example of an information processing method> Next, referring to the flowchart illustrated in Figures 9-10, the information processing system of this embodiment This section describes an example of information processing performed by a system.

[0114] Figure 9 shows an example of information processing related to case lists by category, from case classification to case-related information. This flowchart shows the information processing flow until the information is updated. This information processing is, for example, The processing unit 100 of the management server 1 includes a case classification unit 101, a case list output unit 103, and This is then executed by the case information update unit 104.

[0115] Users can obtain or download and install software from the internet onto their devices. Launch the application program and enter the designated user ID to apply Log in to the application program. Then, the user will be able to access the application program. On the UI of the application, a status summary screen (a screen comprising a first display unit and a second display unit) as shown in Figure 4. The output of is requested (step SQ101). In response to this request operation, the case classification unit 101 The cases are classified into categories according to their status within the target period (steps) Step SQ102) displays the aggregated results for each unit period in the first display unit (Step SQ10 3) The user can select the period and category via the aggregated results presented in the first display unit. The reception (step SQ104) and the case list output unit 103 are categories corresponding to the selection operation. The list of cases is displayed in the second display unit (step SQ105). Case information update unit 104 This accepts user input for the action label items presented in the case list. (Step SQ106) Based on the input operation, update the status-related information of the case. (Step SQ107).

[0116] The second display section, which presents a list of projects in the initial stages, shows requests from users for the formulation of project plans. You may accept this. Also, in the second display section which presents a list of cases in the continuing stage category, You may accept requests for revisions to the project plan from the client (Step SQ108). Requests for revision or correction should be submitted to the details section of each case presented in the case list (the section presenting the basic case information). Accepted via (either a button within the action label or a dedicated button within the action label) You may do so. Users may formulate or revise project plans for the details section of such project lists. Perform the operation to select the case to be corrected.

[0117] If a user requests the formulation or revision of the project plan (step SQ108 "Request The project planning unit 110 outputs a project plan registration screen corresponding to the contract type of the target project. (Step SQ109). This project plan registration screen is for formulating and / or modifying project plans. A UI that accepts input items related to the plan, and the screen includes the contract type. The corresponding input fields are presented. The project planning department 110, via the project plan registration screen, The system receives input information regarding the project plan from the user. Based on this input information, the system then develops a plan. Update the details of the item and / or the resource details (step SQ110).

[0118] Figure 10 shows an example of information processing related to resource lists for each category, specifically the classification of resources. This shows the information processing flow from the registration or updating of resource-related information and / or project-related information. This is a flowchart. This information processing is, for example, performed by the processing unit 100 of the management server 1. Resource classification unit 102, resource list output unit 105, assignment-related processing unit 106, and This is executed by the case registration unit 108.

[0119] In response to a user request (step SQ101), the resource classification unit 102 sorts the resources The items are classified into categories according to their operating status during the target period (Step S Q202) Display the aggregated results for each unit period in the first display unit (Step SQ203) The user can select a period and category via the aggregated results presented in the first display section. (Step SQ204), the resource list output unit 105 outputs a section corresponding to the selection operation. Display the resource list in the second display unit (step SQ205).

[0120] When the resource list is displayed and a user requests to allocate a resource: (Step SQ206; Requested), Assignment-related processing unit 106 processes the target resource for the case. Output the assignment registration screen for assigning to (step SQ207), and the assignment registration screen The system accepts user selection of projects and assigns the relevant resources to the selected projects. Execute the signature (Step SQ208). Also, provide the customer with available resources, etc. When a resource is introduced (step SQ209; requested), the resource introduction processing unit 107 will... The user selects which resources to introduce to the customer from the resources presented in the list. The system accepts the operation and generates introductory information to introduce the target resource (Step S). Q210). The resource referral processing unit 107 notifies the customer of the referral information generated in this way. (Step SQ211). The referral information will be notified to the sales representative of the user organization. This may be provided to the customer from now on. Also, if there is a request from the customer to create a proposal (Step SQ) 212; (as requested), the case registration unit 108 creates a customer proposal related to the target resource. Output the case registration screen (step SQ213), and input information on the case registration screen Based on this, a new project is registered with the target resource as a candidate for allocation (step SQ214).

[0121] The flowcharts shown in Figures 9 and 10 are merely examples of information processing, and represent the flow of information. The order of each step and the content of the processing performed in each step may be changed as appropriate. For example, in the flowchart of Figure 9, the user's input operation for the action label Only if the operation requests an update to the status-related information of the case, the status-related information will be updated. It may be modified to perform information updates. Also, in the flowchart of Figure 10, Processing related to resource assignment (steps SQ206-SQ208), available Processing related to introducing resources, etc., to customers (Steps SQ209-SQ211) , and the process related to registering cases for customer proposals (steps SQ212-214) The order in which these are performed is not important.

[0122] The information processing system of this embodiment provides information indicating the status and / or schedule of a case. It includes a case information storage unit 121 that stores detailed case information, including the case details, for each case. Based on the detailed information, the cases are categorized according to their status within each unit period. A case classification unit 101 is used to classify cases, and a list of cases for each category is generated based on the case classification results. It includes a case list output unit 103. The case list output unit 103 outputs a case list The details section for each case shown below contains action items corresponding to the status of the category. Present the label.

[0123] As described above, by classifying and managing projects into categories according to their status for each unit period, This makes it easier to grasp the overall status of projects for each period. Furthermore, it makes it easier to understand the details of each project shown in the project list. The column displays action labels indicating the action items corresponding to the status of the category. Therefore, we will clarify the necessary actions according to the status of each case and respond at the appropriate time. This can encourage it. Furthermore, the initial stage is divided into negotiations toward formal order, and the final stage is divided into two parts. So, for negotiations to continue, in the continuation stage, actions such as status confirmation and organization are taken. By presenting appropriate action items according to the situation, the necessary tasks at each stage of the project can be performed efficiently. It can proceed to that point.

[0124] In the information processing system of this embodiment, in response to the user's selection operation for an action label, Update the status-related information of the case. With this configuration, via the action items This allows for the reflection of actual work content in project information, enabling management that is in line with the reality of the project. Furthermore, In the information processing system of this embodiment, the second table is displayed according to the user's selection operation on the first display unit. The display unit can dynamically show detailed information such as a list of cases or a list of resources. In short, it allows you to dynamically check the status of projects or resources by specifying the period and category, and offers excellent usability. It enables sophisticated management.

[0125] Furthermore, the information processing system of this embodiment provides resource lists for each category according to the operating status. Reference information will be presented according to the operating status. In particular, for available resource categories, candidate projects And information regarding the proposed project will be presented as reference information, and the assignment process will be carried out based on said reference information. It can execute processes related to and / or customer proposals. The functions of the assignment-related processing unit 106 allow for the execution of these processes. It can efficiently allocate available resources to projects. Also, the resource referral processing unit 10 By introducing resources with available manpower to customers through step 7, we aim to make effective use of resources. This can lead to securing new projects.

[0126] Furthermore, in the information processing system of this embodiment, the allocation of resources is not yet complete. Extract unregistered projects and post requests to internal and / or external resources. It is equipped with the necessary functions. This configuration ensures that the resources required to carry out the project can be reliably secured. Furthermore, it becomes possible to establish a system for carrying out projects that cannot be handled with internal resources. .

[0127] As described above, the information processing system of this embodiment manages projects and resources in business. This allows for comprehensive and efficient support, ensuring project execution and managing projects and resources. This makes it possible to create business opportunities tailored to the changing market conditions.

[0128] The embodiments described above are merely illustrative to facilitate understanding of this disclosure and do not limit this disclosure. This disclosure is not intended for interpretation. This disclosure may be changed or improved without departing from its intent. This disclosure can be made possible, and it goes without saying that its equivalents are included.

[0129] For example, in the above embodiment, the categories of cases are "initial stage," "continuation stage," and "completion." The term "stage division" is just an example; more detailed divisions may be used depending on the industry or the characteristics of the project. It is possible to set a minute or different category. Also, as an item for the action label, Examples given include order status, progress status, and negotiation status regarding whether the deal will continue, but these are just examples, and the business operations Appropriate action items can be set according to the form. Furthermore, the first display unit and the Although a UI configuration with two display units has been given as an example, the configuration of the display units is not limited to the above, for example, The first and second display units can be displayed as separate windows, or they can be integrated into a single display unit. It is also possible to demonstrate this.

[0130] The information processing system described herein may be implemented as a standalone device. Multiple devices (such as cloud servers) that are partially or entirely connected to a network This may be implemented by, for example, the control unit (processor 10) and storage of the management server 1. The functions of J12 may be implemented by different servers connected to each other via a network. .

[0131] Furthermore, the series of processes performed by the information processing system described herein are software It is implemented using either hardware, or a combination of software and hardware. This may also be the case. A computer program for realizing each function of the management server 1 according to this embodiment It is also possible to create RAM and implement it in PCs, etc. A computer-readable recording medium containing grams can also be provided. Recording media include, for example, magnetic disks, optical disks, magneto-optical disks, and flash memory. Furthermore, the above computer program does not use a recording medium, for example, a network It may be delivered via a network.

[0132] Furthermore, the effects described herein are merely descriptive or illustrative and not limited to those described herein. Not applicable. In other words, the technology relating to this disclosure provides, along with or in lieu of the above effects. Furthermore, other effects may be apparent to those skilled in the art from the description herein.

[0133] The information processing system, information processing method, and program disclosed herein have the following configuration: It's okay if you do. [Item 1] Detailed project information, including the project status and / or schedule, for each project. The case information storage unit that stores the information, Based on the aforementioned project details, the status of the project for each unit period is as follows: A case classification unit that classifies cases into categories according to the S, A case list output unit generates a case list for each category based on the classification results of the aforementioned cases. And, equipped with, The aforementioned case list output unit displays the status of the category in the details column of each case shown in the case list. An information processing system that displays action labels indicating the items of action that correspond to the task. [Item 2] In response to the user's selection operation for the aforementioned action label, the status related to the aforementioned case The information processing system described in item 1 further includes a project information update unit for updating information. [Item 3] The aforementioned classifications according to the status are: the starting stage classification, the continuing stage classification, and the ending stage classification. An information processing system as described in item 1 or 2, including the classification. [Item 4] The action label corresponding to the aforementioned starting stage classification is as an item of the action. The information processing system described in item 3, which includes an item indicating the order status of the aforementioned project. [Item 5] The action label corresponding to the aforementioned continuation stage classification is as an item of the action. The information processing system described in item 3, including items that show the progress status of the aforementioned project. [Item 6] The action label corresponding to the classification of the termination stage is as an item of the action. The information processing system described in item 3, which includes an item indicating the status of negotiations regarding whether the aforementioned case can be continued. [Item 7] The aforementioned case classification unit classifies the cases into the categories according to their status for each unit period. The aggregated results are displayed in the first display unit. The aforementioned case list output unit allows the user to perform a period and an action via the aggregated results of the first display unit. And in response to the selection operation of the aforementioned category, the list of cases for the category corresponding to the selection operation is, An information processing system described in item 1 or 2, to be displayed on the display unit. [Item 8] Resource details, including assignment information showing the allocation status of resources to the aforementioned project, A resource information storage unit that stores resource information for each source, Based on the aforementioned resource details, the resources are defined for each unit period within the target period. A resource classification unit that classifies resources into categories according to their operating status, Based on the resource classification results, a resource list for each category according to the operating status is generated. An information processing system according to item 1 or 2, comprising a resource list output unit for generating resources. [Item 9] The resource list output unit then displays the details of each resource shown in the resource list. Information processing as described in item 8, which presents reference information according to the operating status of the aforementioned categories related to the - system. [Item 10] The aforementioned classification based on operational status categorizes resources that have available manpower during the target period. Includes available resource slots, The resource list output unit outputs the following as reference information corresponding to the available resource category: Information related to candidate projects to which the target resource has been tentatively assigned, and Information regarding proposals currently being presented to customers, as detailed in the resource list above. The information processing system described in item 9, as presented in the column. [Item 11] The I corresponding to the candidate case presented in the resource list of the available resource category In response to the user's selection operation for the icon corresponding to the proposal, the resource The assignment-related processing unit outputs an assignment registration screen for assigning a unit to a project, and further... An information processing system as described in item 10, to prepare for the above. [Item 12] In response to the user's selection operation for the resources displayed in the resource list, the selected Resource referral processing unit generates referral information to introduce the selected resource to the user's customers. The information processing system described in item 8, further comprising the above. [Item 13] In response to the user's selection operation for a resource under the aforementioned resource list, Output a case registration screen for creating customer proposals related to resources corresponding to the selection operation. The information processing system described in item 8 further includes a case registration section. [Item 14] The resource classification unit classifies the resources into the categories according to their operating status for a unit period. The aggregated results for each category are displayed in the first display unit. The resource list output unit receives the user data via the aggregated results of the first display unit. Depending on the period and the selection operation of the aforementioned category, the RISO of the aforementioned category corresponding to the selection operation The information processing system described in item 8 displays the list on the second display unit. [Item 15] Extract unregistered assignments where resource allocation has not been completed, and then... It further includes a project referral processing unit that performs processing related to the recruitment of resources for registered projects. The information processing system described in item 1. [Item 16] The aforementioned case introduction processing unit assigns cases to which the user's internal resources cannot be allocated. Identify unregistered cases, generate case summary information for the identified cases, and then extract the case summary information. The information processing system described in item 15 notifies the relevant resources. [Item 17] In response to the user's actions on the details field of any of the cases shown in the aforementioned case list, The project planning unit outputs a project plan registration screen corresponding to the contract type of the project selected in the work. The information processing system described in item 1, which is provided for the above. [Item 18] Detailed project information, including the project status and / or schedule, for each project. Memorizing and, Based on the aforementioned project details, the status of the project for each unit period is as follows: Classifying into categories according to the S, Based on the classification results of the aforementioned cases, a list of cases for each category will be output. In the details column for each case shown in the aforementioned case list, the action corresponding to the status of the aforementioned category is indicated. The presentation of action labels indicating items, and the information processing methods that a computer performs. . [Item 19] Detailed project information, including the project status and / or schedule, for each project. Memorizing and, Based on the aforementioned project details, the status of the project for each unit period is as follows: Classifying into categories according to the S, Based on the classification results of the aforementioned cases, a list of cases for each category will be output. In the details column for each case shown in the aforementioned case list, the action corresponding to the status of the aforementioned category is indicated. The process involves presenting action labels that indicate the items and providing instructions for the computer to perform those actions. Grams. [Explanation of Symbols]

[0134] 1. Management Server 2 User terminals

Claims

1. Detailed project information, including the project status and / or schedule, is provided for each project. The case information storage unit that stores the information, Based on the aforementioned project details, the status of the project for each unit period is as follows: A case classification unit that classifies cases into categories according to the S, A case list output unit generates a case list for each category based on the classification results of the aforementioned cases. And, equipped with, The aforementioned case list output unit displays the status of the category in the details column of each case shown in the case list. An information processing system that displays action labels indicating the items of action that correspond to the task.

2. In response to the user's selection operation for the aforementioned action label, the status related to the aforementioned case The information processing system according to claim 1, further comprising a case information update unit for updating information.

3. The aforementioned classifications according to the status are: the starting stage classification, the continuing stage classification, and the ending stage classification. An information processing system according to claim 1 or 2, including classification.

4. The action label corresponding to the aforementioned starting stage classification is as an item of the action. The information processing system according to claim 3, including an item indicating the order status of the aforementioned case.

5. The action label corresponding to the aforementioned continuation stage classification is as an item of the action. The information processing system according to claim 3, including an item indicating the progress status of the aforementioned case.

6. The action label corresponding to the classification of the termination stage is as an item of the action. The information processing system according to claim 3, including an item indicating the status of negotiations regarding whether the aforementioned case can be continued. 。

7. The aforementioned case classification unit classifies the cases into the categories according to their status for each unit period. The aggregated results are displayed in the first display unit. The case list output unit allows the user to perform a period and a process via the aggregated results of the first display unit. And in response to the selection operation of the aforementioned category, the list of cases for the category corresponding to the selection operation is, The information processing system according to claim 1 or 2, which is displayed on a display unit.

8. Resource details, including assignment information showing the allocation status of resources to the aforementioned project, A resource information storage unit that stores resource information for each source, Based on the aforementioned resource details, the resources are defined for each unit period within the target period. A resource classification unit that classifies resources into categories according to their operating status, Based on the resource classification results, a resource list for each category according to the operating status is generated. An information processing system according to claim 1 or 2, comprising a resource list output unit for generating resources. 。

9. The resource list output unit then displays the details of each resource shown in the resource list. The information processing according to claim 8, which presents reference information corresponding to the operating status of the aforementioned classifications related to the - A rational system.

10. The aforementioned classification based on operational status categorizes resources that have available manpower during the target period. Includes available resource slots, The resource list output unit outputs the following as reference information corresponding to the available resource category: Information related to candidate projects to which the target resource has been tentatively assigned, and Information regarding proposals currently being presented to customers, as detailed in the resource list. The information processing system according to claim 9, as presented in the column.

11. The I corresponding to the candidate case presented in the resource list of the available resource category In response to the user's selection operation for the icon corresponding to the proposal, the resource The assignment-related processing unit outputs an assignment registration screen for assigning a unit to a project, and further... The information processing system according to claim 10, which includes the following:

12. In response to the user's selection operation for a resource under the aforementioned resource list, Resource referral process that generates referral information to introduce the selected target resource to the user's customers. The information processing system according to claim 8, further comprising a section.

13. In response to the user's selection operation for a resource under the aforementioned resource list, Output a case registration screen for creating customer proposals related to resources corresponding to the selection operation. The information processing system according to claim 8, further comprising a case registration unit.

14. The resource classification unit classifies the resources into the categories according to their operating status for a unit period. The aggregated results for each are displayed in the first display unit. The resource list output unit receives the user data via the aggregated results of the first display unit. Depending on the period and the selection operation of the aforementioned category, the RISO of the aforementioned category corresponding to the selection operation The information processing system according to claim 8, wherein the list is displayed on a second display unit.

15. Extract unregistered assignments where resource allocation has not been completed, and then... It further includes a project referral processing unit that performs processing related to the recruitment of resources for registered projects. The information processing system according to claim 1.

16. The aforementioned case introduction processing unit assigns cases to which the user's internal resources cannot be allocated. Identify unregistered cases, generate case summary information for the identified cases, and then extract the case summary information. The information processing system according to claim 15, which notifies a part of the resources.

17. In response to the user's actions on the details field of any of the cases shown in the aforementioned case list, The project planning unit outputs a project plan registration screen corresponding to the contract type of the project selected in the work. The information processing system according to claim 1, further comprising the above.

18. Detailed project information, including the project status and / or schedule, is provided for each project. Memorizing and, Based on the aforementioned project details, the status of the project for each unit period is as follows: Classifying into categories according to the S, Based on the classification results of the aforementioned cases, a list of cases for each category will be output. In the details column for each case shown in the aforementioned case list, the action corresponding to the status of the aforementioned category is indicated. The presentation of action labels indicating items, and the information processing methods that a computer performs. 。

19. Detailed project information, including the project status and / or schedule, is provided for each project. Memorizing and, Based on the aforementioned project details, the status of the project for each unit period is as follows: Classifying into categories according to the S, Based on the classification results of the aforementioned cases, a list of cases for each category will be output. In the details column for each case shown in the aforementioned case list, the action corresponding to the status of the aforementioned category is indicated. The process involves presenting action labels that indicate the items and providing instructions for the computer to perform those actions. Grams.

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