Business support device, business support method, and business support program

Abstract

To make highly accurate projections of final costs even when no estimates are available during budget formulation. [Solution] The landing forecast input unit 102e generates landing forecast data for the target project based on the budget data and cost data stored in the storage unit 106, including the project, registration date, cost item, whether or not a quotation was issued, calculated budget amount, cost amount, calculated remaining budget amount (calculated budget amount - cost amount), and calculated landing forecast amount (cost amount + calculated remaining budget amount), and stores it in the storage unit 106. At this time, if the whether or not a quotation was issued is "no quotation", the calculated budget amount is calculated as budget amount × no quotation rate linked to the contract amount in the no quotation rate master 106a, and if the whether or not a quotation was issued is "quote issued", it is the budget amount.

Description

Technical Field

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[0001] The present invention relates to a business support device, a business support method, and a business support program.

Background Art

[0002] For example, in the construction industry, the scale of each project is large, and the gross profit of one project has a great impact on the company. Therefore, the refinement of the budget has become an industry issue. There are cases where a quotation is received when formulating the budget ("with quotation") and cases where no quotation is received when formulating the budget ("without quotation"). In the case of "with quotation", since a quotation is received from the supplier or subcontractor, the difference between the budget and the actual cost is small. On the other hand, in the case of "without quotation", since no quotation is received from the supplier or subcontractor, the difference between the budget and the actual cost is large. Conventionally, as a system for predicting landing, for example, there is Patent Document 1.

Prior Art Documents

Patent Documents

[0003]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0004] However, when "with quotation" and "without quotation" are managed together, there is a problem that analysis considering the status cannot be performed.

[0005] The present invention has been made in view of the above, and an object thereof is to provide a business support device, a business support method, and a business support program capable of performing highly accurate landing prediction even when there is no quotation at the time of budget formulation.

Means for Solving the Problems

[0006] To solve the above-mentioned problems and achieve the objective, the present invention provides a business support device equipped with a control unit, wherein the control unit is configured to access a storage area that stores a quotation no-commission master for which quotation no-commission rates are set according to the contract amount, and contract information data including project, customer, and contract amount, and budget input means for inputting budget data including project, budget registration date, cost item, quotation availability classification (specifying whether a quotation is provided or not), and budget amount and storing it in the storage area, and cost data including purchase number, project, purchase date, cost item, quotation availability classification, and cost amount and storing it in the storage area The system is characterized by comprising: a means for inputting purchases to be delivered; and a means for inputting estimated results that, for the target project, generates estimated results data including the project, registration date, cost item, whether or not a quotation is issued, calculated budget amount, cost amount, calculated remaining budget amount (calculated budget amount - cost amount), and calculated estimated final amount (cost amount + calculated remaining budget amount), wherein the calculated budget amount is calculated as budget amount × no quotation rate linked to the contract amount in the no quotation rate master if the whether or not a quotation is issued category is "no quotation", and as budget amount if the whether or not a quotation is issued category is "quote issued".

[0007] Furthermore, according to one aspect of the present invention, the landing forecast input means may, for projects that have been completed and for which the reference flag for revision of the estimate-free rate master of the contract information data is set to "reference", refer to the budget data and cost data to calculate the estimate-free rate for each contract amount range for the estimate-existence classification "no estimate", by dividing the total actual cost by the total budget, and set it in the estimate-free rate master.

[0008] Furthermore, according to one aspect of the present invention, the no-commission rate for estimates in the estimate no-commission master may be set higher as the contract amount increases.

[0009] Furthermore, according to one aspect of the present invention, the project may relate to construction work.

[0010] Furthermore, in order to solve the above-mentioned problems and achieve the objectives, the present invention provides a business support method executed by an information processing device equipped with a control unit, wherein the device is configured to be able to access a storage area that stores a quotation no-commission master for which quotation no-commission rates are set according to the contract amount, and contract information data including project, customer, and contract amount, and the control unit performs a budget input step of inputting budget data including project, budget registration date, cost account, quotation availability classification specifying whether a quotation is provided or not, and budget amount and storing it in the storage area, and inputting cost data including purchase number, project, purchase date, cost account, quotation availability classification, and cost amount The system is characterized by including a purchase input step which stores the purchase in the storage area, and a landing forecast input step which generates landing forecast data for the target project, based on the budget data and cost data stored in the storage area, including the project, registration date, cost item, whether or not a quotation was issued, calculated budget amount, cost amount, calculated remaining budget amount which is calculated budget amount - cost amount, and calculated landing forecast amount which is cost amount + calculated remaining budget amount, wherein the calculated budget amount is calculated as budget amount × no quotation rate linked to the contract amount in the no quotation rate master if the whether or not a quotation was issued category is "no quotation", and as budget amount if the whether or not a quotation was issued category is "quote issued".

[0011] Furthermore, in order to solve the above-mentioned problems and achieve the objectives, the present invention is a business support program to be executed by an information processing device equipped with a control unit, which is configured to be able to access a storage area that stores a quotation no-commission master for which quotation no-commission rates are set according to the contract amount, and contract information data including project, customer, and contract amount, and the control unit is configured to be able to access a budget input step in which budget data including project, budget registration date, cost item, quotation availability classification specifying whether a quotation is provided or not, and budget amount is input and stored in the storage area, and cost data including purchase number, project, purchase date, cost item, quotation availability classification, and cost amount is input and stored in the storage area The program is characterized by a business support program that enables the execution of a procurement input process to store in a storage area, and for the target project, generates estimated landing data including project, registration date, cost item, quotation status, calculated budget amount, cost amount, calculated budget remaining amount (calculated budget amount - cost amount), and calculated landing estimated amount (cost amount + calculated budget remaining amount), wherein the calculated budget amount is calculated as budget amount × quotation rate linked to the contract amount in the quotation rate master if the quotation status is "no quotation", and as budget amount if the quotation status is "quote". [Effects of the Invention]

[0012] According to the present invention, it is possible to make highly accurate projections of the final cost even when there are no estimates available during budget formulation. [Brief explanation of the drawing]

[0013] [Figure 1] Figure 1 is a block diagram showing an example of the configuration of a business support device according to this embodiment. [Figure 2] Figure 2 shows an example of the configuration of a master sheet for estimates without markups. [Figure 3] Figure 3 shows an example of the configuration of the allowable budget-to-actual ratio master. [Figure 4] Figure 4 is a diagram illustrating the overall processing outline of the business support device according to this embodiment. [Figure 5] FIG. 5 is a diagram for explaining a specific example of the processing of the control unit of the business support device according to the present embodiment. [Figure 6] FIG. 6 is a diagram for explaining a specific example of the processing of the control unit of the business support device according to the present embodiment. [Figure 7] FIG. 7 is a diagram for explaining a specific example of the processing of the control unit of the business support device according to the present embodiment. [Figure 8] FIG. 8 is a diagram for explaining a specific example of the processing of the control unit of the business support device according to the present embodiment. [Figure 9] FIG. 9 is a diagram for explaining a specific example of the processing of the control unit of the business support device according to the present embodiment. [Figure 10] FIG. 10 is a diagram for explaining a specific example of the processing of the control unit of the business support device according to the present embodiment. [Figure 11] FIG. 11 is a diagram for explaining a specific example of the processing of the control unit of the business support device according to the present embodiment. [Figure 12] FIG. 12 is a diagram for explaining a specific example of the processing of the control unit of the business support device according to the present embodiment. [Figure 13] FIG. 13 is a diagram for explaining a specific example of the processing of the control unit of the business support device according to the present embodiment. [Figure 14] FIG. 14 is a diagram for explaining a specific example of the processing of the control unit of the business support device according to the present embodiment. [Figure 15] FIG. 15 is a diagram for explaining a specific example of the processing of the control unit of the business support device according to the present embodiment. [Embodiments of the Invention]

[0014] Embodiments of the present invention will be described in detail based on the drawings. Note that the present invention is not limited to these embodiments.

[0015] [1. Overview] The outline of this invention will be explained in the following order: [1-1. Background and Problems], and [1-2. Solution].

[0016] [1-1. Background / Issues] For example, in the construction industry, each project is large in scale, and the gross profit from a single project has a significant impact on the company. Therefore, refining budgets is a challenge for the industry. There are two cases: "with estimates" where estimates are received when budgeting is planned, and "without estimates" where estimates are not received when budgeting is planned. "Without estimates" includes items purchased on a case-by-case basis or items paid on a daily basis.

[0017] In the case of "quote available," the difference between the budget and actual costs is small because a quotation has been received from the supplier or subcontractor. On the other hand, in the case of "no quotation available," the difference between the budget and actual costs is large because a quotation has not been received from the supplier or subcontractor.

[0018] Therefore, the following issues (1) and (2) arise. (1) Managing "with quotation" and "without quotation" together presents a challenge: it becomes impossible to perform analysis that takes status into account. (2) Without the distinction between "with estimate" and "without estimate," it is impossible to consider the range of variation when creating the budget. There is a challenge in that the factors causing the differences are different for "with estimate" and "without estimate," making it impossible to delve deeper into those differences.

[0019] [1-2. Solution] The present invention solves the problems described in (1) and (2) above as follows.

[0020] (1) Project-specific project forecasts using the options of projects with and without quotations. When creating a project forecast (revenue and expenditure forecast) for a project without a budget, the analysis should take into account the large difference between the budget and the actual result. For projects without a budget, the project forecast is based on the amount multiplied by a predetermined markup rate. The markup rate is managed in a master data format for each contract amount.

[0021] (2) Alerts for budget and cost amounts using "with quotation" and "without quotation" At project completion, the analysis will be conducted separately for projects with and without quotations. This will lead to improved accuracy in future budgeting. An alert will be issued if the budget-to-actual variance exceeds a set variance rate.

[0022] The business support device of this embodiment is widely applicable to industries that perform project-based management, such as the construction industry and the IT industry.

[0023] [2. Structure] An example of the configuration of the business support device 100 according to this embodiment will be described with reference to Figure 1. Figure 1 is a block diagram showing an example of the configuration of the business support device 100.

[0024] The business support device 100 is a commercially available desktop personal computer. However, the business support device 100 is not limited to stationary information processing devices such as desktop personal computers, but may also be portable information processing devices such as commercially available notebook personal computers, PDAs (Personal Digital Assistants), smartphones, or tablet personal computers.

[0025] The business support device 100 comprises a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each part of the business support device 100 is connected to communicate via any communication path.

[0026] The communication interface unit 104 connects the business support device 100 to the network 300 via communication devices such as routers and wired or wireless communication lines such as dedicated lines, enabling communication between them. The communication interface unit 104 has the function of communicating data with other devices via communication lines. Here, the network 300 has the function of connecting the business support device 100 and the server 200 so that they can communicate with each other, and is, for example, the internet or a LAN (Local Area Network).

[0027] The input / output interface unit 108 is connected to an input device 112 and an output device 114. The output device 114 can be a monitor (including a touch panel), a speaker, or a printer. The input device 112 can be a keyboard, a mouse, a microphone, or a monitor that works in conjunction with a mouse to provide pointing device functionality. In the following, the output device 114 may be referred to as the monitor 114 or printer 114, and the input device 112 may be referred to as the keyboard 112 or mouse 112.

[0028] The storage unit 106 stores various databases, tables, and files. The storage unit 106 also stores computer programs that work in cooperation with the OS (Operating System) to give instructions to the CPU (Central Processing Unit) to perform various processes. As the storage unit 106, for example, memory devices such as RAM (Random Access Memory) and ROM (Read Only Memory), fixed disk devices such as hard disks, flexible disks, and optical disks can be used. The storage unit 106 also stores the quotation no-mark rate master 106a, the allowable budget-actual ratio master 106b, contract information data, budget data, cost data, landing forecast data, analysis data, etc. Figure 2 shows an example of the configuration of the quotation no-mark rate master 106a. Figure 3 shows an example of the configuration of the allowable budget-actual ratio master 106b.

[0029] The Estimate No-Budget Master 106a sets a buffer for estimates without a budget, defined as the Estimate No-Budget Rate, based on the contract amount. As shown in Figure 2, the Estimate No-Budget Rate Master 106a can be composed of tables that associate, for example, the revision date, the contract amount range (below the contract amount), and the Estimate No-Budget Rate. The Estimate No-Budget Rate may be set higher for higher contract amounts.

[0030] The Permissible Budget-to-Act Ratio Master 106b sets the permissible budget-to-actual ratio ranges for contracts with and without quotations, categorized by contract amount. As shown in Figure 3, the Permissible Budget-to-Act Ratio Master can be composed of tables that associate and register the revision date, contract amount range (below the contract amount), and permissible budget-to-actual range (lower limit budget-to-actual ratio with quotation, lower limit budget-to-actual ratio without quotation, upper limit budget-to-actual ratio with quotation, upper limit budget-to-actual ratio without quotation). The permissible range for budget-to-actual ratios without quotations may be set wider than that for contracts with quotations. The permissible range for budget-to-actual ratios may be set wider as the contract amount increases.

[0031] Contract information data may include project (project number and / or project name), contract date, department, customer, contract amount, construction period, contract completion date, and a reference flag for revision of the estimate no-commission master.

[0032] Budget data may include the project (project number and / or project name), budget registration date, cost item, whether or not an estimate was provided (with estimate, without estimate), and budget amount.

[0033] Cost data may include purchase number, project (project number and / or project name), purchase date, cost account, whether or not a quotation was issued, and cost amount.

[0034] The projected end date data may include the project (project number and / or project name), registration date, cost item, whether or not an estimate was issued, budget amount, cost amount, remaining budget amount, calculated remaining budget amount, projected end date, and calculated projected end date.

[0035] The analysis data may include the project (project number and / or project name), cost item, whether or not an estimate was prepared, budget amount, actual cost, budget-to-actual ratio, and an analysis category indicating whether or not the budget-to-actual ratio is outside the acceptable budget-to-actual range of the allowable budget-to-actual ratio master 106b (indicating an alert).

[0036] The control unit 102 is a CPU or similar component that comprehensively controls the business support device 100. The control unit 102 has internal memory for storing control programs such as the OS, programs that define various processing procedures, and required data, and executes various information processing based on these stored programs.

[0037] The control unit 102 is configured to access the following stored in the storage unit 106: the estimate no-mark rate master 106a, the allowable budget-actual ratio master 106b, contract information data, budget data, cost data, projected results data, analysis data, etc. Note that the estimate no-mark rate master 106a, the allowable budget-actual ratio master 106b, contract information data, budget data, cost data, projected results data, analysis data, etc. may be stored in another location (for example, server 200), as long as the control unit 102 can access them.

[0038] Functionally, the control unit 102 comprises a master maintenance unit 102a, a contract information input unit 102b, a budget input unit 102c, a procurement input unit 102d, a landing forecast input unit 102e, an analysis output unit 102f, and a screen display control unit 102g.

[0039] The master maintenance unit 102a performs editing such as inputting, adding, and changing data in the estimate no-marking rate master 106a and the allowable budget-actual ratio master 106b, for example, in response to operator operations on the master maintenance screen (not shown) displayed on the monitor 114.

[0040] The contract information input unit 102b inputs contract information data in response to, for example, the operator's actions on a contract information input screen (not shown) displayed on the monitor 14, and stores it in the storage unit 106.

[0041] The budget input unit 102c inputs budget data in response to, for example, the operator's actions on the budget input screen displayed on the monitor 14, and stores it in the storage unit 106.

[0042] The purchase input unit 102d inputs cost data in response to, for example, the operator's actions on a purchase input screen (not shown) displayed on the monitor 14, and stores it in the storage unit 106.

[0043] The landing forecast input unit 102e generates landing forecast data for the target project based on the budget data and cost data stored in the storage unit 106, including the project, registration date, cost item, whether or not a quotation was issued, calculated budget amount, cost amount, calculated remaining budget amount (calculated budget amount - cost amount), and calculated landing forecast amount (cost amount + calculated remaining budget amount), and stores it in the storage unit 106. At this time, if the quotation status is "no quotation", the calculated budget amount is calculated as budget amount × no quotation rate linked to the contract amount in the no quotation rate master 106a, and if the quotation status is "quote issued", it is the budget amount.

[0044] Furthermore, for projects that have been completed and whose contract information data's "Reference Flag for Estimate No-Markup Rate Master Revision" is set to "Reference", the landing forecast input unit 102e references budget data and cost data to calculate the estimate no-markup rate for each contract amount range using the actual total cost / budget total, for projects with an estimate presence / absence classification of "No Estimate", and sets it in the estimate no-markup rate master 106a.

[0045] The analysis output unit 102f outputs analysis data for the target project, based on the budget data and cost data stored in the memory unit 106. This analysis data includes the project, cost item, whether or not an estimate was provided, budget amount, actual cost (the sum of the cost data), budget-to-actual ratio (actual cost / budget amount), and an analysis category indicating whether the budget-to-actual ratio is within the range of the allowable budget-to-actual variance rate linked to the contract amount and the estimate-provided / not-provided category in the allowable budget-to-actual ratio master 106b.

[0046] The screen display control unit 102g controls the display and input of various screens displayed on the monitor 114 (for example, the contract information input screen, budget input screen, procurement (cost) input screen, landing forecast input screen, budget-to-actual ratio alert output screen, etc.).

[0047] Furthermore, instead of inputting data master data through an input screen, it may be imported from an external source, for example, and known technologies may be used for data master input. In this specification, "data master input" means input using any known technology.

[0048] [3. Specific examples] Referring to Figures 1 to 15, a specific example of the processing performed by the control unit 102 of the business support device 100 in this embodiment will be described.

[0049] [3-1. Overall Processing] Figure 4 is a diagram illustrating the overall processing overview of the control unit 102 of the business support device 100 in this embodiment.

[0050] Referring to Figure 4, the overall processing of the control unit 102 of the business support device 100 in this embodiment will be explained. In Figure 4, the contract information input unit 102b executes the contract information input process (step S1). Specifically, in the contract information input process, the contract information input unit 102b inputs contract information data in response to, for example, the operator's operation on a contract information input screen (not shown) displayed on the monitor 14, and stores it in the storage unit 106.

[0051] The budget input unit 102c executes the budget input process (step S2). Specifically, in the budget input process, the budget input unit 102c inputs project budget data in response to, for example, the operator's actions on a budget input screen (not shown) displayed on the monitor 14, and stores it in the storage unit 106.

[0052] The purchase input unit 102d executes the purchase input process (step S3). Specifically, in the purchase input process, the purchase input unit 102d inputs cost data in response to, for example, the operator's actions on a purchase input screen (not shown) displayed on the monitor 14, and stores it in the storage unit 106.

[0053] The landing forecast input unit 102e executes the landing forecast input process (step S4). Specifically, in the landing forecast input process, the landing forecast input unit 102e generates landing forecast data for the target project based on the budget data and cost data stored in the storage unit 106, including the project, registration date, cost item, whether or not a quotation was issued, calculated budget amount, cost amount, calculated remaining budget amount (calculated budget amount - cost amount), and calculated landing forecast amount (cost amount + calculated remaining budget amount), and stores it in the storage unit 106. At this time, if the whether or not a quotation was issued is "no quotation", the calculated budget amount is calculated as budget amount × no quotation rate linked to the contract amount in the no quotation rate master 106a, and if the whether or not a quotation was issued is "quote issued", it is the budget amount.

[0054] Furthermore, for projects that have been completed and whose contract information data reference flag for the estimate-free markup rate master revision is set to "reference", the landing forecast input unit 102e may refer to the budget data and cost data to calculate the estimate-free markup rate for each contract amount range for the estimate-free markup category "no estimate", using the actual total cost / budget total, and set it in the estimate-free markup rate master 106a.

[0055] The analysis output unit 102f executes the analysis output process (step S5). Specifically, in the analysis output process, the analysis output unit 102f outputs analysis data for the target project, based on the budget data and cost data stored in the storage unit 106. This analysis data includes the project, cost account, quotation availability classification, budget amount, actual cost (the sum of the cost data), budget-to-actual ratio (actual cost / budget amount), and an analysis classification indicating whether the budget-to-actual ratio is within the range of the allowable budget-to-actual variance rate linked to the contract amount and quotation availability classification (quote available / no quotation) in the allowable budget-to-actual ratio master 106b, and stores it in the storage unit 106.

[0056] [3-2. Sample Data] Figures 5 to 15 are diagrams showing sample data to illustrate a specific example of the processing performed by the control unit 102 of the business support device 100 in this embodiment. A specific example of the processing performed by the control unit 102 of the business support device 100 in this embodiment will be explained with reference to Figures 5 to 15.

[0057] (S1: Contract information input process) Referring to Figure 5, a specific example of the contract information input process will be explained. The contract information input process registers project information. The contract information input unit 102b inputs contract information data in response to, for example, the operator's actions on a contract information input screen (not shown) displayed on the monitor 114, and stores it in the storage unit 106.

[0058] Figure 5 shows an example of contract information data. The contract information data may include project number, project name, contract date, department, customer, contract amount, construction period, contract completion date, and a reference flag for revision of the no-commission master for estimates. In the example shown in the figure, the project number is "PJ0001", project name is "○○ Building, New Construction", contract date is "2024 / 10 / 1", department is "Department A", customer is "SEI001:□△ Industries", contract amount is "¥1,000,000", construction period is "2024 / 10 / 1~2025 / 3 / 15", contract completion date is "2025 / 3 / 15", and the reference flag for revision of the no-commission master for estimates is "Reference".

[0059] (S2: Budget input processing) A specific example of the budget input process will be explained with reference to Figures 6 and 7. The budget input process sets the budget for each cost item, separately for items with and without estimates. The budget input unit 102c inputs budget data and stores it in the storage unit 106, for example, in response to operator operations on the budget input screen 400 displayed on the monitor 114.

[0060] Figure 6 shows an example of the display of the budget input screen 400. The budget input screen 400 includes a header 401 for entering the project number and budget registration date, a detail area 402 for entering budget details (cost items, amounts with estimates, amounts without estimates, total budget amount), an area 403 for displaying the contract amount, total budget amount, and projected profit, and a registration button (not shown).

[0061] When the registration button (not shown) is pressed, budget data corresponding to the input content on the budget input screen 400 is registered in the storage unit 106. In the example shown in Figure 6, the header 401 contains the project number "PJ0001: ○○ Building New Construction" and the budget registration date "2024 / 10 / 1". In the details area 402, the first line contains the cost item "Outsourcing Costs", the amount with estimate "¥200,000", the amount without estimate "¥100,000", and the total budget amount "¥300,000", and the second line contains the cost item "Material Costs", the amount with estimate "¥100,000", the amount without estimate "¥50,000", and the total budget amount "¥150,000". For example, with the input content shown in Figure 6, the budget data shown in Figure 7 will be registered.

[0062] Figure 7 shows an example of budget data. The budget data may include project number, budget registration date, cost item, whether or not an estimate is provided (with estimate, without estimate), and budget amount. For outsourcing costs, since there are parts for which estimates are received at the time of budgeting and parts for which payments are planned on a daily basis, budgets are set separately for parts for which estimates are provided and parts for which estimates are not provided. Similarly, for material costs, since there are parts for which estimates are received at the time of budgeting and parts for which purchases are planned as needed, budgets are set separately for parts for which estimates are provided and parts for which estimates are not provided.

[0063] (S3: Purchase Input Processing) Refer to Figure 8 to explain a specific example of the purchase input process. In the purchase input process, cost data is created for the costs incurred in daily operations. The purchase input unit 102d inputs cost data in response to, for example, the operator's actions on a purchase input screen (not shown) displayed on the monitor 114, and stores it in the storage unit 106.

[0064] Figure 8 shows an example of cost data. The cost data may include purchase number, project number, purchase date, cost account, quotation status, and cost amount. In the example shown in the figure, the first row contains purchase number "S0001", project number "PJ0001", purchase date "2024 / 10 / 20", cost account "outsourcing expenses", quotation status "quote provided", and cost amount "¥20,000".

[0065] (S4: Landing prediction input processing) Refer to Figures 9 to 12 to explain a specific example of the landing forecast input process. In the landing forecast input process, landing forecasts are made for each project on a monthly basis, and for amounts without estimates, the landing forecast is made taking into account the estimate-free markup rate master 106a. The landing forecast input unit 102e generates landing forecast data for the target project based on budget data and cost data, including project, registration date, cost item, estimate presence / absence classification, calculated budget amount, cost amount, calculated budget balance (calculated budget amount - cost amount), and calculated landing forecast amount (cost amount + calculated budget balance). At this time, if the estimate presence / absence classification is "no estimate", the calculated budget amount is calculated as budget amount × estimate-free markup rate linked to the contract amount using the estimate-free markup rate master 106a, and if the estimate presence / absence classification is "estimate", it is the budget amount.

[0066] Figure 9 shows an example of data for the Quotation No-Markup Rate Master 106a. The Quotation No-Markup Rate Master 106a sets a buffer for quotations without a budget, defined as the Quotation No-Markup Rate, based on the contract amount. The Quotation No-Markup Rate Master 106a can be composed of tables that associate and register the revision date, contract amount range (expressed as below the contract amount), and Quotation No-Markup Rate. The Quotation No-Markup Rate may be set wider as the contract amount increases. The contract amount is obtained and referenced from the contract information data.

[0067] In the example shown in the figure, the first line shows the revision date "2024 / 4 / 1", the contract amount range "~¥1,000,000 or less", and the no-commission rate on the estimate "105%", the second line shows the revision date "2024 / 4 / 1", the contract amount range "¥1,000,000~¥2,000,000 or less", and the no-commission rate on the estimate "110%", the third line shows the revision date "2024 / 4 / 1", the contract amount range "¥2,000,000~¥3,000,000 or less", and the no-commission rate on the estimate "115%", and so on.

[0068] Figure 10 shows an example of the display of the project forecast input screen 500. The project forecast input screen 500 includes a header 501 for entering the project number and registration date, a detail area 502 for displaying details of the project forecast (cost item, whether or not an estimate was issued, budget amount, calculated budget amount, cost amount, remaining budget amount, calculated remaining budget amount, projected

[0069] When the registration button (not shown) is pressed, landing budget data corresponding to the input (display) content on the landing forecast input screen 500 is registered in the storage unit 106. In the case of the input content on the landing forecast input screen 500 shown in Figure 10, the landing forecast data shown in Figure 11 is registered.

[0070] Each amount is calculated using the project number as the key, as follows (see Figure 11). (1) Budget amount: Refer to budget data (2) Calculated budget amount No estimate provided: Budget amount × No estimate provided discount rate → Amount considering any additional costs that may arise. Quotation available: Budgeted amount (3) Cost amount: Refer to cost data (4) Remaining budget: Budget amount - Cost amount Calculated budget remaining amount: Calculated budget amount - Cost amount Estimated final amount: Cost price + remaining budget Estimated final amount: Cost amount + remaining budget Contract amount: Refer to contract information data. Total budget amount: Sum of budgeted amounts Projected profit: Contract amount - Total budget Total calculated budget amount: Sum of calculated budget amounts Calculated projected profit: Contract amount - Calculated total budget amount

[0071] Figure 11 shows an example of projected end date data. Projected end date data may include project number, registration date, cost item, whether or not an estimate was issued, budget amount, cost amount, remaining budget amount, calculated remaining budget amount, projected end date, and calculated projected end date.

[0072] Referring to Figure 12, the revision (update) of the estimate no-commission master 106a will be explained. Furthermore, for projects that have been completed and for which the reference flag for estimate no-commission master revision in the contract information data is set to "reference", the landing forecast input unit 102e refers to the budget data and cost data, calculates the estimate no-commission rate for each contract amount range for the estimate presence / absence category "no estimate", using the actual total cost / budget total, and sets it in the estimate no-commission master 106a.

[0073] The calculation is performed at the time of settlement, covering all construction projects completed during the year. Completed projects are determined by whether a date is entered in the "Contract Completion Date" field of the contract information data. The calculation is performed only for projects where the "Reference Flag" for the revised estimate no-commission master in the contract information data is set to "Reference". The estimate no-commission rate is calculated for each contract amount as follows: Total actual cost ÷ Total budget.

[0074] Figure 12(A) shows an example of extracted contract information data, Figure 12(B) shows an example of extracted data for the presence or absence of quotations by contract amount range, total budget, and total actual cost, and (C) shows an example of revised quotation no-commission master 106a data.

[0075] In this example, we will target project numbers "PJ0001" and "PJ0003," where the reference flag for the revised estimate no-commission master in the contract information data is set to "Reference." For contract amounts within the range of "~¥1,000,000," the estimate no-commission is calculated as actual total cost "¥1,100,000" ÷ total budget "¥1,000,000" = 110%, and the revision date "2025 / 4 / 1," contract amount below "¥1,000,000," and estimate no-commission "110%" are added to estimate no-commission master 106a. Additionally, for contract amounts between ¥1,000,000 and ¥2,000,000, the no-markup rate on the estimate is calculated as follows: Actual total cost ¥3,450,000 ÷ Total budget ¥3,000,000 = 115%. Then, the revision date "2025 / 4 / 1", contract amount below ¥2,000,000, and no-markup rate on the estimate "115%" are added to estimate no-markup rate master 106a.

[0076] (S5: Analysis data output processing) Refer to Figures 13 to 15 to explain a specific example of the analysis data output process. In the analysis data output process, a budget variance analysis is performed using the "with estimate" category for review purposes upon project completion. The analysis output unit 102f outputs analysis data for the target project, based on budget data and cost data, including the project, cost item, "with estimate" category, budget amount, actual cost (the sum of cost data), budget-to-actual ratio (actual cost / budget amount), and an analysis category indicating whether the budget-to-actual ratio is within the range of the allowable budget-to-actual variance rate linked to the "with estimate" and "without estimate" categories in the allowable budget-to-actual ratio master 106b.

[0077] Figure 13 shows an example of data for the Allowable Budget-to-Act Ratio Master 106b. The Allowable Budget-to-Act Ratio Master 106b sets the allowable budget-to-actual ratio range for each contract amount, with and without a quotation. The Allowable Budget-to-Act Ratio Master includes the following fields: revision date, contract amount range (below the contract amount), lower limit budget-to-actual ratio with quotation, lower limit budget-to-actual ratio without quotation, upper limit budget-to-actual ratio with quotation, and upper limit budget-to-actual ratio without quotation. The allowable range for the budget-to-actual ratio without a quotation may be set wider than that for a quotation. The allowable range for the budget-to-actual ratio may be set wider as the contract amount increases.

[0078] In the example shown in the figure, the first row is set as follows: revision date "2024 / 4 / 1", contract amount range "0~¥1,000,000", lower limit budget-to-actual ratio with estimate "95%", lower limit budget-to-actual ratio without estimate "90%", upper limit budget-to-actual ratio with estimate "105%", upper limit budget-to-actual ratio without estimate "110%", and the second row is set as follows: revision date "2024 / 4 / 1", contract amount range "¥1,000,000~¥2,000,000", lower limit budget-to-actual ratio with estimate "95%", lower limit budget-to-actual ratio without estimate "90%", upper limit budget-to-actual ratio with estimate "105%", upper limit budget-to-actual ratio without estimate "110%". In these examples, the acceptable range for the budget-to-actual ratio without an estimate is "90% to 110%", while the acceptable range for the budget-to-actual ratio with an estimate is "95% to 105%".

[0079] Figure 14 shows an example of the display of the budget-actual ratio alert output screen 600. The budget-actual ratio alert output screen 600 has a field for entering the project number, a field for entering the analysis target category, and an output button for outputting the analysis data. The analysis target category can be selected as "with quotation," "without quotation," or "unspecified" (with quotation + without quotation). When the output button is pressed, analysis data corresponding to the project number and analysis target category is created and displayed.

[0080] Figure 15 shows an example of analysis data output. The analysis data may include project number, cost item, whether or not an estimate was prepared, budget amount, actual cost, budget-to-actual ratio, and analysis category. The example shown in the figure is an example where project number "PJ0001" is specified.

[0081] Each amount is calculated using the project number as the key, as follows: Budget amount: Referenced from budget data Actual cost: Total of cost data Budget vs. Actual Cost Ratio: Actual Cost / Budgeted Amount Analysis Category: Obtain the contract amount from the contract information data using the project number, and obtain the record from the allowable budget-to-actual ratio master 106b using the contract amount. For data with estimates, if the budget-to-actual ratio is below the lower limit budget-to-actual ratio for estimates, or above the upper limit budget-to-actual ratio for estimates, an alert mark "○" is placed indicating that it is outside the acceptable range. On the other hand, for data without estimates, if the budget-to-actual ratio is below the lower limit budget-to-actual ratio for non-estimated estimates, or above the upper limit budget-to-actual ratio for non-estimated estimates, an alert mark "○" is placed indicating that it is outside the acceptable range.

[0082] In the example shown in Figure 15, the contract amount in the contract information data for project No. "PJ0001" is "¥1,000,000", so the first row record of the allowable budget-actual ratio master 106b is retrieved. The cost item "Outsourcing expenses", quotation status "Quotation issued", budget amount "¥200,000", actual cost "¥220,000", and budget-actual ratio "110%" in the first row all exceed the upper limit budget-actual ratio of "105%" for quotations issued in the allowable budget-actual ratio master 106b, so the analysis category is set to "Alert target "○". For the fourth row, the cost item "Materials Cost," the quotation status "No quotation," the budgeted amount "¥50,000," the actual cost "¥30,000," and the budget-to-actual ratio "60%" are below the lower limit of the budget-to-actual ratio for those without quotations, "95%", in the allowable budget-to-actual ratio master 106b, so the analysis category will be set to "Alert Target '○'."

[0083] As described above, according to this embodiment, the landing forecast input unit 102e generates landing forecast data for the target project based on the budget data and cost data stored in the storage unit 106, including the project, registration date, cost item, whether or not an estimate was issued, calculated budget amount, cost amount, calculated remaining budget amount (calculated budget amount - cost amount), and calculated landing forecast amount (cost amount + calculated remaining budget amount), and stores it in the storage unit 106. At this time, if the whether or not an estimate was issued category is "no estimate", the calculated budget amount is calculated as budget amount × no estimate rate linked to the contract amount in the no estimate rate master 106a, and if the whether or not an estimate was issued category is "estimated", it is calculated as the budget amount. This makes it possible to make a highly accurate landing forecast even if there is no estimate when the budget is formulated.

[0084] Furthermore, the analysis output unit 102f outputs analysis data for the target project, based on the budget data and cost data stored in the memory unit 106. This analysis includes the project, cost item, whether or not an estimate was provided, budget amount, actual cost (the sum of the cost data), budget-to-actual ratio (actual cost / budget amount), and an analysis category indicating whether the budget-to-actual ratio is within the range of the allowable budget-to-actual variance rate linked to the contract amount and the estimate-provided / non-estimated categories in the allowable budget-to-actual ratio master 106b. This makes it possible to analyze the difference between budget and actual cost separately for projects with and without estimates during project reviews.

[0085] [4. Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This embodiment can contribute to improving operational efficiency and promoting appropriate management decisions by companies, thereby contributing to SDGs Goals 8 and 9.

[0086] Furthermore, this embodiment can contribute to reducing waste and promoting paperless and digital processes, thereby contributing to SDGs Goals 12, 13, and 15.

[0087] Furthermore, this embodiment can contribute to strengthening control and governance, thereby enabling contributions to SDG Goal 16.

[0088] [5. Other Embodiments] In addition to the embodiments described above, the present invention may be implemented in various different embodiments within the scope of the technical idea described in the claims.

[0089] For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically can be performed manually, or all or part of the processes described as being performed manually can be performed automatically by known methods.

[0090] Furthermore, the processing procedures, control procedures, specific names, information including parameters such as registration data and search conditions for each process, screen examples, and database configuration shown in this specification and in the drawings may be changed at will unless otherwise specified.

[0091] Furthermore, with respect to the business support device 100, each component shown in the diagram is a functional concept and does not necessarily need to be physically configured as shown.

[0092] For example, the processing functions of the business support device 100, particularly those performed by the control unit, may be implemented in whole or in part by a CPU and a program interpreted and executed by the CPU, or they may be implemented as wired logic hardware. The program is recorded on a non-temporary computer-readable recording medium containing programmed instructions for the information processing device to execute the processing described in this embodiment, and is mechanically read by the business support device 100 as needed. That is, a storage unit such as ROM or HDD (Hard Disk Drive) contains a computer program that works in cooperation with the OS to give instructions to the CPU and perform various processing tasks. This computer program is executed by being loaded into RAM and works in cooperation with the CPU to constitute the control unit.

[0093] Furthermore, this computer program may be stored on an application program server connected to the business support device 100 via any network, and it is possible to download all or part of it as needed.

[0094] Furthermore, the program for executing the processing described in this embodiment may be stored on a non-temporary computer-readable recording medium, or it may be configured as a program product. Here, "recording medium" includes any "portable physical medium" such as memory cards, USB (Universal Serial Bus) memory, SD (Secure Digital) cards, flexible disks, magneto-optical disks, ROMs, EPROMs (Erasable Programmable Read Only Memory), EEPROMs (Registered Trademark) (Electrically Erasable and Programmable Read Only Memory), CD-ROMs (Compact Disk Read Only Memory), MOs (Magneto-Optical disks), DVDs (Digital Versatile Disks), and Blu-ray (Registered Trademark) Discs.

[0095] Furthermore, "program" refers to a data processing method described in any language or writing method, regardless of its format, such as source code or binary code. Note that "program" is not necessarily limited to a single, monolithic structure; it also includes distributed structures consisting of multiple modules or libraries, and those that work in cooperation with other programs, such as an operating system, to achieve their functions. Regarding the specific configuration and reading procedures for reading the recording medium in each device shown in the embodiments, as well as the installation procedures after reading, well-known configurations and procedures can be used.

[0096] The various databases stored in the memory unit are storage means such as RAM, ROM, other memory devices, hard disks, flexible disks, and optical disks, and store various programs, tables, databases, and web page files used for various processes and website provision.

[0097] Furthermore, the business support device 100 may be configured as a known personal computer or workstation or other information processing device, or as an information processing device to which any peripheral devices are connected. Alternatively, the business support device 100 may be implemented by installing software (including programs or data, etc.) that realizes the processing described in this embodiment on the device.

[0098] Furthermore, the specific forms of distribution and integration of the devices are not limited to those shown in the illustration, and all or part of them can be configured by functionally or physically distributing and integrating them in any unit according to various additions or functional loads. In other words, the embodiments described above may be implemented in any combination, or the embodiments may be implemented selectively. [Explanation of Symbols]

[0099] 100 Business support equipment 102 Control Unit 102a Master Maintenance Department 102b Contract Information Input Section 102c Budget Input Section 102d Purchase Input Section 102e Landing prediction input section 102f Analysis output section 102g Screen Display Control Unit 104 Communication Interface Section 106 Storage section 106a Quotation No-Markup Master 106b Allowable Forecast vs. Actual Ratio Master 108 Input / Output Interface Section 112 Input device 114 Output device 200 servers 300 Networks

Claims

1. A business support device equipped with a control unit, The control unit, A master of quotes with no markup rates set for each contract amount, Contract information data including project, client, and contract amount, It is configured to allow access to the memory area that stores it, Specify the project, budget registration date, cost item, and whether or not a quotation is provided. A budget input means that inputs budget data, including the budget amount, and stores it in the storage area. A purchase input means that inputs cost data including purchase number, project, purchase date, cost item, whether or not a quotation was issued, and cost amount, and stores it in the aforementioned storage area, For the target project, based on the budget data and cost data stored in the aforementioned storage area, estimated end date data is generated including the project, registration date, cost item, whether or not a quotation was issued, calculated budget amount, cost amount, calculated remaining budget amount (calculated budget amount - cost amount), and calculated estimated end date amount (cost amount + calculated remaining budget amount). In this process, the calculated budget amount is calculated as budget amount × the no-quote rate linked to the contract amount in the no-quote rate master if the "no quotation" category is "no quotation," and as the budget amount if the "quote was issued" category is "quote issued." A business support device characterized by being equipped with the following features.

2. The business support device according to claim 1, characterized in that, for projects that have been completed and for which the reference flag for revision of the estimate-free rate master of the contract information data is set to "reference", the business support device according to claim 1 refers to the budget data and cost data, calculates the estimate-free rate for each contract amount range for the estimate-free category "no estimate", by dividing the total actual cost by the total budget, and sets it in the estimate-free rate master.

3. The business support device according to claim 1 or 2, characterized in that the no-commission rate for estimates in the aforementioned no-commission rate master is set higher the higher the contract amount.

4. The business support device according to claim 1, characterized in that the project relates to construction work.

5. A business support method performed by an information processing device equipped with a control unit, A master of quotes with no markup rates set for each contract amount, Contract information data including project, client, and contract amount, It is configured to allow access to the memory area that stores it, The control unit is executed as follows: Specify the project, budget registration date, cost item, and whether or not a quotation is provided. A budget input step involves inputting budget data, including the budget amount, and storing it in the storage area. A purchase input process involves inputting cost data including purchase number, project, purchase date, cost item, whether or not a quotation was issued, and cost amount, and storing it in the aforementioned storage area. For the target project, based on the budget data and cost data stored in the aforementioned storage area, estimated end date data is generated including the project, registration date, cost item, whether or not a quotation was issued, calculated budget amount, cost amount, calculated remaining budget amount (calculated budget amount - cost amount), and calculated estimated end date amount (cost amount + calculated remaining budget amount). In this process, the calculated budget amount is calculated as budget amount × the no-quote rate linked to the contract amount in the no-quote rate master if the "no quotation" category is "no quotation," and as the budget amount if the "quote was issued" category is "quote issued." A business support method characterized by including the following.

6. A business support program to be executed by an information processing device equipped with a control unit, A business support method performed by an information processing device equipped with a control unit, A master of quotes with no markup rates set for each contract amount, Contract information data including project, client, and contract amount, It is configured to allow access to the memory area that stores it, The control unit, Specify the project, budget registration date, cost item, and whether or not a quotation is provided. A budget input step involves inputting budget data, including the budget amount, and storing it in the storage area. A purchase input process involves inputting cost data including purchase number, project, purchase date, cost item, whether or not a quotation was issued, and cost amount, and storing it in the aforementioned storage area. For the target project, based on the budget data and cost data stored in the aforementioned storage area, estimated end date data is generated including the project, registration date, cost item, whether or not a quotation was issued, calculated budget amount, cost amount, calculated remaining budget amount (calculated budget amount - cost amount), and calculated estimated end date amount (cost amount + calculated remaining budget amount). In this process, the calculated budget amount is calculated as budget amount × the no-quote rate linked to the contract amount in the no-quote rate master if the "no quotation" category is "no quotation," and as the budget amount if the "quote was issued" category is "quote issued." A business support program to enable the execution of tasks.

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