PROGRAM, INFORMATION PROCESSING APPARATUS AND METHOD

Abstract

To provide a technique for presenting a budget / actual management report and a landing forecast report for project management.SOLUTION: A server 20 of a project management system 1 comprises, as its functions, a project schedule acquisition module 2033 that acquires schedule information including project budgets and scheduled man-hours, a project performance acquisition module 2034 that acquires performance information including project budget consumption and actual man-hours, a budget / actual management report generating / updating module 2035 for generating a budget / actual management report showing the actual performance against the project schedule based on the project schedule information and the project performance information, and a landing prediction report generation update module 2037 that generates a landing prediction report indicating the prediction of the transition of the project in the future based on the project schedule information and the project performance information.SELECTED DRAWING: Figure 3

Description

[Technical field]

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

[0002] In so-called project-based businesses, such as consulting for specific companies or projects to build application programs or systems, budget-versus-actual management is carried out to grasp income and expenditure by matching personnel expenses with sales and to grasp the progress of the project.

[0003] As a technique for managing such projects, Patent Document 1 discloses a technique for a system that calculates a predicted value of the final cost of a project. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] JP 2012-238049 A Summary of the Invention [Problem to be solved by the invention]

[0005] By the way, in order to properly manage a project, it is necessary not only to grasp the progress of the project but also to properly manage the expected end result from the progress of the project. The system described in the above Patent Document 1 is capable of calculating the predicted value of the final project cost, but there is a demand for a function that allows real-time management corresponding to information updates such as the progress status.

[0006] Therefore, this disclosure describes a technology that enables acquiring actual information such as progress status, updating information in real time based on the acquired information, and presenting budget / actual management reports and final forecast reports for project management. [Means for solving the problem]

[0007] According to an embodiment of the present disclosure, a program is provided for supporting the execution of a project related to a user's business by being executed by a computer including a processor and a memory. Planned information of the project is registered in the memory. The program causes the processor to execute the following steps: acquiring performance information of the personnel engaged in the project engaged in the project; generating a budget / actual management report showing the performance against the project plan based on the project plan information and the acquired project performance information, and presenting the report to a user; generating a project forecast report showing a future progress forecast of the project based on the project plan information and the acquired project performance information, and presenting the report to the user; and updating the budget / actual management report and the project forecast report after the budget / actual management report and the project forecast report are generated based on the acquired project performance information and change information on the project plan information.

[0008] According to an embodiment of the present disclosure, an information processing device is provided that includes a control unit and a storage unit and supports the execution of a project related to a user's business. Planned information of the project is registered in the storage unit. The control unit executes the following steps: acquiring performance information of the project by personnel engaged in the project; generating a budget / actual management report showing the performance against the project plan based on the project plan information and the acquired project performance information, and presenting the report to a user; generating a project forecast report showing the future progress forecast of the project based on the project plan information and the acquired project performance information, and presenting the report to the user; and updating the budget / actual management report and the project forecast report after generating the budget / actual management report and the project forecast report based on the acquired project performance information and change information on the project plan information.

[0009] According to an embodiment of the present disclosure, there is provided a method for supporting the execution of a project related to a user's business, the method being executed by a computer including a processor and a memory. Planned information of the project is registered in the memory. The method includes the steps of: acquiring performance information of the personnel engaged in the project, generating a budget / actual management report showing the performance against the project plan based on the scheduled information of the project and the acquired actual information of the project, and presenting the report to a user; generating a project forecast report showing a future progress forecast of the project based on the scheduled information of the project and the acquired actual information of the project, and presenting the report to the user; and updating the budget / actual management report and the project forecast report after generating the budget / actual management report and the project forecast report based on the acquired actual information of the project and change information on the scheduled information of the project. Effect of the Invention

[0010] According to the present disclosure, a budget / actual management report and a projected outcome report are generated based on the project schedule information and project performance information, and are updated based on change information. This makes it possible to present a real-time budget / actual management report and a projected outcome report to the user, thereby enabling a more accurate understanding of the project status. [Brief description of the drawings]

[0011] [Figure 1] 1 is a diagram showing an overall configuration of a project management system 1 according to a first embodiment. [Diagram 2] 1 is a block diagram showing a functional configuration of a terminal device 10 constituting a project management system 1 according to a first embodiment. [Diagram 3] 1 is a diagram showing a functional configuration of a server 20 that constitutes a project management system 1 according to a first embodiment. [Figure 4] 2 is a diagram showing an example of the data structure of a project schedule database 2021 and a user database 2022 stored in the server 20. FIG. [Diagram 5] 2 is a diagram showing an example of a data structure of a project performance database 2023 stored in the server 20. FIG. [Figure 6] 1 is a flowchart showing an example of a flow of a project schedule registration process performed by the project management system 1 of the first embodiment. [Figure 7] 4 is a flowchart showing an example of a flow of a report creation process performed by the project management system 1 of the first embodiment. [Figure 8] 11 is a diagram showing an example of a screen of a budget / actual management report displayed on the terminal device 10. FIG. [Figure 9] FIG. 13 is a diagram showing an example of a screen of a transition forecast report displayed on the terminal device 10. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0012] Hereinafter, an embodiment of the present disclosure will be described with reference to the drawings. In the following description, the same components are denoted by the same reference numerals. Their names and functions are also the same. Therefore, detailed description thereof will not be repeated.

[0013] <Summary> The project management system according to the present disclosure will be described below. This project management system is a system used in so-called project-based businesses by one or more business operators, such as consulting for specific companies, or projects for building application programs, systems, etc. This labor-hour management system is a system for managing budgets and actuals in order to grasp the progress of a project based on the budget calculated and approved at the time of project formulation and the actual results (man-hours consumed).

[0014] The project management system according to the present disclosure is not limited to a system that provides a single function for managing projects in a company, etc., as described above, but may be a system that provides a service for general accounting processing for one or more businesses. For example, it may be provided as a system that provides accounting services with a function for generating information on personnel expenses, various purchasing expenses, and deposits and withdrawals in a project as journal entries and performing accounting processing. In addition, the project management system according to the present disclosure is a system that is provided as a Web service by a cloud server, etc., so-called SaaS (Software as a Service), and is configured to be accessible by personnel working on the managed project through predetermined authentication.

[0015] In the above-mentioned project-based business, the budget for the entire project is determined in advance, and the budget is consumed within a specified period, so it is necessary to grasp the consumption rate. Furthermore, it is also necessary to grasp the actual progress of the project. The project management system according to the present disclosure is a system for, for example, calculating the man-hours consumed for the entire project from the man-hours of members (not limited to members within a specific company, but may include members from other companies who participate through contract work or dispatch, etc.) participating in the project, which are the basis of labor costs, and grasping the consumption status of the budget. Note that the man-hours are, for example, used to estimate the amount of work that one person can perform in one month as one man-month, and are used to estimate the amount of work required when formulating the project budget, but are not limited to man-months of man-hours and may be in work hours.

[0016] Therefore, the project management system according to the present disclosure generates a budget / actual management report showing the actual results of a project against the schedule, based on schedule information including the project budget and scheduled man-hours, and actual results information including the project budget consumption and actual man-hours. This budget / actual management report displays the schedule and actual results of the project at a certain point in time, and is configured to be able to display the entire project, specific personnel, etc., and is configured to allow the budget consumption status to be understood at a glance.

[0017] The project management system according to the present disclosure also generates a progress forecast report showing the future progress of the project based on the schedule information including the project budget and planned man-hours, and the performance information including the budget consumption and actual man-hours of the project. This progress forecast report displays the information on the performance of the project and the future forecast information of the project as a chronological transition, and is configured to allow the progress status of the project to be grasped at a glance.

[0018] Furthermore, the project management system according to the present disclosure updates the budget / actual management report and the final forecast report as new performance information, including the project's budget consumption and actual man-hours, is input.

[0019] The above-described configuration makes it possible to present real-time budget-actual management reports and final forecast reports to the user.

[0020] <First embodiment> The following describes the project management system 1. In the following description, for example, when the terminal device 10 accesses the server 20, the server 20 responds with information for generating a screen on the terminal device 10. The terminal device 10 generates and displays a screen based on the information received from the server 20.

[0021] <1 Overall configuration of project management system 1> Fig. 1 is a diagram showing the overall configuration of a project management system 1 according to a first embodiment. As shown in Fig. 1, the project management system 1 includes a plurality of terminal devices (terminal device 10A and terminal device 10B are shown in Fig. 1. Hereinafter, they may be collectively referred to as "terminal device 10") and a server 20. The terminal devices 10 and the server 20 are connected to each other via a network 80 so as to be able to communicate with each other. The network 80 is configured as a wired or wireless network.

[0022] The terminal device 10 is a device operated by each user. Here, the user refers to a project member (including a manager) who uses the terminal device 10 to input project schedule information and performance information, which are functions of the project management system 1, and is an employee of a company that executes the project. The terminal device 10 is realized by a stationary PC (Personal Computer), a laptop PC, or the like. Alternatively, the terminal device 10 may be, for example, a tablet compatible with a mobile communication system, a mobile terminal such as a smartphone, or the like.

[0023] The terminal device 10 is communicatively connected to the server 20 via a network 80. The terminal device 10 is connected to the network 80 by communicating with communication devices such as a wireless base station 81 compatible with communication standards such as 4G, 5G, and LTE (Long Term Evolution), and a wireless LAN router 82 compatible with wireless LAN (Local Area Network) standards such as IEEE (Institute of Electrical and Electronics Engineers) 802.11. As shown as the terminal device 10B in FIG. 1, the terminal device 10 includes a communication IF (Interface) 12, an input device 13, an output device 14, a memory 15, a storage unit 16, and a processor 19.

[0024] The communication IF 12 is an interface for inputting and outputting signals so that the terminal device 10 can communicate with an external device. The input device 13 is an input device (e.g., a keyboard, a touch panel, a touch pad, a pointing device such as a mouse, etc.) for receiving an input operation from a user. The output device 14 is an output device (a display, a speaker, etc.) for presenting information to a user. The memory 15 is for temporarily storing a program and data processed by the program, etc., and is a volatile memory such as a DRAM (Dynamic Random Access Memory). The storage unit 16 is a storage device for saving data, and is, for example, a flash memory or a HDD (Hard Disc Drive). The processor 19 is hardware for executing an instruction set described in a program, and is composed of an arithmetic unit, a register, a peripheral circuit, etc.

[0025] The server 20 is a device for managing schedule information and actual result information of a project. The server 20 generates a budget / actual management report showing actual results against the schedule of the project based on schedule information including the project budget and scheduled man-hours and actual result information including the project budget consumption and actual man-hours, and transmits the report to the terminal device 10. The server 20 generates a final forecast report showing a forecast of future progress of the project based on schedule information including the project budget and scheduled man-hours and actual result information including the project budget consumption and actual man-hours, and transmits the report to the terminal device 10. The server 20 also updates the budget / actual management report and final forecast report when actual result information including the project budget consumption and actual man-hours is newly input.

[0026] The server 20 is a computer connected to a network 80. The server 20 includes a communication IF 22, an input / output IF 23, a memory 25, a storage 26, and a processor 29.

[0027] The communication IF 22 is an interface for inputting and outputting signals so that the server 20 can communicate with an external device. The input / output IF 23 functions as an interface with an input device for receiving an input operation from a user and an output device for presenting information to a user. The memory 25 is for temporarily storing programs and data processed by the programs, etc., and is a volatile memory such as a DRAM (Dynamic Random Access Memory). The storage 26 is a storage device for saving data, such as a flash memory or a HDD (Hard Disc Drive). The processor 29 is hardware for executing an instruction set described in a program, and is composed of an arithmetic unit, a register, a peripheral circuit, etc.

[0028] <1.1 Configuration of the terminal device 10> FIG. 2 is a block diagram showing a functional configuration of the terminal device 10 constituting the project management system 1 of the first embodiment. As shown in FIG. 2, the terminal device 10 includes a plurality of antennas (antenna 111, antenna 112), wireless communication units (first wireless communication unit 121, second wireless communication unit 122) corresponding to the respective antennas, an operation reception unit 130 (including a keyboard 131 and a mouse 132), a voice processing unit 140, a microphone 141, a speaker 142, a display 150, a storage unit 160, and a control unit 170. The terminal device 10 also has functions and configurations (for example, a battery for storing power, a power supply circuit for controlling the supply of power from the battery to each circuit, etc.) that are not particularly shown in FIG. 2. As shown in FIG. 2, each block included in the terminal device 10 is electrically connected by a bus or the like.

[0029] The antenna 111 emits a signal generated by the terminal device 10 as a radio wave. The antenna 111 also receives a radio wave from space and provides the received signal to the first wireless communication unit 121.

[0030] The antenna 112 radiates a signal generated by the terminal device 10 as a radio wave. The antenna 112 also receives the radio wave from space and provides the received signal to the second radio communication unit 122.

[0031] The first wireless communication unit 121 performs modulation / demodulation processing and the like for transmitting and receiving signals via the antenna 111 so that the terminal device 10 can communicate with other wireless devices. The second wireless communication unit 122 performs modulation / demodulation processing and the like for transmitting and receiving signals via the antenna 112 so that the terminal device 10 can communicate with other wireless devices. The first wireless communication unit 121 and the second wireless communication unit 122 are communication modules including a tuner, a Received Signal Strength Indicator (RSSI) calculation circuit, a Cyclic Redundancy Check (CRC) calculation circuit, a high-frequency circuit, and the like. The first wireless communication unit 121 and the second wireless communication unit 122 perform modulation / demodulation and frequency conversion of wireless signals transmitted and received by the terminal device 10, and provide the received signals to the control unit 170.

[0032] The operation reception unit 130 has a mechanism for receiving input operations from a user. Specifically, the operation reception unit 130 includes a keyboard 131 and a mouse 132. Note that the operation reception unit 130 may be configured as a touch screen that detects the user's contact position on the touch panel, for example, by using a capacitive touch panel.

[0033] The keyboard 131 accepts input operations by the user of the terminal device 10. The keyboard 131 is a device for inputting characters, and outputs input character information to the control unit 170 as an input signal.

[0034] The mouse 132 accepts input operations by the user of the terminal device 10. The mouse 132 is a pointing device for selecting an object displayed on the display 150, and outputs position information of an object selected on the screen and information indicating that a button has been pressed to the control unit 170 as input signals.

[0035] The audio processing unit 140 modulates and demodulates an audio signal. The audio processing unit 140 modulates a signal provided from the microphone 141 and provides the modulated signal to the control unit 170. The audio processing unit 140 also provides the audio signal to the speaker 142. The audio processing unit 140 is realized, for example, by a processor for audio processing. The microphone 141 accepts audio input and provides an audio signal corresponding to the audio input to the audio processing unit 140. The speaker 142 converts the audio signal provided from the audio processing unit 140 into audio and outputs the audio to the outside of the terminal device 10.

[0036] Display 150 displays data such as images, videos, and text under the control of control unit 170. Display 150 is realized by, for example, an LCD (Liquid Crystal Display) or an organic EL (Electro-Luminescence) display.

[0037] Storage unit 160 is configured with, for example, a flash memory, and stores data and programs used by terminal device 10. In one aspect, storage unit 160 stores user information 161.

[0038] The user information 161 is information on users who are project personnel (including managers) who use the terminal device 10 to input project schedule information and performance information, which are functions of the project management system 1. The user information includes information for identifying the user (user ID), the user's name, organizational information of the company to which the user belongs, and the like.

[0039] The control unit 170 reads a program stored in the storage unit 160 and executes instructions included in the program to control the operation of the terminal device 10. The control unit 170 is, for example, an application that is pre-installed in the terminal device 10. The control unit 170 operates according to the program to fulfill the functions of an input operation reception unit 171, a transmission / reception unit 172, a data processing unit 173, and a notification control unit 174.

[0040] The input operation receiving unit 171 performs processing for receiving input operations by a user via an input device such as the keyboard 131 .

[0041] The transmission / reception unit 172 performs processing for the terminal device 10 to transmit and receive data to and from an external device such as the server 20 in accordance with a communication protocol.

[0042] The data processing unit 173 performs a process of performing calculations on the data that the terminal device 10 accepts as input in accordance with a program, and outputs the calculation results to a memory or the like.

[0043] The notification control unit 174 performs a process of presenting information to the user. The notification control unit 174 performs a process of causing the display 150 to display a display image, a process of causing the speaker 142 to output a sound, and the like.

[0044] <1.2 Functional configuration of server 20> 3 is a diagram showing a functional configuration of the server 20 constituting the project management system 1 of the embodiment 1. As shown in FIG. 3, the server 20 exerts the functions of a communication unit 201, a storage unit 202, and a control unit 203.

[0045] The communication unit 201 performs processing for the server 20 to communicate with external devices.

[0046] The storage unit 202 stores data and programs used by the server 20. The storage unit 202 stores a project schedule database 2021, a user database 2022, a project performance database 2023, and the like.

[0047] The project schedule database 2021 is a database for holding schedule information of a project to be managed by the project management system 1, specifically, information such as necessary processes, estimated man-hours, budget, etc. Details will be described later.

[0048] The user database 2022 is a database for holding information on personnel working on projects that are managed by the project management system 1. Details will be described later.

[0049] The project performance database 2023 is a database for holding performance information of the project to be managed by the project management system 1, specifically, information such as the actual man-hours for each process and the consumed budget, etc. Details will be described later.

[0050] The control unit 203 performs functions shown in various modules, such as a receiving control module 2031, a transmitting control module 2032, a project schedule acquisition module 2033, a project performance acquisition module 2034, a budget / actual management report generation / update module 2035, a budget / actual management report presentation module 2036, a final forecast report generation / update module 2037, and a final forecast report presentation module 2038, by the processor 29 of the server 20 performing processing according to a program.

[0051] The reception control module 2031 controls the process in which the server 20 receives a signal from an external device in accordance with a communication protocol.

[0052] The transmission control module 2032 controls the process in which the server 20 transmits signals to external devices in accordance with a communication protocol.

[0053] The project schedule acquisition module 2033 controls the process of acquiring schedule information including the project budget and planned man-hours, based on input or acquisition instructions from project personnel (managers) who are users of the project management system 1. In a project-based business, for example, a work estimate is made when formulating a project, and the man-hours required to execute the project are calculated. The man-hours are multiplied by the labor cost per unit time, and other necessary expenses are calculated to determine the budget required for the project. The project schedule acquisition module 2033 acquires the planned man-hours and budget information calculated in this way as schedule information.

[0054] The project schedule acquisition module 2033 may acquire the schedule information of the project by accepting the schedule information of the project input by the user from the terminal device 10, or may acquire the schedule information of the project registered in an external server device or the like by the user by accessing the external server device or the like. The schedule information of the project input by the user from the terminal device 10 may be information input directly into an input form on a Web page or the like, or may be a file created in advance in a predetermined format such as a spreadsheet software. The external server device may be a service or the like that manages resources such as program source code required for the project, provided by so-called SaaS.

[0055] The project schedule acquisition module 2033, for example, registers and stores the acquired schedule information in the project schedule database 2021.

[0056] The project result acquisition module 2034 controls the process of acquiring result information including the project budget consumption and actual man-hours, based on input or acquisition instructions from project personnel (managers) who are users of the project management system 1. In a project-based business, for example, the actual man-hours consumed to execute the project (the project personnel actually performed the work) are calculated. The actual man-hours are multiplied by the labor cost per unit time, and other necessary expenses are calculated to calculate the actual amount of the budget consumed to execute the project. The project result acquisition module 2034 acquires the information on the actual man-hours and budget results calculated in this way as result information.

[0057] The project performance acquisition module 2034 may acquire the project performance information by accepting the project performance information input by the user from the terminal device 10, or may acquire the project performance information registered in an external server device or the like by the user by accessing the external server device or the like. The project performance information input by the user from the terminal device 10 may be information directly input into an input form on a Web page or the like, or may be a file created in advance in a predetermined format such as a spreadsheet software. The external server device may be a service or the like that manages resources such as program source code required for a project, provided by so-called SaaS.

[0058] Furthermore, the project result acquisition module 2034 may acquire the actual man-hours from the attendance information registered by the user. For example, the project result acquisition module 2034 may acquire information on the project where the work was actually performed (which may include information on the process) and the working hours from the information registered by the user as his / her own attendance information, apply it to one or more projects, and acquire it as the actual man-hours information of the applicable project. Furthermore, the project result acquisition module 2034 may acquire the actual man-hours from the schedule information registered by the user. For example, the project result acquisition module 2034 may determine the information that was actually performed among the information registered by the user as his / her own schedule information, and acquire the information on the project where the work was actually performed (which may include information on the process) and the working hours. Specifically, when a meeting in the project is registered as the schedule information and it is determined that the meeting was actually held, the schedule information is acquired as the actual information.

[0059] The project performance acquisition module 2034, for example, registers and stores the acquired schedule information in the project performance database 2023.

[0060] The budget / actual management report generation update module 2035 controls the process of generating a budget / actual management report showing the actual results against the project schedule, based on the project schedule information acquired by the project schedule acquisition module 2033 and the project actual results information acquired by the project actual results acquisition module 2034. The budget / actual management report generated by the budget / actual management report generation update module 2035 shows the budget consumption status, which is the actual results at a certain point in time against the project schedule, such as the budget and planned man-hours, the actual work man-hours (man-hour consumption status), the actual consumption rate, etc. The budget / actual management report may also show a comparison with the budget and planned man-hours that were scheduled to be consumed in the project at the time the budget / actual management report was generated.

[0061] Furthermore, the budget / actual management report generating / updating module 2035 controls the process of updating a budget / actual management report that has been created once, based on performance information of the project acquired by the project performance acquisition module 2034. Since the project performance acquisition module 2034 acquires performance information of the project at any time, the budget / actual management report generating / updating module 2035 updates the budget / actual management report to reflect the newly acquired performance information of the project.

[0062] The budget / actual management report generated by the budget / actual management report generating / updating module 2035 may be generated as a Web page that can be referenced by a Web browser, or may be generated as a predetermined document file or the like.

[0063] The budget / actual management report presentation module 2036 controls the process of transmitting the budget / actual management report generated by the budget / actual management report generating / updating module 2035 to, for example, the terminal device 10 and presenting it to the user. When the budget / actual management report generated by the budget / actual management report generating / updating module 2035 is a Web page, the budget / actual management report presentation module 2036 may transmit information instructing transition to a reference destination of the Web page. Also, when the budget / actual management report generated by the budget / actual management report generating / updating module 2035 is a predetermined document file or the like, the budget / actual management report presentation module 2036 may transmit information instructing opening of the document file.

[0064] The projected completion report generation update module 2037 controls the process of generating a projected completion report showing a predicted future progress of the project based on the project schedule information acquired by the project schedule acquisition module 2033 and the project performance information acquired by the project performance acquisition module 2034. The projected completion report generated by the projected completion report generation update module 2037 shows the project completion prediction, the budget consumption status at a certain time point (for example, the time of scheduled completion) and the predicted value of the actual work performance man-hours, which are predicted from the project schedule, for example, the budget consumption status which is the actual performance at a certain time point against the budget and the scheduled man-hours, the actual work performance man-hours (the consumption status of the man-hours), the consumption rate of the actual performance, etc. The projected completion report may also show a comparison with the budget and the scheduled man-hours that were scheduled to be consumed in the project at a certain time point in the future. Furthermore, the projected completion report may show a prediction of the balance between sales and expenditures in the project and a prediction of profits at a certain time point in the future. Furthermore, the completion forecast report may show the deviation between the planned information and the actual information of the project at a certain point in the future in different ways (e.g., by displaying in a different color, highlighting, etc.), and may show the deviation in different ways depending on the situation of the deviation (e.g., by displaying in a different color depending on the deviation, highlighting with varying degrees of emphasis, etc.).

[0065] Furthermore, the final forecast report generating and updating module 2037 controls the process of updating a final forecast report once created, based on the performance information of the project acquired by the project performance acquisition module 2034. Since the project performance acquisition module 2034 acquires performance information of the project at any time, the final forecast report generating and updating module 2037 updates the final forecast report by reflecting the newly acquired performance information of the project.

[0066] The landing forecast report generated by the landing forecast report generating and updating module 2037 may be generated as a Web page accessible by a Web browser, or may be generated as a predetermined document file, etc. Also, the landing forecast report may be presented simultaneously (on the same screen) with the budget / actual management report generated by the budget / actual management report generating and updating module 2035, or may be displayed on a different screen.

[0067] The landing prediction report presentation module 2038 controls the process of transmitting the landing prediction report generated by the landing prediction report generation update module 2037 to, for example, the terminal device 10 and presenting it to the user. If the landing prediction report generated by the landing prediction report generation update module 2037 is based on a Web page, the landing prediction report presentation module 2038 may transmit information instructing transition to a reference destination of the Web page. Also, if the landing prediction report generated by the landing prediction report generation update module 2037 is based on a specified document file or the like, the landing prediction report presentation module 2038 may transmit information instructing opening of the document file.

[0068] <2 Data Structure> Fig. 4 is a diagram showing an example of the data structure of the project schedule database 2021 and the user database 2022 stored in the server 20. Fig. 5 is a diagram showing an example of the data structure of the project result database 2023 stored in the server 20.

[0069] As shown in FIG. 4, each record in the project schedule database 2021 includes an item "project ID", an item "project name", an item "project details", and the like.

[0070] The item “project ID” is information for identifying each project to be managed by the project management system 1.

[0071] The item “project name” is information indicating the name of a project to be managed by the project management system 1.

[0072] The item "project details" is information about a project that is managed by the project management system 1, and specifically includes the items "process ID", "process name", "estimated labor hours", and "work period".

[0073] The item “process ID” is information for identifying each process required in a project that is to be managed by the project management system 1.

[0074] The item "Process Name" is information indicating the name of a process required in a project that is managed by the project management system 1. In project schedule information, estimates are made and budgets are sometimes formulated for each process of the project, so this item is used to manage each process.

[0075] The item "Estimated Man-hours" is information indicating the man-hours estimated for each process in a project managed by the project management system 1. For example, a value indicating the amount of work that one person can do in one month is stored.

[0076] The item "Work period" is information indicating the work period for each process in a project managed by the project management system 1, and stores, for example, the planned start date and planned end date of the work.

[0077] The project schedule acquisition module 2033 of the server 20 adds / deletes records in the “project detail information” field of the project schedule database 2021 in response to acquiring schedule information including the project budget and planned man-hours.

[0078] Each record of the user database 2022 includes an item "user ID", an item "department", an item "name", an item "man-hour information", and the like.

[0079] The item “user ID” is information for identifying each user who uses the project management system 1 and is a member of the project (a user who has registered an account).

[0080] The item "affiliation" is information indicating the business entity such as a company to which the user who uses the project management system 1 belongs, or the department of the company.

[0081] The item “name” is information indicating the name of the user who uses the project management system 1.

[0082] The item "man-hour information" is information on the number of man-hours actually performed by a user using the project management system 1. As shown in Fig. 4, one or more pieces of man-hour information are stored for one user. Note that the item "man-hour information" for each user does not need to be stored if it is obtained from an external server device or the like, and may be managed separately as attendance information.

[0083] As shown in FIG. 5, each record of the project performance database 2023 includes an item "project ID", an item "project name", an item "project detail information", and the like.

[0084] The item “project ID” is information that identifies each project that is managed by the project management system 1, and corresponds to the item “project ID” of the project schedule database 2021.

[0085] The item “project name” is information indicating the name of a project to be managed by the project management system 1, and corresponds to the item “project name” of the project schedule database 2021.

[0086] The item "project details" is information about a project that is managed by the project management system 1, and specifically includes an item "process ID", an item "period", an item "planned man-hours", an item "actual man-hours", etc.

[0087] The item “process ID” is information for identifying each process required in a project managed by the project management system 1, and corresponds to the item “process ID” of the project schedule database 2021.

[0088] The item "Period" is information indicating a predetermined period for managing the progress of man-hours, which is determined for each process in a project managed by the project management system 1, and stores, for example, the planned start date of the work and the planned end date of the work. This item "Period" may be the same as the item "Process ID" in the project schedule database 2021, or multiple periods may be set so that the process can be further subdivided and progress managed.

[0089] The item "planned man-hours" is information indicating the planned man-hours for each item "period" that is determined for each process in a project that is managed by the project management system 1. This item "planned man-hours" may be the same as the item "estimated man-hours" in the project schedule database 2021, or multiple estimated man-hours may be set so that the estimated man-hours for the process can be further subdivided and progress can be managed.

[0090] The item "actual man-hours" is information indicating the actual man-hours corresponding to the item "planned man-hours" determined for each process in a project managed by the project management system 1. If the planned end date of the work in the item "period" has not yet arrived, no information is stored in that item.

[0091] Although not shown, the project performance database 2023 may store the project budget and the actual consumption budget against that budget, or may store actual sales and expenditures.

[0092] The project performance acquisition module 2034 of the server 20 adds a record to the item “detailed project information” of the project performance database 2023 in response to acquiring performance information including the budget consumption and actual man-hours of the project.

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

[0094] FIG. 6 is a flowchart showing an example of a flow of a project schedule registration process performed by the project management system 1 of the first embodiment.

[0095] As a pre-processing for step S111, the input operation receiving unit 171 of the terminal device 10 receives an operation of inputting a user ID and a password for authentication required to use the services of the project management system 1 from a user who is a member of the project (including a manager). The transmitting / receiving unit 172 transmits the received user ID, password, and user information to the server 20. The server 20 receives the user ID and password via the communication unit 201, confirms that the user ID and password of the user are valid, and performs a predetermined authentication. If they are valid, the server 20 transmits information on the completion of authentication to the terminal device 10 via the communication unit 201. The transmitting / receiving unit 172 of the terminal device 10 receives the information on the completion of authentication transmitted from the server 20. The notification control unit 174 displays the received information on the completion of authentication on the display 150, and step S111 is started.

[0096] In step S111, the input operation receiving unit 171 of the terminal device 10 receives, through a user's operation, a display instruction for an input screen for inputting plan information including a budget and planned man-hours for the project. The transmitting / receiving unit 172 transmits the received display instruction to the server 20. The transmitting / receiving unit 172 of the terminal device 10 receives display data for the input screen for inputting the plan information for the project transmitted from the server 20. The notification control unit 174 causes the display 150 to display the received display data for the input screen for inputting the plan information for the project.

[0097] In step S121, the server 20 accepts a display instruction for an input screen for inputting the schedule information of the project transmitted from the terminal device 10 via the communication unit 201. The server 20 transmits display data of the input screen for inputting the schedule information of the project to the terminal device 10 via the communication unit 201.

[0098] In step S112, the input operation receiving unit 171 of the terminal device 10 receives input of schedule information including the budget and the planned number of man-hours of the project through an operation from the user. The transmitting / receiving unit 172 transmits the received schedule information of the project to the server 20.

[0099] In step S122, the project schedule acquisition module 2033 of the server 20 accepts the schedule information of the project transmitted from the terminal device 10 via the communication unit 201. The project schedule acquisition module 2033 registers the accepted schedule information of the project in the project schedule database 2021.

[0100] When the project schedule acquisition module 2033 accesses an external server device or the like and acquires schedule information of a project registered in the external server device or the like, the processes of steps S112 and S122 are not performed.

[0101] As described above, the project management system 1 obtains schedule information including the project budget and planned man-hours from input by the user or from an external server device, etc. This information is used to manage the project's budget and actual results and to forecast the project's progress.

[0102] 7 is a flowchart showing an example of the flow of the tax return process by the project management system 1 of the embodiment 1. Note that the pre-processing of step S211 is similar to the pre-processing of step S111.

[0103] In step S211, the input operation receiving unit 171 of the terminal device 10 receives a display instruction to display an input screen for inputting performance information including the budget consumption and actual man-hours of the project through an operation from a user. The transmitting / receiving unit 172 transmits the received display instruction to the server 20. The transmitting / receiving unit 172 of the terminal device 10 receives display data of the input screen for inputting the performance information of the project transmitted from the server 20. The notification control unit 174 causes the display 150 to display the received display data of the input screen for inputting the performance information of the project.

[0104] In step S221, the server 20 accepts a display instruction for an input screen for inputting performance information of the project transmitted from the terminal device 10 via the communication unit 201. The server 20 transmits display data for the input screen for inputting performance information of the project to the terminal device 10 via the communication unit 201.

[0105] In step S212, the input operation receiving unit 171 of the terminal device 10 receives input of performance information including the budget consumption and the actual man-hours of the project through a user operation. The transmitting / receiving unit 172 transmits the received performance information of the project to the server 20.

[0106] In step S222, the project result acquisition module 2034 of the server 20 accepts the project result information transmitted from the terminal device 10 via the communication unit 201. The project result acquisition module 2034 registers the accepted project result information in the project result database 2023.

[0107] In step S223, the budget / actual management report generation update module 2035 of the server 20 generates a budget / actual management report showing the project's actual results against the schedule, based on the project's schedule information received in step S122 (or obtained from an external server device, etc.) and the project's actual results information received in step S222.

[0108] In step S224, the server 20's outcome forecast report generation update module 2037 generates an outcome forecast report indicating the expected future progress of the project based on the project plan information received in step S122 (or acquired from an external server device, etc.) and the project performance information received in step S222.

[0109] In step S225, the budget / actual management report presentation module 2036 of the server 20 transmits the budget / actual management report generated in step S223 to the terminal device 10 via the communication unit 201. In addition, the arrival forecast report presentation module 2038 of the server 20 transmits the arrival forecast report generated in step S224 to the terminal device 10 via the communication unit 201.

[0110] In step S215, the transmitting / receiving unit 172 of the terminal device 10 receives the budget / actual management report and the expected performance report transmitted from the server 20. The notification control unit 174 causes the display 150 to display the received budget / actual management report and the expected performance report.

[0111] As described above, the project management system 1 generates a budget / actual management report showing the results of the project against the schedule and a progress forecast report showing the future progress of the project based on schedule information including the project budget and planned man-hours, and performance information including the project budget consumption and actual man-hours. This makes it possible to grasp the budget consumption status and project progress status at a glance.

[0112] <4 Screen example> Hereinafter, with reference to FIG. 8 and FIG. 9, a description will be given of an example of a screen for inputting a comment and displaying comment details in the tax return preparation process by the project management system 1. FIG.

[0113] Fig. 8 is a diagram showing an example of a screen of a budget / actual management report displayed on the terminal device 10. The screen example of Fig. 8 shows an example of a screen displayed on the terminal device 10 after the budget / actual management report generated by the budget / actual management report generating / updating module 2035 is transmitted to the terminal device 10. This corresponds to step S215 in Fig. 7.

[0114] 8, a progress rate display field 1031a showing the progress of the project, a sales display field 1031b showing sales in the project, and an expenditure display field 1031c showing expenditure in the project are displayed on the display 150 of the terminal device 10 as a screen for displaying a budget / actual management report. Each piece of information displayed in the progress rate display field 1031a, the sales display field 1031b, and the expenditure display field 1031c is obtained by reading and displaying the schedule information of the project stored in the project schedule database 2021 and the actual information of the project stored in the project actual performance database 2023.

[0115] In the screen shown in Figure 8, the budget / actual management report can be displayed, for example, for the entire project, for specific personnel or teams, etc., and can also be configured to display a particular point in time during the project's execution period.

[0116] Fig. 9 is a diagram showing an example of a screen displaying a transition forecast report to be displayed on the terminal device 10. The example of the screen in Fig. 9 shows an example of a screen displaying a transition forecast report generated by the arrival forecast report generating and updating module 2037 and transmitted to the terminal device 10. This corresponds to step S215 in Fig. 7.

[0117] 9, a completion forecast report display field 1032a showing a forecast of the progress of the project in the future is displayed on the display 150 of the terminal device 10. The completion forecast report display field 1032a displays a result display field 1032b showing the planned information and actual information of the project at a certain point in time, such as the budget consumption status, the actual work man-hours (the consumption status of the man-hours), and the actual consumption rate, and a forecast display field 1032c showing the completion forecast of the project, the budget consumption status at a certain point in time in the future (for example, the time of scheduled completion), and the forecast value of the actual work man-hours, which are forecast based on the above information.

[0118] In the screen shown in FIG. 9, a period selection field 1032d is provided so that the arrival forecast report can be displayed for a certain point in time during the execution period of the project, for example.

[0119] <Summary> As described above, according to this embodiment, schedule information including the project budget and planned man-hours is acquired by input from a user or from an external server device, etc. Then, performance information including the project budget consumption and actual man-hours is acquired, and a budget-actual management report showing the project's performance against the schedule and a project progress forecast report showing the future progress forecast of the project are generated based on the project schedule information and project performance information. This makes it possible to grasp at a glance the budget consumption status and project progress status.

[0120] In addition, when new performance information, including the project's budget consumption and actual man-hours, is acquired, the budget / actual management report and final forecast report are updated. This makes it possible to present real-time budget / actual management reports and final forecast reports to users, enabling a more accurate understanding of the project's status.

[0121] Although the disclosed embodiments have been described above, they can be implemented in various other forms and can be implemented with various omissions, substitutions, and modifications. These embodiments and modifications, as well as omissions, substitutions, and modifications, are included in the technical scope of the claims and their equivalents.

[0122] <Additional Notes> The matters described in the above embodiments will be supplemented below.

[0123] (Supplementary Note 1) A program for supporting the execution of a project related to a user's business when executed by a computer having a processor 29 and a memory 25, in which project schedule information (2021) is registered in the memory 25, and the program causes the processor 29 to execute the following steps: a step of acquiring performance information of the project by personnel working on the project (S222); a step of generating a budget / actual management report showing the performance against the project schedule based on the project schedule information and the acquired performance information of the project, and presenting the report to the user (S223, S225); a step of generating a final forecast report showing the forecast progress of the project in the future based on the project schedule information and the acquired performance information of the project, and presenting the report to the user (S224, S225); and a step of updating the budget / actual management report and the final forecast report after the budget / actual management report and the final forecast report are generated, based on the acquired performance information of the project and information on changes to the project schedule information (S223, S224).

[0124] (Appendix 2) The program described in (Appendix 1), in which information on the budget required for the project and information on the man-hours required to carry out the project are registered as planned information for the project, and in a step of generating a budget / actual management report, a budget / actual management report on the status of budget and man-hour consumption is generated and presented to a user, and in a step of generating a final forecast report, a final forecast report showing forecasts of future trends in the budget and man-hours is generated and presented to a user.

[0125] (Appendix 3) A program described in (Appendix 1) or (Appendix 2), which acquires personnel attendance information in the step of acquiring performance information.

[0126] (Appendix 4) A program described in (Appendix 3) that acquires personnel attendance information, applies the project-related information contained in the acquired attendance information to one or more projects, and acquires the information as actual project information.

[0127] (Appendix 5) A program described in (Appendix 1) or (Appendix 2), in which in the step of acquiring performance information, schedule information of personnel is acquired.

[0128] (Appendix 6) A program as described in (Appendix 5) that acquires personnel schedule information, applies the project-related information contained in the acquired schedule information to one or more projects, and acquires the information as project performance information.

[0129] (Appendix 7) A program described in any of (Appendix 1) to (Appendix 6), in which in the step of generating a final forecast report, a final forecast report showing a forecast of trends in the balance of project sales and expenditures is generated and presented to the user.

[0130] (Appendix 8) A program described in any of (Appendix 1) to (Appendix 7), in which in the step of generating a final forecast report, a final forecast report showing a forecast of the progress of profits from the project is generated and presented to the user.

[0131] (Appendix 9) A program described in any one of (Appendix 1) to (Appendix 8), in which in the step of generating a budget / actual management report, the deviation between the project's planned information and the project's actual performance information is presented in different manners depending on the extent of the deviation.

[0132] (Supplementary Note 10) An information processing device that supports the execution of a project related to a user's business, comprising a control unit 203 and a memory unit 202, in which project schedule information (2021) is registered in the memory unit 202, and the control unit 203 performs the following steps: a step of acquiring performance information of the project by personnel working on the project (S222); a step of generating a budget / actual management report showing the performance against the project schedule based on the project schedule information and the acquired performance information of the project, and presenting the report to the user (S223, S225); a step of generating a final forecast report showing the forecast progress of the project in the future based on the project schedule information and the acquired performance information of the project, and presenting the report to the user (S224, S225); and a step of updating the budget / actual management report and the final forecast report after generating the budget / actual management report and the final forecast report, based on change information for the acquired performance information of the project and the project schedule information (S223, S224).

[0133] (Appendix 11) A method for supporting the execution of a project related to a user's business, executed by a computer having a processor 29 and a memory 25, in which project schedule information (2021) is registered in the memory 25, and the method includes the steps of: (S222) acquiring performance information of personnel working on the project who have worked on the project; (S223, S225) generating a budget / actual management report showing the performance against the project schedule based on the project schedule information and the acquired performance information of the project, and presenting the report to the user; (S224, S225) generating a final forecast report showing the forecast progress of the project in the future based on the project schedule information and the acquired performance information of the project, and presenting the report to the user; and (S223, S224) updating the budget / actual management report and the final forecast report after generating the budget / actual management report and the final forecast report based on the acquired performance information of the project and change information on the project schedule information. [Explanation of symbols]

[0134] 10 terminal device, 20 server, 80 network, 130 operation reception unit, 161 user information, 22 communication IF, 23 input / output IF, 25 memory, 26 storage, 29 processor, 201 communication unit, 202 storage unit, 2021 project schedule database, 2022 user database, 2023 project performance database, 203 control unit

Claims

1. A program for supporting the execution of a project related to a user's business by being executed on a computer having a processor and a memory, The memory stores schedule information for the project, the schedule information including budget information for the project and man-hours information for carrying out the project, The program causes the processor to: acquiring performance information indicating budget consumption for the project and man-hours spent by personnel working on the project; generating a budget / actual management report showing the results of the project against the plan based on the budget and man-hours plan information of the project and the acquired results information showing the consumption status of the budget and man-hours of the project, and presenting the report to the user; generating a completion forecast report showing a progress forecast of the project including a completion forecast of the project at any future time, a budget consumption status of the project, and a forecast value of the actual work hours of the project, based on the planned information of the budget and man-hours of the project and the acquired actual information showing the consumption status of the budget and man-hours of the project, and presenting the report to the user; after generating the budget / actual management report and the final forecast report, updating the budget / actual management report and the final forecast report based on the acquired performance information of the project and change information regarding the schedule information of the project.

2. 2. The program according to claim 1, wherein, in the step of acquiring the performance information, attendance information of the personnel is acquired.

3. 3. The program according to claim 2, further comprising: acquiring attendance information of said personnel; applying information about said project contained in said acquired attendance information to one or more of said projects; and acquiring said information as performance information of said project.

4. 2. The program according to claim 1, wherein in the step of acquiring the performance information, schedule information of the personnel is acquired.

5. 5. The program according to claim 4, further comprising: acquiring schedule information of said personnel; applying information about said project contained in said acquired schedule information to one or more of said projects; and acquiring the information as performance information of said project.

6. A program as described in any one of claims 1 to 5, wherein in the step of generating the final forecast report, a final forecast report showing a forecast trend of the balance between sales and expenditures of the project is generated and presented to the user.

7. The program according to any one of claims 1 to 6, wherein in the step of generating the final forecast report, a final forecast report showing a forecast of trends in profits from the project is generated and presented to the user.

8. 8. The program according to claim 1, wherein in the step of generating the budget / actual management report, a deviation between the planned information of the project and the actual performance information of the project is presented in a different manner depending on the state of the deviation.

9. An information processing device that supports the execution of a project related to a user's business, comprising: a control unit; and a storage unit, The storage unit stores schedule information for the project, the schedule information including budget information for the project and man-hours information for carrying out the project, The control unit is acquiring performance information indicating budget consumption for the project and man-hours spent by personnel working on the project; generating a budget / actual management report showing the results of the project against the plan based on the budget and man-hours plan information of the project and the acquired results information showing the consumption status of the budget and man-hours of the project, and presenting the report to the user; generating a completion forecast report showing a progress forecast of the project including a completion forecast of the project at any future time, a budget consumption status of the project, and a forecast value of the actual work hours of the project, based on the planned information of the budget and man-hours of the project and the acquired actual information showing the consumption status of the budget and man-hours of the project, and presenting the report to the user; after generating the budget / actual management report and the final forecast report, updating the budget / actual management report and the final forecast report based on the acquired performance information of the project and change information regarding the schedule information of the project.

10. A method for supporting the execution of a project related to a user's business, the method being executed by a computer having a processor and a memory, the method comprising: The memory stores schedule information for the project, the schedule information including budget information for the project and man-hours information for carrying out the project, The method further comprises the processor: acquiring performance information indicating budget consumption for the project and man-hours spent by personnel working on the project; generating a budget / actual management report showing the results of the project against the plan based on the budget and man-hours plan information of the project and the acquired results information showing the consumption status of the budget and man-hours of the project, and presenting the report to the user; generating a completion forecast report showing a progress forecast of the project including a completion forecast of the project at any future time, a budget consumption status of the project, and a forecast value of the actual work hours of the project, based on the planned information of the budget and man-hours of the project and the acquired actual information showing the consumption status of the budget and man-hours of the project, and presenting the report to the user; after generating the budget / actual management report and the final forecast report, updating the budget / actual management report and the final forecast report based on acquired performance information of the project and change information regarding the schedule information of the project.

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