Project management system
The project management system addresses the challenges of manual data input, disconnect between planning and execution, and resource mismanagement by integrating real-time tracking and adjustment capabilities, resulting in improved project coordination and control.
Patent Information
- Application Number
- PCT/NZ2024/050121
- Authority / Receiving Office
- WO · WO
- Patent Type
- Applications
- Current Assignee / Owner
- Priority Date
- 2023-11-02
- Filing Date
- 2024-11-01
- Publication Date
- 2025-05-08
AI Technical Summary
Existing project management systems face challenges such as manual data input leading to inaccuracies and delays, disconnect between virtual planning and physical task execution, scope creep, resource mismanagement, and cost overruns, due to lack of real-time integration and updates.
A project management system that integrates hardware and software components, featuring modules like Task Coordination and Execution, Resource Allocation and Budget Control, Scheduling and Timeline Optimisation, and Scope Management, which enable real-time tracking, budget adjustments, and schedule optimisation based on user input and real-time data.
The system enhances project coordination and control by providing real-time updates and adjustments, reducing errors and delays, managing scope creep effectively, and optimizing resource allocation and budgeting, leading to more efficient and successful project outcomes.
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Figure NZ2024050121_08052025_PF_FP_ABST
Abstract
Description
[0001] PROJECT MANAGEMENT SYSTEM
[0002] FIELD OF THE INVENTION
[0003] This invention relates to a project management system. More particularly, but not exclusively, it relates to a project management system that integrates both hardware and software components to improve the coordination, tracking, and completion of physical projects.
[0004] BACKGROUND
[0005] Project management plays an important role in industries or sectors such as but not limited to construction, engineering, manufacturing, and large-scale services, where the coordination of tasks, resources, timelines, and budgets is important for successful project completion. Traditionally, project management has relied on manual methods, including paper-based task tracking and spreadsheets, or static project documentation. As technology has advanced, software solutions have emerged to help automate parts of the project management process, particularly in areas like scheduling, budgeting, and documentation. However, these known tools still suffer from a disconnect between virtual project planning and the physical execution of tasks, which can lead to errors, delays, and mismanagement.
[0006] Existing project management software often relies on manual data input to track task progress, making it vulnerable to inaccuracies and delays. Furthermore, many projects experience scope creep, where the original scope of work expands without corresponding increases in budget or time, leading to disputes between clients, contractors, and suppliers. Current software tools are inadequate in managing scope creep because they do not link or sufficiently integrate physical task execution with the planned project scope in real-time, allowing discrepancies to arise.
[0007] In addition to these issues, resource mismanagement and cost overruns are common problems in large-scale projects. Project managers struggle to control costs as existing systems do not provide real-time updates on resource usage, such as materials and equipment. This often results in overuse, breakdowns, or delays being discovered too late to mitigate their impact. Similarly, environmental changes or equipment failures can cause significant delays, but current systems lack the capability to properly adjust schedules or resource allocations based on real-time conditions, leaving project managers in a reactive rather than proactive position.
[0008] OBJECT OF THE INVENTION
[0009] It is therefore an object of the present invention to provide a project management system which overcomes or at least ameliorates some of the disadvantages described above, or which at least provides the public with a useful choice.
[0010] Alternatively, or additionally, it is an object of the present invention to provide a project management method which overcomes or at least ameliorates some of the disadvantages described above, or which at least provides the public with a useful choice.
[0011] BRIEF DESCRIPTION OF THE INVENTION
[0012] Accordingly, in a first aspect, the present invention resides in a project management system comprising: a processor configured to execute project management functions based on a project data; a remote server operatively connected to the processor for the storage and retrieval of the project data; a storage device that is operatively connected to the processor to store a plurality of modules, each of the plurality of modules being a software module which, when executed by the processor, is configured to perform specific at least one project management function using the project data, the plurality of modules comprising at least two of the following: a Task Coordination and Execution Module (TCEM) that is configured to manage task creation, assignment, and tracking, wherein tasks are updated in real-time based on user input received via at least one user device; a Resource Allocation and Budget Control Module (RABCM) that is configured to track resource utilisation and expenditures, and to adjust budget parameters based on realtime task and resource data; a Scheduling and Timeline Optimisation Module (STOM) that is configured to adjust project schedules in response to real-time task progress and resource availability; and a Scope Management Module (SMM) that is configured to monitor the alignment of project tasks, resources, and timelines with predefined project scope parameters.
[0013] Preferably, the system further comprises a network interface configured to facilitate communication between the processor and at least one external system or the at least one user device over a network, enabling the transmission and reception of the project data.
[0014] Preferably the network interface supports wired or wireless communication protocols.
[0015] Preferably, the at least one user device is external to the system.
[0016] Alternatively, the at least one user device is part of the system.
[0017] Preferably, the project management system further comprises a memory unit that is operatively connected to the controller and is configured to store at least software instructions and the project data.
[0018] Preferably, the storage device is a non-volatile storage device that is operatively connected to the processor and the memory unit to store project-related data and software modules. Preferably, the system comprises the at least one user device comprising a user interface that is operatively connected to the network interface via the network for allowing authorised users to access the system via the at least one user device.
[0019] Preferably, the system further comprises a hardware bus that connects the processor, the storage device and the network interface to allow data transfer between the processor, the storage device and the network interface.
[0020] Preferably, the user interface is configured to provide access to the functions of the plurality of modules.
[0021] Preferably, each module of the plurality of modules are synchronised with each other.
[0022] Preferably, the each of the plurality of modules is configured to transmit and store real-time data on the remote server, enabling authorised users to access project updates, task progress, budget data, and schedule adjustments via user devices or the at least one user device.
[0023] Preferably, the at least one user device is an internet-connected device.
[0024] Preferably, the remote server is a cloud-based server.
[0025] Preferably, the network is an internet, Wi-Fi network, Ethernet, or cellular network.
[0026] Preferably, the processor is a Central Processing Unit (CPU).
[0027] Preferably, the Task Coordination and Execution Module (TCEM) is configured to allow users to define project tasks and assign them to team members, with tasks being updated in real-time based on progress tracked by the system.
[0028] Preferably, the Resource Allocation and Budget Control Module (RABCM) is configured to adjust budget parameters dynamically as resource utilisation and expenditures are tracked across different project modules. Preferably, the Scheduling and Timeline Optimisation Module (STOM) is configured to provide updates to project schedules, adjusting timelines automatically based on real-time task progress and resource availability.
[0029] Preferably, the Scope Management Module (SMM) is configured to generate alerts when project tasks or resource allocations fall out of alignment with the predefined project scope parameters.
[0030] Preferably, the plurality of modules further comprises a costing module that is configured to track and calculate project costs based on defined project objects and the tasks associated with those objects, updating project costs in real-time as the project progresses.
[0031] Preferably, the plurality of module further comprises a supplier portal, for facilitating suppliers to interact with the system to submit bids on project tasks, and the bids are tracked and managed within the Resource Allocation and Budget Control Module (RABCM).
[0032] Preferably, the project management system is configured to integrate with external accounting software, to align project costs with financial records and for accurate cost tracking.
[0033] Preferably, the project management system provides a customer portal for enabling clients to view project progress, approve changes to the project scope, and review associated costs.
[0034] Preferably, the Task Coordination and Execution Module (TCEM) is configured to enable drag-and-drop functionality, allowing users to move tasks between different modules, thereby simplifying task organisation and management.
[0035] Preferably, the plurality of modules further comprises a reporting module (RM) that is configured to generate detailed reports on project performance, including task completion rates, resource allocation, and budget adherence. Preferably, the Scheduling and Timeline Optimisation Module (STOM) is configured to generate Gantt charts, providing a visual representation of the project timeline and automatically updating based on real-time data.
[0036] Preferably, the plurality of module further comprises a Bid Packages Module (BPM) for allowing a user to send requests for quotes to contractors, track received bids, and incorporate the bid information into the project planning process.
[0037] Preferably, the plurality of module further comprises a Roles and Permissions Module (RPM) that is configured to control user access to different project modules based on their roles and responsibilities within the project.
[0038] Preferably, the system is web-based and hosted remotely, allowing multiple users, to collaborate and access project data simultaneously in real-time.
[0039] Accordingly, in a second aspect, the invention may be said to consist in a project management system, comprising at least the following steps: a processor configured to execute project management functions based on a project data; a remote server operatively connected to the processor for the storage and retrieval of the project data; a storage device that is operatively connected to the processor to store a plurality of modules, each of the plurality of modules being a software module which when executed by the processor is configured to perform specific project management functions using the project data.
[0040] Preferably, the plurality of modules further comprises at least two of the following: a Task Coordination and Execution Module (TCEM) that is configured to manage task creation, assignment, and tracking, wherein tasks are updated in realtime based on user input received via at least one user device; a Resource Allocation and Budget Control Module (RABCM) that is configured to track resource utilisation and expenditures, and to adjust budget parameters based on real-time task and resource data; a Scheduling and Timeline Optimisation Module (STOM) that is configured to adjust project schedules in response to real-time task progress and resource availability; and a Scope Management Module (SMM) that is configured to monitor the alignment of project tasks, resources, and timelines with predefined project scope parameters.
[0041] Preferably, the project management system further comprises a memory unit that is operatively connected to the processor and is configured to store at least software instructions and the project data.
[0042] Preferably the memory unit is a storage device.
[0043] Preferably, the storage unit comprises the memory unit.
[0044] Preferably, the storage device is a non-volatile storage device that is operatively connected to the processor and the memory unit to store project-related data and software modules.
[0045] Preferably, the Task Coordination and Execution Module (TCEM) is operable to receive task updates from authorised users via secure internet connections, allowing realtime task tracking across geographically distributed teams.
[0046] Preferably, the system further comprises a hardware bus that connects the processor, the storage device, and the network interface to allow data transfer between the processor, the storage device and the network interface. Preferably, the system further comprises a user interface that is operatively connected to the network interface for allowing authorised users to access the system via at least one user device.
[0047] Preferably, the user interface is part of the at least one user device.
[0048] Preferably, the user interface is configured to provide access to the functions of the plurality of modules.
[0049] Preferably, each module of the plurality of modules are synchronised with each other.
[0050] Preferably, the each of the plurality of modules is configured to transmit and store real-time data on the remote server, enabling authorised users to access project updates, task progress, budget data, and schedule adjustments via at least one user device.
[0051] Preferably, the at least one user device is an internet-connected device.
[0052] Preferably, the remote server is a cloud-based server.
[0053] Preferably, the remote server is operatively connected to the processor via an internet or Wi-Fi network.
[0054] Preferably, the processor is a Central Processing Unit (CPU).
[0055] Preferably, the RABCM is configured to calculate resource consumption and expenditure based on data received from the Task Coordination and Execution Module (TCEM), and store budget updates on the cloud-based remote server.
[0056] Preferably, the STOM is configured to modify project timelines based on task completion data and adjust subsequent tasks or resource allocations accordingly.
[0057] Preferably, the SMM is configured to identify deviations from the predefined project scope based on real-time data inputs from the TCEM and the RABCM. Preferably, the plurality of module further comprises a Data Analytics and Reporting Module (DARM) that is configured to generate reports on project progress, financial status, and scope adherence, wherein the reports are accessible via at least one platform.
[0058] Preferably, the at least one platform is a cloud-based platform
[0059] Preferably, the DARM is configured to analyse historical project data to predict potential risks, delays, or resource constraints based on predefined parameters.
[0060] Preferably, the plurality of module further comprises a User Access Control Module (UACM) that is configured to assign and manage user roles, permissions, and access to various project functions based on the user’s role within the project.
[0061] Preferably, the UACM allows authorised users (e.g., project managers) to modify user roles and access levels remotely via user devices or the at least one user device.
[0062] Preferably, the plurality of modules further comprises a Contractor and Vendor Management Module (CVMM), configured to facilitate interactions with external contractors and vendors, including receiving, reviewing, and approving bids, quotes, and contracts via the cloud-based system.
[0063] Preferably, the CVMM integrates with the RABCM to update project budgets and resources upon the approval of external contractor bids or quotes.
[0064] Preferably the plurality of modules further comprises a Document Management Module (DMM), configured to store, version-control, and share project documents, wherein the documents are accessible to authorised users via the internet, WI-FI or cellular network.
[0065] Preferably, the DMM is configured to track document edits, approvals, and versions, and logs all changes in an audit trail stored on the remote server (e.g. cloud-based remote server). Preferably, the STOM is configured to communicate task adjustments or schedule changes to authorised users via internet-connected devices.
[0066] Preferably, the SMM is configured to generate alerts upon detecting deviations from the predefined project scope and transmits notifications to the project manager for corrective action.
[0067] Preferably, the plurality of modules further comprises a Cross-Platform Integration Module (CPIM), configured to synchronise project data across multiple platforms and devices, wherein data from all modules is synchronised and accessible via the internet or Wi-Fi or cellular network.
[0068] Preferably, the TCEM supports the assignment of task dependencies and priorities, enabling tasks to be executed in a predefined sequence based on project requirements.
[0069] Preferably, the plurality of modules further comprises a Stakeholder Communication Module (SCM), configured to enable real-time communication and collaboration between project stakeholders, wherein communications are transmitted via the internet or Wi-Fi or cellular network.
[0070] Preferably, the SCM is integrated with the TCEM, allowing task-related discussions and decisions to be recorded and stored on the remote server.
[0071] According, in a third aspect, the invention resides in a method of managing at least one project, comprising the steps of: providing a project management system comprises a processor configured to execute project management functions based on a project data; a remote server operatively connected to the processor for the storage and retrieval of the project data; a storage device that is operatively connected to the processor to store a plurality of modules, each of the plurality of modules being a software module which when executed by the processor is configured to perform specific project management functions using the project data; wherein the method comprises executing each of the plurality of modules by the processor and performing at least two of the following project management functions: i. creating and assigning tasks, wherein tasks are updated in real-time based on user input received via at least one user device; ii. tracking resource utilisation and expenditures and adjusting budget parameters in real-time based on task progress and resource data; iii. adjusting project schedules using the processor and adjusting in response to real-time task progress and resource availability; iv. monitoring alignment of project tasks, resources, and timelines wherein the alignment of project tasks, resources, and timelines is checked against predefined project scope parameters to ensure consistency with project objectives.
[0072] Preferably, the method further comprises a step of updating tasks, resources, schedules, and scope in real-time based on the execution of the TCEM, RABCM, STOM, and SMM modules, to facilitate coordinated and optimised project management.
[0073] Preferably, the method further comprises facilitating, using a network interface, a communication between the processor and at least one external system or the at least one user device over a network thereby enabling the transmission and reception of the project data.
[0074] Preferably, the method further comprises storing at least software instructions and the project data using a memory unit that is operatively connected to the processor.
[0075] Preferably, method further comprises storing project-related data and software modules using the storage device.
[0076] Preferably, the method further comprises allowing authorised users to access the system via the at least one user device. Preferably, the method further comprises allowing data transfer between the processor, the memory unit and the network interface.
[0077] Preferably, the method further comprises providing access to the functions of the plurality of modules.
[0078] Preferably, the method further comprises synchronising the plurality of modules with each other.
[0079] Preferably, the method further comprises transmitting and storing real-time data on the remote server, enabling authorised users to access project updates, task progress, budget data, and schedule adjustments via user devices or the at least one user device.
[0080] Preferably, method further comprises allowing users to define project tasks and assign them to team members, with tasks being updated in real-time based on progress tracked by the system.
[0081] Preferably, method further comprises using adjusting budget parameters as resource utilisation and expenditures are tracked across different project modules.
[0082] Preferably, the method further comprises providing updates to project schedules, adjusting timelines automatically based on real-time task progress and resource availability.
[0083] Preferably, the method further comprises generating alerts when project tasks or resource allocations fall out of alignment with the predefined project scope parameters, prompting a review of the changes by an authorised user (e.g. project manager).
[0084] Preferably, the method further comprises tracking and calculating project costs based on defined project objects and the tasks associated with those objects and updating project costs in real-time as the project progresses.
[0085] Preferably, the method further comprises, using a supplier portal, interacting with the system to submit bids on project tasks, and the bids are tracked and managed within the Resource Allocation and Budget Control Module (RABCM). Preferably, the method further comprises, using external accounting software, and aligning project costs with financial records for accurate cost tracking.
[0086] Preferably, the method further comprises enabling clients to view project progress, approve changes to the project scope, and review associated costs.
[0087] Preferably, the method further comprises enabling drag-and-drop functionality, thereby allowing users to move tasks between different modules for simplifying task organisation and management.
[0088] Preferably, the method further comprises generating detailed reports on project performance, including task completion rates, resource allocation, and budget adherence.
[0089] Preferably, the method further comprises providing a visual representation of the project timeline and automatically updating based on real-time data.
[0090] Preferably, the method further comprises sending requests for quotes to contractors, track received bids, and incorporating the bid information into the project planning process.
[0091] Preferably, the method further comprises controlling user access to different project modules based on their roles and responsibilities within the project.
[0092] Preferably, the method further comprises designing the system to be web-based and hosted remotely, thereby allowing multiple users, including contractors, customers, and suppliers, to collaborate and access project data simultaneously in real-time.
[0093] Preferably, the method further comprises storing at least software instructions and the project data into the memory unit to a memory or the storage device.
[0094] Preferably, the method further comprises receiving task updates from authorised users via secure internet connections, thereby allowing real-time task tracking across geographically distributed teams. Preferably, the system further comprises a hardware bus that connects the processor, the memory unit and the network interface and the method further comprises allowing data transfer between the processor, the memory unit and the network interface.
[0095] Preferably, the system further comprises a user interface that is operatively connected to the network interface and the method further comprises allowing authorised users to access the system via the at least one user device.
[0096] Preferably, the method further comprises using the at least one user device to provide access to the functions of the plurality of modules.
[0097] Preferably, method further comprises transmitting and storing real-time data on the remote server using each of the plurality of modules, and enabling authorised users to access project updates, task progress, budget data, and schedule adjustments via the at least one user device.
[0098] Preferably, the method further comprises calculating resource consumption and expenditure based on data received from a Task Coordination and Execution Module (TCEM), and storing budget updates on the cloud-based remote server.
[0099] Preferably, method further comprises modifying project timelines based on task completion data and adjusts subsequent tasks or resource allocations accordingly.
[0100] Preferably, the method further comprises identifying deviations from the predefined project scope based on real-time data inputs from the task coordination and execution module and the resource allocation and budget control module.
[0101] Preferably, the method further comprises generating reports on project progress, financial status, and scope adherence, wherein the reports are accessible via at least one platform.
[0102] Preferably, the at least one platform is a cloud-based platform Preferably, method further comprises analysing historical project data to predict potential risks, delays, or resource constraints based on predefined parameters.
[0103] Preferably, the method further comprises assigning and manage user roles, permissions, and access to various project functions based on the user’s role within the project.
[0104] Preferably, the method further comprises allowing authorised users (e.g., project managers) to modify user roles and access levels remotely via the at least one user device.
[0105] Preferably, the method further comprises facilitating interactions with external contractors and vendors, including receiving, reviewing, and approving bids, quotes, and contracts via the cloud-based system.
[0106] Preferably, the method further comprises updating project budgets and resources upon the approval of external contractor bids or quotes.
[0107] Preferably the method further comprises storing, version-control, and share project documents, wherein the documents are accessible to authorised users via the internet, WIFI or cellular network.
[0108] Preferably, the method further comprises tracking document edits, approvals, and versions, and logs all changes in an audit trail stored on the cloud-based remote server.
[0109] Preferably, the method further comprises communicating task adjustments or schedule changes to authorised users via internet-connected devices.
[0110] Preferably, the method further comprises generating alerts upon detecting deviations from the predefined project scope and transmits notifications to the project manager for corrective action.
[0111] Preferably, the method further comprises synchronising project data across multiple platforms and devices, wherein data from all modules is synchronised and accessible via the internet or Wi-Fi or cellular networks. Preferably, method further comprises supporting the assignment of task dependencies and priorities, thereby enabling tasks to be executed in a predefined sequence based on project requirements.
[0112] Preferably, the method further comprises enable real-time communication and collaboration between project stakeholders, wherein communications are transmitted via the internet, Wi-Fi or cellular network.
[0113] Preferably, the method further comprises allowing task-related discussions and decisions to be recorded and stored on the remote server.
[0114] Preferably, the system is the one as defined in any one of the above aspects.
[0115] According to a fourth aspect, the invention resides in a project management method, comprising at least the following steps: providing a project management system comprising a processor configured to execute project management functions based on a project data; a remote server operatively connected to the processor for the storage and retrieval of the project data, a storage device that is operatively connected to the processor to store a plurality of modules, each of the plurality of modules being a software module which when executed by the processor is configured to perform specific project management functions using the project data; and executing by the processor, at least two of the plurality of modules to perform specific project management functions, wherein the at least two of the plurality of modules are selected from at least two of the following: a. a Task Coordination and Execution Module (TCEM) that is configured to manage task creation, assignment, and tracking, wherein tasks are updated in real-time based on user input received via at least one user device; b. a Resource Allocation and Budget Control Module (RABCM) that is configured to track resource utilisation and expenditures, and to adjust budget parameters based on real-time task and resource data; c. a Scheduling and Timeline Optimisation Module (STOM) that is configured to adjust project schedules in response to real-time task progress and resource availability; and d. a Scope Management Module (SMM) that is configured to monitor the alignment of project tasks, resources, and timelines with predefined project scope parameters.
[0116] In one aspect, the present invention resides in a project management system in which a project to be carried out is defined by one or more objects and a series of modules dealing with different aspects of the project, and wherein the system is designed to allow each module to call the object or objects and store additional information relevant to each module.
[0117] Preferably, the system comprises a remote server and database.
[0118] Preferably, the remote server comprises provision to allow users to register to become registered users of the system.
[0119] Preferably, the remote server is configured to allow only registered users to use the system.
[0120] In another aspect, the present invention resides in a project management software comprising a set of items which can be used to define one or more projects or sub-sets of a project; a plurality of modules each defining a different aspect of the project; the objects can be shared across multiple modules so that the software contains a consistent set of objects for a project; each module capable of adding additional information to one or more of the items relevant to that module.
[0121] Preferably, the items are designed to be dragged and dropped from one module to another, or otherwise classified.
[0122] Preferably, the one or more projects or sub-sets of a project are defined in a set of project objects. Preferably, the software is adapted to store the scope of works comprising the set of project objects together with additional information.
[0123] Preferably, scope of works is reused in the different modules.
[0124] In any of the above aspects, one or more statements relating to any one aspect may equally apply to any other aspect.
[0125] As used hereinbefore and hereinafter and unless stated otherwise, the word 'for' is to be interpreted to mean only 'suitable for', and not for example, specifically 'adapted' or 'configured' for the purpose that is stated.
[0126] As used hereinbefore and hereinafter and unless stated otherwise ‘and / or’ means ‘and’ or ‘or’ or both.
[0127] As used hereinbefore and hereinafter and unless stated otherwise, “(s)”, following a noun means the plural and / or singular forms of the noun.
[0128] As used hereinbefore and hereinafter and unless stated otherwise, ‘connected’, means ‘directly or indirectly connected’. For example, it may include directly connected but may also include connected using / through another member(s) or component(s) or though wired or wireless communication.
[0129] For purposes of the description hereinafter, the terms “upper”, “lower”, “right”, “left”, “vertical”, “horizontal”, “top”, “bottom”, “lateral”, “longitudinal” and derivatives thereof shall relate to the invention as it is oriented in the drawing figures. However, it is to be understood that the invention may assume various alternative variations, except where expressly specified to the contrary. It is also to be understood that the specific devices illustrated in the attached drawings, and described in the following description are simply exemplary embodiments of the invention. Hence, specific dimensions and other physical characteristics related to the embodiments disclosed herein are not to be considered as limiting. It is acknowledged that the term ‘comprise’ may, under varying jurisdictions, be attributed with either an exclusive or an inclusive meaning. For the purpose of this specification, and unless otherwise noted, the term ‘comprise’ shall have an inclusive meaning - i.e., that it will be taken to mean an inclusion of not only the listed components it directly references, but also other non-specified components or elements. This rationale will also be used when the term ‘comprised’, ‘comprises’ or ‘comprising’ is used in relation to one or more steps in a method or process.
[0130] It is known to those with skill in the art of patenting, that the word ‘substantially’ can in some instances, be used to broaden a term. It should be stated that, in this specification, use of the word ‘substantially’ with a term, to define a feature(s), gets all the benefit (i.e., the benefit of broadening) afforded by the use of the word ‘substantially’, and also includes within its scope feature(s) being that the term exactly (without broadening). For example, if a feature is described / defined in this specification as being ‘substantially vertical’, then that includes, within its scope, the feature being ‘close’ to vertical (in so far as the word ‘substantially’ is deemed to broaden the term ‘vertical’), and also includes within its scope the features being ‘exactly’ vertical.
[0131] All references, including any patents or patent applications cited in this specification are hereby incorporated by reference. No admission is made that any reference constitutes prior art. The discussion of the references states what their authors assert, and the applicants reserve the right to challenge the accuracy and pertinency of the cited documents. It will be clearly understood that, although a number of prior art publications may be referred to herein; this reference does not constitute an admission that any of these documents form part of the common general knowledge in the art, in New Zealand or in any other country.
[0132] BRIEF DESCRIPTION OF THE DRAWIINGS
[0133] Further aspects of the present invention will become apparent from the following description which is given by way of example only and with reference to the accompanying drawings in which: Figure 1 is a schematic diagram showing the interrelationship of different parts of the project management system according to one example of the present invention.
[0134] Figure 2 is a schematic diagram showing relevant accounting functions in accordance with one example of the present invention.
[0135] Figure 3 is a schematic diagram showing a list of possible objects, according to one example of the present invention.
[0136] Figure 4 is an example of a screenshot of a screen of a user device in which a net project is entered, in this case requiring three different components new cladding, new roofing and rewiring a house, according to one example of the present invention.
[0137] Figure 5 is an example of a screenshot of a screen of user device showing the relevant outputs for creating bid packages, i.e., a group of items to be sent to suppliers to enable the suppliers to quote forthem, in accordance with one example of the present invention.
[0138] Figure 6 is an example of a screen of a user’s device showing pricing groups for customer facing quotes, according to one example of the present invention.
[0139] Figure 7 is a screenshot of a user device showing the creation of scope of works, specification, and selections for documentation according to one example of the present invention.
[0140] Figure 8 is a schematic diagram of a project management system according to one example of the present invention
[0141] Figure 9 is a schematic diagram showing a hardware bus connecting the processor, storage device, and network interface to allow seamless data transfer between these components in the system of Figure 8.
[0142] Figure 10 is a schematic diagram showing an example where various modules are stored inside the storage device of the system of Figure 8. DETAILED DESCRIPTION
[0143] With reference to Figures 1 to 7, an example of a project management system according to the present invention will now be described.
[0144] The invention described with reference to those drawings relate to an example of a project management system according to the present invention. The project management system may be an object-oriented, incorporating "project objects" and a "scope of works" feature to effectively manage projects. While the embodiment discussed here applies primarily to the construction and home renovation industries, it is not restricted to these fields and can be applied to many other suitable fields.
[0145] In its preferred form, the invention may be hosted on a remote server, which may contain a database (e.g. remote database) designed to allow users to define a project using one or more project objects. These objects may be subsequently used across different modules, each covering a distinct aspect of the project. After the user defines the project in terms of one or more objects, each object may be accessed by the relevant modules, and specific additional information may be stored for each object in each module.
[0146] The remote server may be designed to allow users to register and become authorised to access the system. Unauthorised users may be restricted from accessing the system. Additionally, various classes of registered users may be established, each with different access rights, depending on their roles within the system.
[0147] For example, the system may be applied to the building industry. A user may define a project such as a home renovation by creating project objects representing components like new cladding, new roofing, and the rewiring of a house. These objects may be moved between various modules, including a costing module and a scope of works module. Each module may add supplementary information relevant to the object, depending on the module’s purpose. The project objects, once defined, remain consistent across all modules, thereby helping ensure that all documents related to the project are aligned. The business model for this system may be ideally structured as "Software as a Service" (SaaS), allowing multiple users to access the system under different subscriptions and access levels. The system may be a web-based application, enabling different parties such as contractors, customers, and suppliers to work on the same project simultaneously.
[0148] In the case of building projects, the system may integrate with third-party accounting software, such as but not limited to Xero®. Although, Zeero® is referred to in the drawings as one example, many other suitable accounting software or platforms may be used. By interfacing with such accounting software, users may be able to ensure that project costs are accurately tracked and aligned with other project details, such as scope and specifications. The software may include numerous built-in checks and balances to prevent progression of the project until all objects are properly aligned, reducing the risk of discrepancies between project scope and cost.
[0149] The project management system comprises various modules that interact with one another. A brief description of these modules is as follows:
[0150] • Accounting module 10 for integrating with external accounting software (e.g., Xero®), allowing expenses to be entered and subsequently called upon by the project management software.
[0151] • Reporting module 11 for providing detailed reports on project performance.
[0152] • Franchisor portal 12 for franchisees operating in different locations to interact with local customers and suppliers.
[0153] • Invoicing module 13 for processing payments based on project plans.
[0154] • Variations module 14 for handling project variations that occur during the project.
[0155] Customer portal 15 for enabling clients to interact with project managers and monitor project progress. • Contacts module 16 for maintaining records of customers, contractors, and suppliers.
[0156] • Roles and permissions module 17 for controlling access levels based on user roles.
[0157] • Marketing module 18 including marketing plans and performance tracking for marketing purposes.
[0158] • Business planning module 19 for providing tools for business strategy development.
[0159] • Roles activities update module 20 designed to track user roles and responsibilities within the project.
[0160] • Costing module 21 for calculating and updating project costs.
[0161] • Bid packages module 22 for assisting in managing bids from contractors and suppliers.
[0162] • Pricing module 23 for generating customer-facing project quotes.
[0163] • Navigation module 24 for facilitating ease of use across different system functions.
[0164] • Activities module 25 for tracking ongoing project tasks.
[0165] • Scope of works module 26 containing detailed project specifications.
[0166] • Supplier portal module 27 for handling supplier-related tasks, including purchase orders.
[0167] • Schedule module 28 for providing Gantt charts for project planning and tracking.
[0168] • Site management module 29 for enabling contractors to log timesheets, daily tasks, and project variations.
[0169] The system may integrate seamlessly with cloud-based accounting software, such as but not limited to Xero®. When a renovation consultant issues an invoice based on the quoted project price, the software may ensure that the invoice matches the bid price agreed upon by the customer, unless there has been a variation in scope approved by the customer.
[0170] The accounting functions are shown in Figure 2, by way of example, where invoicing 34 by the consultant interacts with the customer portal module 35. Bid packages module 36 and the supplier portal 37 work together with the accounting module 38, ensuring that the data from the accounting system is aligned with project requirements. Supplier invoices may be imported into the system and stored in the data warehouse 40. Comparing Figure 2 with Figure 1, the accounting module 38 may be same as accounting module 10, the bid packages module 36 may be same as bid packages module 22, the customer portal module 35 may be same as customer portal 15, and the supplier portal 37 may be same as supplier portal module 27.
[0171] Figures 4-7 are screenshot examples of various project management screens. Figure 4, for example, shows a costing screen in which project components such as new cladding and rewiring are listed, along with their specifications. The scope of works for these tasks may be detailed within the system, and the relevant project objects may be linked with additional information stored in the system’s database.
[0172] Figure 5 shows how bid packages may be created from the scope of works, allowing project managers to send requests for quotes to contractors. The system may collate contractor bids, enabling the project manager to make informed decisions.
[0173] Figure 6 shows a pricing screen, where project costs and margins may be calculated. The total material cost in this example is $ 123,000, with a project margin of 45%, resulting in a total project price of $286,000.
[0174] Figure 7 presents the scope of works screen, grouping project items and highlighting out-of-scope items to manage the project efficiently.
[0175] Thus, for the above it can be appreciated that in the most preferred embodiment, the project management system of the present invention may be designed to allow users to manipulate items through drag-and-drop functionality, enabling them to move data from one grouping to another easily. This drag-and-drop functionality can simplify the organisation process, enhancing efficiency and user experience for project managers.
[0176] The system operates by defining one or more projects, or subsets of a project, using "project objects." Each project object acts as a fundamental building block that holds specific information relevant to the project. These objects can be reused across various modules, thereby allowing a structured, consistent approach to project management.
[0177] The software is further designed to store the entire "scope of works" as a set of project objects, along with additional related information. This structure allows the scope of works to be reused across multiple modules within the system, improving efficiency in managing different aspects of a project.
[0178] Accordingly, referring to Figure 8, the project management system 100 according to the present invention may comprise a processor 102 that is configured to execute various project management functions based on a project data, a remote server 104 operatively connected to the processor for the storage and retrieval of the project data and a storage device 106 operatively connected to the processor that stores a plurality of software modules, each of which is designed to perform specific project management functions.
[0179] The system 100 may include several modules. A Task Coordination and Execution Module (TCEM) 120, is for managing the creation, assignment, and tracking of tasks. Realtime updates are received from one or more user devices. A Resource Allocation and Budget Control Module (RABCM) 122, is for tracking resource utilisation and expenditures, adjusting the budget based on real-time data. A Scheduling and Timeline Optimisation Module (STOM) 124, is for adjusting project schedules in response to realtime task progress and resource availability. A Scope Management Module (SMM) 126, is for checking / ensuring that project tasks, resources, and timelines are aligned with predefined project scope parameters.
[0180] The system may also include a memory unit that is operatively connected to the processor 102 and may store both software instructions and project data. The storage device 106 may comprise the memory unit. Alternatively, the storage device may be the memory unit. The storage device 106 may be non-volatile, meaning it may be capable of securely storing project-related data and software modules.
[0181] In one example, the storage device may be or may comprise a memory (e.g., random access memory (RAM), cache memory, flash memory, etc.), one or more other storage device(s) (e.g., a hard disk, an optical drive such as a compact disk (CD) drive or digital versatile disk (DVD) drive, a flash memory stick, etc.). Although not shown, the system 100 may comprise numerous other elements and functionalities. The processor 102 may be an integrated circuit for processing instructions.
[0182] The Task Coordination and Execution Module (TCEM) 120 may be operable to receive task updates from authorised users via secure internet connections, enabling realtime task tracking across geographically distributed teams.
[0183] The system 106 may further comprise a network interface 108 configured to facilitate communication between the processor and at least one external system or user device(s) over a network, enabling the transmission and reception of the project data. The network interface 108 may support wired or wireless communication protocols.
[0184] The system 100 may also comprise a hardware bus 116 that connects the processor 102, storage device 106, and network interface 108 to allow seamless data transfer between these components.
[0185] In one example, all data that are stored in the server may be transmitted and stored in the storage device. In another example all data that are stored in the storage device may be transmitted and stored in the storage device. In one example, the storage device may be located in the server.
[0186] At least one user device 112 may be operatively connected to the network interface, allowing authorised users to access the system via the user device(s) 112. More than one user device(s) may be used. The user device may comprise a user interface 114 that may provide provides access to all the system's modules and their respective functionalities. One example of the user interface 114 is a display screen (e.g., a liquid crystal display (LCD), touchscreen, or other suitable display device(s)) that may also function as an input device (e.g. a touchscreen to receive an input). Alternatively, or additionally, the user device(s) 112 may comprise a separate the input device such as a touchscreen, keyboard, microphone, touchpad, electronic pen, and / or any other type of input device to input data. The user device(s) 112 may be connected to a network 118 (e.g., a local area network (LAN), a wide area network (WAN) such as the Internet, mobile network, or any other suitable type of network) via a network interface connection (not shown). Many different types of user device(s) may exist, and the aforementioned input and output device(s) may take other forms. Software instructions in the form of a computer readable program code and / or project management application to perform embodiments of the invention may be stored, in whole or in part, temporarily or permanently, on a non- transitory computer readable medium such as a CD, DVD, storage device, a diskette, a tape, flash memory, physical memory, or any other computer readable storage medium such as off-site storage, off cloud storage etc. Specifically, the software instructions may correspond to computer readable program code that when executed by a processor, is configured to perform embodiments of the invention.
[0187] Each module in the system may be synchronised, allowing real-time data transmission and storage on the remote server, enabling users to access accurate project updates, task progress, budget data, and schedule adjustments.
[0188] The processor 102 may be one or more cores, or micro-cores of a processor.
[0189] The user device(s) 112 may be part of the system 100 or external to the system 100.
[0190] The remote server 104 may be a cloud-based and may be operatively connected to the processor via an internet, cellular or Wi-Fi network. The processor 102 is preferably a Central Processing Unit (CPU), which handles the execution of software instructions efficiently.
[0191] The system 100 may be implemented on a remote server 104 with a connected database. Users define projects using one or more project objects, which can then be utilised by different modules in the system. Each module may relate to a distinct aspect of the project. Once a project object is defined, it may be accessed by any module, and additional information specific to that module can be stored.
[0192] The system or the plurality of modules of the system may comprise a Contractor and Vendor Management Module (CVMM) 128, designed to facilitate interactions with external contractors and vendors, allowing the system to handle bid approvals, quotes, and contracts. This module may integrate with the Resource Allocation and Budget Control Module (RABCM), updating project budgets when contractor bids are approved.
[0193] A Document Management Module (DMM) 130 may also be included in the system or a as a part of plurality of modules, providing version control and allowing documents to be shared. The DMM may track edits, approvals, and versions, and log all changes in an audit trail stored on the cloud-based server.
[0194] As shown in Figure 3, project items are represented as "objects" (or entries) in the system’s database. Once created, these project objects can be dragged and dropped into different modules within the system. When a project object is moved into the costing module, additional relevant information is appended to the object in adjacent fields. Similarly, when the object is moved to the scope of works module, relevant project information specific to that module is added. This feature allows alignment across all documentation and minimises discrepancies in the project’s scope.
[0195] The Scheduling and Timeline Optimisation Module (STOM) 124 may communicate task adjustments and schedule changes to authorised users via internet-connected devices. This module can allow to ensure that project timelines are kept updated as tasks progress and resource allocations are adjusted accordingly. If there are deviations from the predefined project scope, the Scope Management Module (SMM) 126 may generate alerts and transmit notifications to the project manager, ensuring corrective actions are taken to maintain alignment.
[0196] The system may further include a Cross-Platform Integration Module (CPIM) 132, which synchronises project data across multiple platforms. This can help ensure that all modules are integrated, and data is accessible via the internet or Wi-Fi or similar from any location. The Task Coordination and Execution Module (TCEM) may also support the assignment of task dependencies and priorities, enabling tasks to be executed in a predefined sequence based on project requirements.
[0197] Additionally, the system may include a Stakeholder Communication Module (SCM) 134, which facilitates real-time communication between project stakeholders. SCM 134 may be integrated with the TCEM 120, and it may record task-related discussions and decisions. This can help ensure that all communications are stored securely on the remote server.
[0198] The system 100 or the plurality of modules may further comprise a Bid Packages Module (BPM) 135 that may facilitate project managers to send requests for quotes to contractors, track received bids, and incorporate the bid information into the project planning process.
[0199] The system 100 or the plurality of modules may comprise a Data Analytics and Reporting Module (DARM) 138 configured to generate reports on project progress, financial status, and scope adherence, wherein the reports are accessible via at least one platform. The DARM 138 may be configured to analyse historical project data to predict potential risks, delays, or resource constraints based on predefined parameters.
[0200] The system 100 or the plurality of modules may comprise a User Access Control Module (UACM) 140 that is configured to assign and manage user roles, permissions, and access to various project functions based on the user’s role within the project. The UACM 140 may allow authorised users (e.g., project managers) to modify user roles and access levels remotely via the user device(s). There may be other additional module(s) including the ones described above with reference to Figures 1 to 7 which is represented by reference numeral 142 in Figure 10.
[0201] This description above provides illustrative examples of the preferred embodiment, but the invention is not limited to these examples. The modular, object-oriented approach described here can be applied to various industries, such as but not limited to software development, advertising, legal services, consulting, and plant construction. The system’s adaptability makes it useful for any organisation that requires efficient project management and task execution.
[0202] ADVANTAGES
[0203] Some non-limiting advantages of the present invention may include the following:
[0204] • By integrating a comprehensive scope of works within the project documentation, the system according to the present invention can align all major project-related elements, such as costs, pricing, and scope thereby minimising the risk of contractual disputes.
[0205] • The reuse of project objects across modules can significantly reduce the risk of documentation gaps, ensuring that the project remains consistent across all stages.
[0206] • The present invention is capable of supporting a full range of business requirements, including business planning, marketing, human resources, customer interaction, supplier interaction, reporting, and benchmarking.
[0207] • The present invention can allow for accurate, up-to-the-minute tracking of physical progress on-site, enabling project managers to make timely adjustments to schedules and budgets.
[0208] • The present invention can offer early warnings when risks arise.
[0209] • The present invention can enhance risk management and minimise disputes over scope and resources so that there is minimal or no gap between project planning and execution, resulting in more efficient and successful project outcomes.
Claims
CLAIMS:
1. A project management system, comprising: a processor configured to execute project management functions based on a project data; a remote server operatively connected to the processor for the storage and retrieval of the project data; a storage device that is operatively connected to the processor to store a plurality of modules, each of the plurality of modules being a software module which, when executed by the processor, is configured to perform specific at least one project management function using the project data, the plurality of modules comprising at least two of the following: a Task Coordination and Execution Module (TCEM) that is configured to manage task creation, assignment, and tracking, wherein tasks are updated in real-time based on user input received via at least one user device; a Resource Allocation and Budget Control Module (RABCM) that is configured to track resource utilisation and expenditures, and to adjust budget parameters based on realtime task and resource data; a Scheduling and Timeline Optimisation Module (STOM) that is configured to adjust project schedules in response to real-time task progress and resource availability; and a Scope Management Module (SMM) that is configured to monitor the alignment of project tasks, resources, and timelines with predefined project scope parameters.
2. A system as claimed in claim 1, wherein the system further comprises a network interface configured to facilitate communication between the processor and at least one external system or the at least one user device over a network, enabling the transmission and reception of the project data.
3. A system as claimed in any one of the preceding claims, wherein the at least one user device is part of the system and comprises a user interface that is operatively connected to the network interface via the network for allowing authorised users to access the system via the at least one user device.
4. A system as claimed in any one of the preceding claims, wherein each module of the plurality of modules are synchronised with each other.
5. A system as claimed in any one of the preceding claims, wherein each of the plurality of modules is configured to transmit and store real-time data on the remote server, enabling authorised users to access project updates, task progress, budget data, and schedule adjustments via the at least one user device.
6. A system as claimed in any one of the preceding claims, wherein the at least one user device is an internet-connected device.
7. A system as claimed in any one of the preceding claims, wherein the remote server is a cloud-based server.
8. A system as claimed in any one of the preceding claims, wherein the Task Coordination and Execution Module (TCEM) is configured to allow users to define project tasks and assign them to team members, with tasks being updated in realtime based on progress tracked by the system.
9. A system as claimed in any one of the preceding claims wherein, the Resource Allocation and Budget Control Module (RABCM) is configured to adjust budget parameters as resource utilisation and expenditures are tracked across different project modules.
10. A system as claimed in any one of the preceding claims, wherein the Scheduling and Timeline Optimisation Module (STOM) is configured to provide updates to project schedules, adjusting timelines automatically based on real-time task progress and resource availability.
11. A system as claimed in any one of the preceding claims, wherein the Scope Management Module (SMM) is configured to generate alerts when project tasks or resource allocations fall out of alignment with the predefined project scope parameters.
12. A system as claimed in any one of the preceding claims, wherein the plurality of modules further comprises a costing module that is configured to track and calculate project costs based on defined project objects and the tasks associated with those objects and updating project costs in real-time as the project progresses.
13. A system as claimed in any one of the preceding claims, wherein the plurality of module further comprises a supplier portal, wherein suppliers can interact with the system to submit bids on project tasks, and the bids are tracked and managed within the Resource Allocation and Budget Control Module (RABCM).
14. A system as claimed in any one of the preceding claims, wherein the project management system is designed to integrate with external accounting software, to align project costs with financial records and for accurate cost tracking.
15. A system as claimed in any one of the preceding claims, wherein the project management system comprises a customer portal for enabling clients to view project progress, approve changes to the project scope, and review associated costs.
16. A system as claimed in any one of the preceding claims, wherein the Task Coordination and Execution Module (TCEM) is configured to enable a drag-and- drop functionality, allowing users to move tasks between different modules, simplifying task organisation and management.
17. A system as claimed in any one of the preceding claims, wherein the plurality of modules further comprises a reporting module that is configured to generate detailed reports on project performance, including task completion rates, resource allocation, and budget adherence.
18. A system as claimed in any one of the preceding claims, wherein the Scheduling and Timeline Optimisation Module (STOM) is configured to generate Gantt charts, providing a visual representation of the project timeline and automatically updating based on real-time data.
19. A project management method, comprising at least the following steps: providing a project management system comprising a processor configured to execute project management functions based on a project data; a remote server operatively connected to the processor for the storage and retrieval of the project, a data storage device that is operatively connected to the processor to store a plurality of modules, each of the plurality of modules being a software module which when executed by the processor is configured to perform specific project management functions using the project data; and executing by the processor, at least two of the plurality of modules to perform specific project management functions, wherein the at least two plurality of modules are selected from at least two of the following: a. a Task Coordination and Execution Module (TCEM) that is configured to manage task creation, assignment, and tracking, wherein tasks are updated in real-time based on user input received via at least one user device; b. a Resource Allocation and Budget Control Module (RABCM) that is configured to track resource utilisation and expenditures, and to adjust budget parameters based on real-time task and resource data; c. a Scheduling and Timeline Optimisation Module (STOM) that is configured to adjust project schedules in response to real-time task progress and resource availability; andd. a Scope Management Module (SMM) that is configured to monitor the alignment of project tasks, resources, and timelines with predefined project scope parameters.
20. A method as claimed in claim 19, wherein the method further comprises facilitating, using a network interface, a communication between the processor and at least one external system or the at least one user device over a network thereby enabling the transmission and reception of the project data.
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