Digital management method, system and device for construction process settlement

By establishing a link between project codes and data in construction projects, static and dynamic cost lists are generated. By utilizing digital management systems and equipment, the problem of low settlement efficiency in construction projects is solved, efficient management of progress payments and settlements is achieved, the work efficiency of construction units and auditors is improved, and fund delays are reduced.

WO2026008084A1PCT designated stage Publication Date: 2026-01-08DENG KEFAN

Patent Information

Application Number
PCT/CN2025/114671
Authority / Receiving Office
WO · WO
Patent Type
Applications
Current Assignee / Owner
Priority Date
2024-07-04
Filing Date
2025-08-14
Publication Date
2026-01-08

AI Technical Summary

Technical Problem

Low efficiency in construction project settlement leads to delays in progress payments and settlements, resulting in frequent triangular debts among construction companies, owners, and suppliers. Furthermore, auditing is difficult, making it impossible to promptly confirm changes in costs.

Method used

By establishing a link between project codes and project data, static and dynamic project cost lists are generated, enabling orderly, complete, and synchronous summarization of project progress payments and settlements. The system utilizes digital management systems and equipment to link construction, quality inspection, and safety data, supports electronic signatures and seals, automates the processing of quantity verification and changes, and generates progress payment and settlement reports.

Benefits of technology

This improved the efficiency of construction companies applying for and auditing progress payments and settlements, saved on interest costs, facilitated smooth settlement of construction projects, reduced delays, and improved overall project quality and efficiency.

✦ Generated by Eureka AI based on patent content.

Smart Images

  • Figure CN2025114671_08012026_PF_FP_ABST
    Figure CN2025114671_08012026_PF_FP_ABST
Patent Text Reader

Abstract

Disclosed in the present invention are a digital management method, system and device for construction process settlement. By systematically, completely and synchronously summarizing "relevant documentation" for progress payment application and settlement during engineering construction, the efficiency of application of a construction unit and auditing of an auditing party for progress payments and settlement is greatly improved, a significant amount of capital interest costs are saved for the construction unit, and income increase such as profit doubling is realized, thereby having positive economic and social benefits for achieving smooth settlement of various construction projects.
Need to check novelty before this filing date? Find Prior Art

Description

An engineering process settlement digital management method, system and device TECHNICAL FIELD

[0001] The present application belongs to the technical field of engineering settlement, and in particular relates to an engineering process settlement digital management method, system and device. BACKGROUND

[0002] With the development of computer technology, mathematical algorithms, deep learning and other basic technologies, the whole society is currently in the era of Internet, digitization and intelligentization. The core is a rich and perfect database, and all interconnections, i.e. "people, machines and machines, machines and people are linked into one" are the characteristics of the times. Therefore, digital technology and artificial intelligence technology are specifically used in mobile payment, driverless vehicles, intelligent navigation and other aspects, greatly improving work and life efficiency.

[0003] On the contrary, at present, in various engineering industries including the construction industry, cost management is still in the low-efficiency manual mode. The cost control of the construction process, including "progress payment and settlement", is currently carried out in a manual mode, which is far behind the times. For example:

[0004] (1) Huge concurrent workload:

[0005] In the engineering construction process, the "physical and file" two systems are required to be synchronized, and the quantity of work content is large and the quality requirement is high, which causes the current manual mode to be unable to adapt and meet:

[0006] 1) Work characteristics: there are a large number of changes in the construction cost, which correspond to a large number of basis documents;

[0007] During the construction process, a large number of changes in the cost caused by "various changes and construction product approval quantities" will naturally occur, and each cost value has corresponding legal document basis.

[0008] 2) Judgment standard: related cost "documents and certificates" need to be timely counted;

[0009] Engineering-related laws and regulations: changes in engineering cost need "cost changes and corresponding document certificates" to be synchronized to be confirmed. Each item of cost "quantity of construction, changes" needs "related document certificates" to confirm the relevant cost, i.e. "progress payment and settlement" of the payment and receipt work.

[0010] (2) Low efficiency of construction project progress payment application and settlement:

[0011] 1) There is no unified work system for the parties involved, and there is a lack of collaboration standards and unified control:

[0012] The relevant documents and material certificates involve various people, things and materials related to construction. The number of documents is huge, and there is no unified work system, format and process for "construction, construction and supervision". The time for providing relevant documents and material certificates cannot be supervised.

[0013] 2) Lack of process management and frequent human factors:

[0014] The personnel related to engineering construction and cost are all multitasking, and the work process is in a "constant change and numerous affairs" environment. The out-of-control phenomenon is frequent, causing the engineering process management affairs to often be out of touch with the actual image progress tasks. In terms of "a large number of changes and approved quantities" in cost, the "relevant documents and certificates" of each content cannot be orderly, complete and synchronized. In 100% of the engineering projects, the construction unit itself has a large number of delay problems in "progress payment and settlement".

[0015] (3) Auditing is difficult, and the auditing party lacks information to smoothly audit and further delay the payment and receipt of engineering funds:

[0016] Because the "results and relevant documents and certificates" related to cost provided by the construction unit often have many problems, even repeatedly, the auditing party cannot easily, quickly and intuitively obtain the final results of cost, which again causes the delay of actual engineering funds.

[0017] Through the above element analysis, it can be seen that there are a large number of delays in the cost "progress payment and settlement" that exist universally, causing the frequent triangular debt phenomenon among the construction unit, the owner, the supplier and the peasant worker's wages, and further causing various social problems, which is worth improving with technical means.

[0018] The inventor has experienced many project businesses of "construction, cost, quality inspection" and the like full process with design as the leader for nearly 30 years of work, and has rich first-line work experience and comprehensive experience, and deeply understands and realizes the above-mentioned pain points of the building industry. A working thought mode of "design guidance, design construction operation integration" is established, and many theme results are summarized, and many special articles are published. (1) First, based on the building design problem, the experience and research results in recent years are sorted out and arranged, and professional books such as "Fine Design", "General Plan Design Commonly Used Specification One-stop", "Underground Garage Design Commonly Used Specification One-stop", "Residential Building Design Commonly Used Specification One-stop", "Community Commercial Design Commonly Used Specification One-stop", "Daycare Center and Elderly Care and Accessory Design Commonly Used Specification One-stop", "Real Estate Building Design Specification Mandatory Provisions One-stop" and the like are edited and published, in order to reduce the workload of design personnel in searching for specifications and to minimize the probability of readers making mistakes in understanding the provisions. (2) Two invention patents "Building Design Automatic Design Calculation Method and System" and "Building Specification Intelligent Screening Determination Method and System" have been obtained. These two patents can assist in realizing the automation of many work contents of building design, and further promote construction. (3) Two invention patents "Engineering Design Preceding Information Generation Method, Information Display Method and Drawing Review Method, and Intelligent Engineering Full Element Management Method and System" are currently being applied for, to further promote the realization of "digital design and construction integration". (4) Based on these accumulations and patents, the "digital engineering settlement management" system related to the present patent is developed to improve the quality and efficiency of the building industry and completely change the backward situation of the industry. SUMMARY

[0019] The purpose of the present application is to overcome the above technical deficiencies, and to provide an engineering process settlement digital management method, system and device, to solve the technical problem of low efficiency of construction project settlement in the related art.

[0020] In order to effectively solve the problems in the related art, the present application adopts the following technical solutions:

[0021] According to a first aspect of the present application, an engineering process settlement digital management method is provided, comprising the following steps:

[0022] A mapping between a national cost type standard sub-item engineering project code and a national engineering construction type standard or a local standard inspection batch code is established in advance, and an association between the sub-item engineering project code and engineering data is established;

[0023] Obtaining an engineering cost list, according to the mapping relationship between the sub-item engineering project code in the national cost standard and the inspection batch code in the national engineering construction standard or the local standard, a current engineering static engineering cost list and a dynamic engineering cost list are generated, the dynamic engineering cost list includes dynamic items, the dynamic items include actual engineering quantity and quantity of the original engineering cost list, actual engineering quantity and quantity of the change construction and actual unit price;

[0024] According to the actual engineering quantity and the comprehensive unit price of each sub-item engineering in the dynamic engineering cost list, the actual unit price is calculated, and the direct cost and the indirect cost corresponding to the current stage are obtained, and the direct cost and the indirect cost are taken as the basis to calculate the secondary cost, and the direct cost, the indirect cost and the secondary cost are added to obtain the engineering progress payment or the settlement payment, and the progress payment or the settlement audit report is completed according to the calculated engineering progress payment or the settlement payment.

[0025] Further, the establishment of the association between the sub-item engineering project code and the engineering data includes:

[0026] The technical and economic data corresponding to the dynamic items included in the dynamic engineering cost list, and / or, the construction process data, and / or, the engineering completion data are stored in the digital engineering settlement management module and are associated with the sub-item engineering project code.

[0027] Further, the digital engineering settlement management module includes:

[0028] A plurality of sub-modules, the plurality of sub-modules include a construction sub-module, a quality inspection sub-module, a cost sub-module and a safety sub-module, a data association logic of the construction sub-module, the quality inspection sub-module and the safety sub-module with the cost sub-module is established, and the static engineering cost list and the dynamic engineering cost list are stored in the cost sub-module.

[0029] Further, the data association logic of the construction sub-module, the quality inspection sub-module and the safety sub-module with the cost sub-module includes:

[0030] The construction, quality inspection and safety data in the construction process data and the engineering completion data are respectively input through the construction sub-module, the quality inspection sub-module and the safety sub-module, and the construction, quality inspection and safety data are respectively associated with the cost sub-module.

[0031] Further, the association of the construction, quality inspection and safety data with the cost sub-module includes:

[0032] The construction, quality inspection and safety data are divided according to the inspection batch, and are associated with the sub-item engineering project code in the dynamic engineering quantity cost list.

[0033] Further, the address of the project site is inputted in the digital engineering settlement management module to establish one-to-one correspondence between the local standard inspection batch code of the project site and the national cost standard sub-part item project code.

[0034] Further, the way of obtaining the engineering cost list comprises:

[0035] The engineering cost list spreadsheet file is directly imported in the webpage end and the data is extracted and converted in the digital engineering settlement management system.

[0036] Further, the type of the engineering cost list comprises:

[0037] The engineering cost list is one of the bidding list, the winning bid list and the clear bid list.

[0038] Further, the image progress confirmation sheet of the current period is generated according to the data in the dynamic item for each progress payment application period, and the image progress confirmation sheet is considered to be completed after the electronic signature and electronic seal of the construction party, the supervision party and the owner party.

[0039] Further, when the engineering change occurs, the change matter is inputted in the cost submodule, and the list item related to the engineering change is added in the dynamic engineering cost list.

[0040] Further, the way of checking the technical and economic information has multiple ways, and the technical and economic information directly related to the engineering change comprises:

[0041] The change application sheet, the estimated amount calculation sheet, the change approval form and the change drawing.

[0042] Further, after the completion of the engineering completion acceptance, it is confirmed whether the settlement required information is missing, if missing, the missing information is returned, the current missing information is displayed on the page, and the user supplements the missing information; if not missing, the settlement data package is downloaded and sent for review, and the settlement audit report is completed after the review.

[0043] According to the second aspect of the present application, a digital management system for engineering process settlement is provided, comprising:

[0044] On the server side, a mapping between a sub-part item engineering project code in a national cost standard and a test batch code in a national engineering construction standard or a local standard is established in advance, and a correlation between the sub-part item engineering project code and technical economic data is established; or a current engineering static engineering cost list and a dynamic engineering cost list are generated according to the mapping relationship between the sub-part item engineering project code in the national cost standard and the test batch code in the national engineering construction standard or the local standard, the dynamic engineering cost list includes dynamic items, the dynamic items include actual engineering quantity and quantity of a nuclear reactor constructed according to an original engineering cost list, actual engineering quantity and quantity of a nuclear reactor constructed according to a change, and an actual unit price; or a direct cost and an indirect cost corresponding to a current stage are obtained by calculating the actual unit price according to the actual engineering quantity and the comprehensive unit price of each sub-item engineering in the dynamic engineering cost list, and a secondary fee is calculated based on the direct cost and the indirect cost, and an engineering progress payment or a settlement payment is obtained by adding the direct cost, the indirect cost and the secondary fee together;

[0045] On the webpage side, the engineering cost list is obtained, or a progress payment or a settlement audit report is completed according to the calculated engineering progress payment or settlement payment.

[0046] According to a third aspect of the present application, an engineering process settlement digital management device is provided, comprising:

[0047] A memory and a processor, computer readable instructions are stored on the memory, and the computer readable instructions are executed by the processor to realize the engineering process settlement digital management method according to any one of claims 1 to 13.

[0048] Compared with the prior art, the present application has the following beneficial effects:

[0049] The engineering process settlement digital management method provided by the present application can greatly improve the efficiency of the construction unit in applying for and the auditing party in auditing the engineering progress payment and the settlement by orderly, leak-free and synchronous collection of the relevant file certificates of the engineering progress payment and the settlement during the engineering construction process, save a large amount of capital interest cost of the construction unit, and obtain an increase in profit such as a doubling of the profit, thereby having positive economic and social benefits for realizing smooth settlement of various construction projects. BRIEF DESCRIPTION OF DRAWINGS

[0050] Fig. 1 is a flowchart of the engineering process settlement digital management method according to an embodiment of the present application;

[0051] Fig. 2 is a user operation step flowchart according to an embodiment of the present application;

[0052] Fig. 3 is a schematic diagram of the correspondence between the engineering level and the test batch code in Sichuan Province;

[0053] Fig. 4 is a schematic diagram of a bid list entry interface according to an embodiment of the present application;

[0054] Fig. 5 is a schematic diagram of a cost process control list interface according to an embodiment of the present application;

[0055] Fig. 6 is a schematic diagram of a bill of quantities interface formed by running a cost process control list according to an embodiment of the present application;

[0056] Fig. 7 is a schematic diagram of a bill of quantities interface related to engineering change formed by running a cost process control list according to an embodiment of the present application;

[0057] Fig. 8 is a schematic diagram of a progress payment list interface formed by merging a static engineering cost list and a dynamic engineering cost list according to an embodiment of the present application. DETAILED DESCRIPTION

[0058] In order to make the objectives, technical solutions and advantages of the present application clearer, the present application will be further described in detail below with reference to the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are merely intended to explain the present application and should not be used to limit the present application.

[0059] As described in the foregoing background, there is a technical problem of low efficiency in construction project settlement in the related art.

[0060] In order to effectively solve the problems in the related art, the present application provides an engineering process settlement digital management method, system and device, which will be described in detail below.

[0061] It should be noted that the technical solutions provided by the present application need to be realized by interaction of a web page end, a client end, a server end and engineering design or engineering construction related software. The web page end and the client end are installed in a terminal device of a user (including a computer, a tablet computer, a mobile phone and other electronic devices), and the server end can be a local server or a cloud server. The various interfaces mentioned in the following embodiments, such as a project information query interface, a bid list upload interface, a design change initiation process interface, a technical approval initiation process interface and a project change information list interface, are interfaces provided by applications in the server end; and the various lists mentioned in the following embodiments, such as a bid list, a cost process control list and a bill of quantities, are part of actual lists.

[0062] Embodiment One

[0063] Fig. 1 is a flowchart of an engineering process settlement digital management method according to an embodiment of the present application, as shown in Fig. 1, the method includes the following steps:

[0064] Step S100, mapping between the sub-part item project code of the national cost standard and the inspection batch code of the national engineering construction standard or local standard is established in advance, and the association between the sub-part item project code and the engineering data is established.

[0065] Specifically, the association between the sub-part item project code and the engineering data includes: the technical and economic data corresponding to the dynamic item included in the dynamic engineering cost list, and / or the construction process data, and / or the engineering completion data are stored in the digital engineering settlement management module and associated with the sub-part item project code.

[0066] The digital engineering settlement management module includes a plurality of sub-modules, including a construction sub-module, a quality inspection sub-module, a cost sub-module, and a safety sub-module, and a data association logic between the construction sub-module, the quality inspection sub-module, and the safety sub-module and the cost sub-module is established, and the static engineering cost list and the dynamic engineering cost list are stored in the cost sub-module.

[0067] The data association logic between the construction sub-module, the quality inspection sub-module, and the safety sub-module and the cost sub-module includes: the construction, quality inspection, and safety data in the construction process data and the engineering completion data are respectively entered through the construction sub-module, the quality inspection sub-module, and the safety sub-module, and the construction, quality inspection, and safety data are respectively associated with the cost sub-module.

[0068] The association between the construction, quality inspection, and safety data and the cost sub-module includes: the construction, quality inspection, and safety data are divided according to the inspection batch, and are associated with the sub-part item project code in the dynamic engineering quantity cost list.

[0069] Further, the address of the project site is entered in the digital engineering settlement management module to establish a one-to-one correspondence between the local standard inspection batch code of the project site and the sub-part item project code of the national cost standard.

[0070] Step S200, obtaining an engineering cost list, generating a current engineering static engineering cost list and a dynamic engineering cost list according to the mapping relationship between the sub-part item project code in the national cost standard and the inspection batch code in the national engineering construction standard or local standard, the dynamic engineering cost list includes dynamic items, the dynamic items include actual engineering quantity and quantity according to the original engineering cost list construction, actual engineering quantity and quantity according to the change construction, and actual unit price.

[0071] Specifically, the way of obtaining the project cost list comprises: directly importing an engineering cost list spreadsheet file on a webpage and opening a pricing software in a digital engineering settlement management module to extract and convert data. It is worth mentioning that the project cost list data involved in the patent can be operated by running the above-mentioned pricing software in the digital engineering settlement management module.

[0072] The type of the obtained project cost list comprises one of a bidding list, a winning bid list and a clear bid list.

[0073] For each progress payment application period, an image progress confirmation sheet for the current period is generated according to the data in the dynamic item, and the image progress confirmation sheet is considered to be completed after being electronically signed and electronically stamped by the construction party, the supervision party and the owner party;

[0074] When the engineering change occurs, the change items are entered in the cost submodule, and the list items related to the engineering change are added in the dynamic project cost list;

[0075] The technical and economic data directly related to the engineering change are considered to be completed after being electronically signed and electronically stamped by the construction party, the supervision party and the owner party;

[0076] The technical and economic data directly related to the engineering change comprise: a change application sheet, a pre-estimated amount calculation sheet, a change approval table and a change drawing.

[0077] In step S300, the actual direct cost and indirect cost corresponding to the current stage are calculated according to the actual engineering quantity and the comprehensive unit price of each sub-item engineering in the dynamic project cost list, and the secondary cost is calculated based on the actual direct cost and indirect cost, and the total of the direct cost, the indirect cost and the secondary cost is the engineering progress payment or the settlement payment, and the progress payment or the settlement audit report is completed according to the calculated engineering progress payment or the settlement payment.

[0078] Further, after the completion of the engineering completion acceptance, it is necessary to confirm whether the settlement required data is missing, if missing, return the missing data information, the page displays the current missing data information, and the user supplements the missing data; if not missing, download the settlement data package and send for review, and complete the settlement audit report after review.

[0079] The engineering process settlement digital management method provided by the application can orderly, without missing and synchronously collect the relevant file certificates of the engineering progress payment and the settlement in the engineering construction process, greatly improve the efficiency of the construction unit in applying and the auditing party in auditing the engineering progress payment and the settlement, save a large amount of fund interest cost of the construction unit, and obtain the increase of profit by several times, thereby having positive economic and social benefits for realizing the smooth settlement of various construction projects.

[0080] Embodiment two

[0081] Figure 2 is a flow chart of user operation steps according to a specific embodiment of the present application. As shown in Figure 2, the system includes:

[0082] The server side is configured to pre-establish the mapping between the sub-part item project code of the national cost standard and the inspection batch code of the national engineering construction standard or the local standard, and to establish the association between the sub-part item project code and the technical and economic data; or to generate the current engineering static engineering cost list and the dynamic engineering cost list according to the mapping relationship between the sub-part item project code of the national cost standard and the inspection batch code of the national engineering construction standard or the local standard, wherein the dynamic engineering cost list includes dynamic items, and the dynamic items include the actual engineering quantity and quantity of the original engineering cost list, the actual engineering quantity and quantity of the change construction, and the actual unit price; or to calculate the actual unit price according to the actual engineering quantity and the comprehensive unit price of each sub-item engineering in the dynamic engineering cost list, to obtain the direct cost and the indirect cost corresponding to the current stage, and to calculate the secondary cost taking the direct cost and the indirect cost as the base, and to obtain the engineering progress payment or the settlement payment by adding the direct cost, the indirect cost and the secondary cost;

[0083] The web page side is configured to obtain the engineering cost list, or to complete the progress payment or settlement audit report according to the calculated engineering progress payment or settlement payment.

[0084] In order to facilitate the understanding of the engineering process settlement digital management system of the present embodiment, the process settlement flow of the "Jixiang City Renhe Community Service Center" is taken as an example, and the specific working principle of the system is explained as follows:

[0085] 1. Establish data association and retention:

[0086] 1.1 Code conversion:

[0087] The system is built-in with the value database related to "cost, construction, technology" and the like involved in the present patent. Please refer to Table 1-1, and take the corresponding relationship between the sub-part item project code in the "Code for Construction Project Cost Valuation" (GB50500) and the inspection batch classification code in the local standard of Sichuan Province (assuming that Jixiang City is administratively subordinate to Sichuan Province) about the division of engineering levels as an example, to establish the mapping between the sub-part item project code of the national cost standard and the inspection batch code of each local standard. Since the number of "sub-part item engineering and inspection batch" is too large, only several of them are taken as examples in Table 1-1.

[0088] Table 1-1: Corresponding relationship between the sub-part item project code of the national cost standard and the inspection batch code of the local standard of Sichuan Province:

[0089] Please refer to FIG. 3, according to the "Uniform Standard for Construction Quality Acceptance" (GB50300), Sichuan Provincial Standard, etc., the project is divided into "inspection batch-sub-item project-(sub) divisional project-unit project-single project" engineering level from low to high, thereby establishing the association between the engineering "construction process data, completion data" and the local standard inspection batch code, and thereby establishing the correspondence between the engineering "construction process data, completion data" and the settlement results;

[0090] 1.2 Technical and economic data

[0091] According to the characteristics of the project, the project itself and the documents generated by "engineering quantity measurement, engineering change" during the construction process are all "technical and economic data". The system corresponds the technical and economic data to the national cost standard code of the sub-item project according to the inspection batch code. The content of the technical and economic data is not completely shown in Table 1-2.

[0092] Table 1-2 Technical and economic data content:

[0093] 2, User registration and login:

[0094] The users mainly include cost engineers of construction, construction, third-party audit, government audit department, etc. The system configures different function modules for them, such as configuring "import and export, operation of pricing software, link data" for construction cost engineers, and configuring "query all related data, mark, push" for audit department cost engineers. In the system, the administrator authorizes different budget users to enter the project content and operation function.

[0095] The user logs in to the system, clicks the project management menu, enters the project list page, selects the project, clicks, calls the service side project information query interface, returns the project information and the single project information involved in the project, and enters the project detail page.

[0096] In addition, the technical solutions provided by the embodiment can be replaced by robots in the future with the development of technology. No matter who the execution subject is, as long as the software idea provided by the embodiment is used, it is within the protection scope of the embodiment. The technical solutions provided by the embodiment include "construction, construction, third-party audit, government audit department" and other units of cost engineers, and also include physical robots, virtual robots, virtual program modules, etc.

[0097] 3, User imports the project cost list into the system (illustrated by taking the construction cost engineer as an example):

[0098] 3.1 Please refer to FIG. 4, the construction unit cost engineer directly imports the bid list (i.e. "static engineering cost list"), mainly imports direct cost and indirect cost part, and whether to import secondary cost can be selected, here the bid list is imported into the system without importing secondary cost; the bid list can be an EXCEL version bid list, or a result table file consistent with the bid list data in the pricing software.

[0099] The following is the specific operation process, taking importing the bid list through the pricing software as an example, clicking the "import cost list" button in the system to select the imported bid list, selecting the sub-item engineering list and measure cost list file exported from the cost software. Call the bid list upload interface in the server, the system parses the sub-item engineering cost content, unit price measure cost content, and total price measure cost content in the bid list and stores them into the cost information table data, and parses the sub-item engineering information and stores it into the project sub-item engineering table.

[0100] It should be noted that in specific practice, the content displayed on the system interface differs in quantity and project, here only a part of the screenshot is taken as an example due to the limitation of the clarity requirement of the resolution of the displayed picture. In specific practice, the display method and arrangement of various information can not be limited to this in FIG. 4. Any method and way that can display the required information in the system is within the protection scope of the present embodiment.

[0101] Among them, when storing the sub-item engineering information, the parsing sub-item engineering information function needs to rely on the mapping relationship between the local standard inspection batch code and the national standard GB55032, GB50300 sub-item information that has been combed in the system, according to the sub-item engineering project number, the full amount of sub-item engineering information contained in the current project is obtained, then all the sub-item engineering information is stored into the project sub-item engineering table, and the engineering quantity of the corresponding sub-item engineering in the cost table is associated, forming the cost process control list (i.e. "dynamic engineering cost list") as shown in FIG. 5, which is the online file of the system that can "reflect the engineering construction and cost data integration work interface".

[0102] 4, run the cost process control list:

[0103] Run and save the "engineering quantity, engineering change" two types of work results and related all technical and economic data files in the system, and various users can view all technical and economic data within the authorization.

[0104] 4.1 Engineering quantity:

[0105] 4.1.1 Operation results:

[0106] Please refer to FIG. 6, which is a schematic diagram of the bill of quantities interface formed by the cost process control list according to an embodiment of the present application. The bill of quantities includes all data belonging to the project code item, including information such as “list quantities, actual quantities, corresponding unit price and total price, technical and economic data”, and so on. Taking the distribution box C01-1APz list item as an example, after entering the content of the list item, a down arrow or a separate color mark is generated at the corresponding project code 030404017094 position, the technical and economic data associated with the list item is associated with the project code, and clicking the project code can open the relevant “technical and economic data” for review. It should be noted that in actual practice, the way to review the relevant “technical and economic data” can not be limited to clicking the project code, and any method that displays the “technical and economic data” is within the scope of protection of the present embodiment.

[0107] 4.1.2 Technical and economic data:

[0108] For the “technical and economic data” corresponding to the bill of quantities, the system associates the technical and economic data associated with each list item with the project code of the list item according to the logic of the “inspection batch” code. The specific files of the above technical and economic data are completed in the system, and the “electronic signature, electronic seal” step is completed before delivery.

[0109] 4.2 Engineering change:

[0110] 4.2.1 Operation results:

[0111] Please refer to FIG. 7, which is a schematic diagram of the bill of quantities interface formed by the cost process control list related to engineering change according to an embodiment of the present application. The bill of quantities includes all data belonging to the project code item related to engineering change, including information such as “list quantities, change quantities, actual quantities, corresponding unit price and total price, technical and economic data”, and so on. Taking an actual change item as an example: “During the construction process, the distribution box C01-APEZb is replaced by the distribution box C01-APEZa for construction, and the list quantity of the distribution box C01-APEZb is 1. Since the construction of the distribution box C01-APEZb is no longer performed after the change, the change quantity of the distribution box C01-APEZb is -1, and the actual quantity is the total of the list quantity and the change quantity, which is 0. Accordingly, a list item of the distribution box C01-APEZa is added, the list quantity of which is 0, the change quantity is 1, and the actual quantity is the total of the list quantity and the change quantity, which is 1”. After entering the content of the corresponding list item, a down arrow or a separate color mark is generated at the corresponding project code position, the technical and economic data associated with the list item is associated with the project code, and clicking the project code can open the relevant “technical and economic data” for review.

[0112] 4.2.2 Technical and economic information:

[0113] For the "technical and economic information" corresponding to the engineering change quantity, the system associates the technical and economic information associated with each list item with the project code of the list item according to the logic of the "inspection batch" code. Among them, the "engineering change approval form and annex information" includes "change application form (including design change form, technical approval form and economic visa form, etc.), estimated amount calculation, change approval form and annex information" and the like. The specific files of the above technical and economic information are completed in the system to complete the delivery after the "electronic signature, electronic seal" step.

[0114] The following is the specific operation process: during the construction process, when engineering change is involved, the system supports three types of change methods of technical approval form, design change form and economic visa. The user clicks the change button to initiate the change process, and the system provides three options of technical approval, design change and economic visa. The user selects the required change process according to the actual situation.

[0115] When the user clicks the technical approval option to initiate the change process, the system page jumps to the technical approval form information entry form page, the user fills in the information according to the actual situation, clicks submit, calls the server to initiate the technical approval change process interface, the server creates project change information data, and at the same time creates technical approval form information data. The page returns to the project change information list page, calls the system project change information list interface to return the project change information list data. After submission, the user can click the material change quality and price recognition process and additional economic visa after the existing technical approval form data, if no need to add, can directly click to initiate the technical approval process, call the server to initiate the technical approval process interface, the technical approval form enters the approval process, and the technical approval form process is completed after the approval of the relevant approval parties.

[0116] When the user clicks the design change option to initiate the change process, the system page jumps to the design change form information entry form page, the user fills in the information according to the actual situation, clicks submit, calls the server to initiate the design change process interface, the server creates project change information data, and at the same time creates design change form information data. The page returns to the project change information list page, calls the system project change information list interface to return the project change information list data. After submission, the user can click the material change quality and price recognition process and additional economic visa after the existing design change form data, if no need to add, can directly click to initiate the design change process, call the server to initiate the technical approval process interface, the technical approval form enters the approval process, and the technical approval form process is completed after the approval of the relevant approval parties.

[0117] When the user clicks the economic visa option to initiate the change process, the system page jumps to the economic visa information entry form page. The user fills in the information according to the actual situation, clicks submit, calls the server to initiate the economic visa process interface, the server creates project change information data, and at the same time creates economic visa information data, the page returns to the project change information list page, and calls the system project change information list interface to return the project change information list data. After submission, the user can click to initiate the economic visa process, call the server to initiate the economic visa process interface, and the economic visa single enters the approval process and is completed after being approved by the relevant approval parties. The economic visa single process is completed.

[0118] 5. Obtain progress payment results:

[0119] 5.1 Operation results interface:

[0120] When applying for progress payment, according to contract provisions and other needs, the construction unit's cost engineer uses the "direct combination" method: on the one hand, the process control cost list content in Figure 6, that is, the "dynamic engineering cost list" formed by the corresponding items of the progress stage should be reported for progress payment is exported; on the other hand, outside the system and / or within the system, start the import before the pricing software to open the "static engineering cost list", combine the two lists to form the corresponding "direct and indirect costs" of this progress stage, and then take the new "direct and indirect costs" as the base, multiply it by the various coefficients of the project to obtain the corresponding various secondary fees. The total of these three costs is the result of the progress payment list. Please refer to Figure 8;

[0121] This result is exported from the pricing software, that is, "progress payment results".

[0122] 5.2 Access "technical and economic data":

[0123] The user clicks on the project code in the progress payment list to view the relevant "technical and economic data" to obtain complete file data corresponding to each item in the progress payment list;

[0124] 5.3 Engineering progress payment application and related reports:

[0125] According to relevant industry regulations, the construction unit needs to submit the "progress payment request report, engineering image progress confirmation sheet, and progress payment and corresponding technical and economic data" and other complete data (see Tables 1-2) to the construction unit. The system provides these data at any time; among them, all data are standard format files, and the progress payment request report and the engineering image progress confirmation sheet are automatically generated according to system data.

[0126] The following is the specific operation process: the user clicks on the cost menu, clicks on the progress payment application button, and the system pops up a progress period selection list. If there is no period at present, the upload progress table link will be displayed, the user clicks on it, and enters the progress table upload function interface. After uploading the period, the user can select any period to generate a progress image confirmation sheet, and can select periods across unit projects. After selecting the period, the system progress payment generation interface is called to generate a progress image summary table and a progress detail table. After the image progress table is generated, the corresponding period cannot be selected repeatedly. The user can generate new progress payment data by re-uploading progress information. When subsequent period progress payment is generated, the progress data of the previous period cannot be changed.

[0127] When the user clicks on the progress payment application button, the server progress payment application interface is called. The system checks the current progress payment application period and confirms whether the required data is complete. If the required data is missing, the missing data information is returned, and the page displays the current missing data information. The user needs to complete the relevant data entry or upload before proceeding with the progress payment application. When the data information is complete, the system packages the relevant data files and returns the user progress payment data package download address. The user can download the relevant progress payment data and submit it for review by clicking the download button on the page at any time.

[0128] It should be noted that the system can automatically calculate the progress of the sub-division project based on the actual quantities filled in. The calculation method of the sub-division project completion rate is as follows:

[0129] If the user adjusts the progress information, the progress is recalculated in real time. When the user adds progress, the progress table accumulates the period in turn. The user can click on the upload to adjust the period data on the existing period, and update the period quantities. The system will prompt: updating the period will update the corresponding engineering image progress list content;

[0130] The period uploaded by the user depends on the engineering image progress list generation capability of the progress payment module. The user clicks on the progress payment data menu in the cost module to display the engineering image progress list. The server engineering image progress list query interface is called to obtain the existing engineering image progress data list data. If there is no image progress list data, the list is generated based on the engineering quantity progress uploaded by the user, and the image progress list status is marked as initial state. The user can click on the image progress list generation button in the list to call the server image progress list generation confirmation interface, mark the image progress list status as confirmed, and update the default period of the subsequent engineering quantity progress list import to: the current image progress list period plus one.

[0131] 5.4 Progress payment audit report:

[0132] Audit department audits the above "progress payment results and the corresponding construction process data in the system" to constitute complete project cost documents, thereby completing the progress payment audit report.

[0133] 6. Get the settlement payment results:

[0134] 6.1 Operation results interface:

[0135] In the pricing software, open the cost "dynamic project cost list" and "static project cost list" part 2, combine to form the "direct cost and indirect cost" of this project, and then multiply the new "direct cost and indirect cost" as the base by the various coefficients of this project to get the corresponding various secondary fees. The total of the three costs is the settlement payment;

[0136] The results are exported in the pricing software, i.e. "progress payment results".

[0137] 6.2 Project settlement payment application and related reports:

[0138] According to the relevant regulations of the industry, to obtain the settlement payment, the construction unit needs to submit all the relevant data of the project completion and settlement (see Table 6-1) and the settlement payment report to the construction unit. The system provides these data at any time. Among them, all the files are standard format files.

[0139] Table 6-1: Project data related to settlement:

[0140] The specific operation process is as follows: the user clicks the project settlement application button, calls the server project settlement application interface, the system checks whether the current construction progress is completed, whether the completion and acceptance is completed, and whether the required data for settlement is complete. If the necessary data is missing, return the missing data information, the page displays the current missing data information, the user needs to complete the related data entry or upload before continuing the project settlement application. When the data information is complete, the system packages the related data files and returns the user progress payment data package download address, the user can download the related progress payment data at any time by clicking the download button on the page and sending it for audit.

[0141] 6.3 Settlement audit report:

[0142] The above "settlement results and the corresponding project completion data in the system" constitute complete project cost documents, thereby completing the settlement audit report.

[0143] Embodiment three

[0144] According to an exemplary embodiment, an engineering process settlement digital management device is shown, comprising: a memory; and a processor, the memory has computer readable instructions stored thereon, the computer readable instructions are executed by the processor to implement the above-mentioned engineering process settlement digital management method.

[0145] The application has been described in detail above, the above is only the preferred embodiment of the application, which cannot limit the scope of the application, that is, any equivalent changes and modifications made within the scope of the application should still fall within the scope of the application.

Claims

1. An engineering process settlement digital management method, characterized in that, The method comprises the following steps: pre-establishing the mapping between the sub-part item project codes in the national cost standard and the inspection batch codes in the national engineering construction standard or local standard, and establishing the association between the sub-part item project codes and the engineering data; obtaining the engineering cost list, generating the static engineering cost list and the dynamic engineering cost list of the current project according to the mapping relationship between the sub-part item project codes in the national cost standard and the inspection batch codes in the national engineering construction standard or local standard, the dynamic engineering cost list comprising dynamic items, the dynamic items comprising the actual engineering quantity and quantity of the original engineering cost list, the actual engineering quantity and quantity of the change construction, and the actual unit price; calculating the actual unit price according to the actual engineering quantity and the comprehensive unit price of each sub-item engineering in the dynamic engineering cost list to obtain the direct cost and indirect cost corresponding to the current stage, taking the direct cost and indirect cost as the base to calculate the secondary cost, and adding the direct cost, indirect cost and secondary cost to obtain the progress payment or settlement payment, and completing the progress payment or settlement audit report according to the calculated progress payment or settlement payment.

2. The method of claim 1, wherein, The association between the sub-part item project codes and the engineering data comprises: storing the technical and economic data corresponding to the dynamic items in the dynamic engineering cost list, and / or, the construction process data, and / or, the engineering completion data in the digital engineering settlement management module, and establishing the association between the sub-part item project codes.

3. The method of claim 2, wherein, The digital engineering settlement management module comprises: a plurality of sub-modules, the plurality of sub-modules comprising a construction sub-module, a quality inspection sub-module, a cost sub-module and a safety sub-module, and establishing the data association logic between the construction sub-module, the quality inspection sub-module and the safety sub-module and the cost sub-module, the static engineering cost list and the dynamic engineering cost list being stored in the cost sub-module.

4. The method of claim 1, wherein, The data association logic between the construction sub-module, the quality inspection sub-module and the safety sub-module and the cost sub-module comprises: entering the construction, quality inspection and safety data in the construction process data and the engineering completion data through the construction sub-module, the quality inspection sub-module and the safety sub-module respectively, and establishing the association between the construction, quality inspection and safety data and the cost sub-module respectively.

5. The method of claim 4, wherein, The association between the construction, quality inspection and safety data and the cost sub-module comprises: dividing the construction, quality inspection and safety data according to the divisional engineering, sub-item engineering and inspection batch, and establishing the association between the inspection batch codes and the sub-part item project codes in the dynamic engineering quantity cost list.

6. The method of claim 2, wherein, Entering the address of the project site in the digital engineering settlement management module to establish a one-to-one correspondence between the local standard inspection batch codes of the project site and the sub-part item project codes in the national cost standard.

7. The method of claim 1, wherein, The method of obtaining the engineering cost list comprises: directly importing the engineering cost list spreadsheet file on the web page, and / or opening the pricing software in the digital engineering settlement management module to extract and convert data.

8. The method of claim 7, wherein, The type of the obtained engineering cost list comprises: the engineering cost list is one of the bidding list, the winning bid list and the clearing list.

9. The method of claim 2, wherein, Each progress payment application period, according to the data in the dynamic item to generate the current visual progress confirmation sheet, the visual progress confirmation sheet is completed by the construction party, supervision party, owner party three parties are completed electronic signature and electronic seal after the completion of the.

10. The method of claim 9, wherein, When the engineering change occurs, the change items are entered in the cost submodule, and the list items related to the engineering change are added in the dynamic engineering cost list.

11. The method of claim 10, wherein, The technical and economic data includes: Change application, estimated amount calculation, change approval form and change drawing.

12. The method of claim 11, wherein, After the completion of the project completion acceptance, it is confirmed whether the settlement required data is missing, if it is missing, the missing data information is returned, the current missing data information is displayed on the page, and the user supplements the missing data; if not, download the settlement data package and send for review, and complete the settlement audit report after review.

13. An engineering process settlement digital management system, characterized in that, Including: The server side is used for pre-establishing the mapping between the national cost standard sub-item engineering project code and the national engineering construction standard or local standard test batch code, and establishing the association between the sub-item engineering project code and the technical and economic data; or for generating the current engineering static engineering cost list and dynamic engineering cost list according to the mapping relationship between the national cost standard sub-item engineering project code and the national engineering construction standard or local standard test batch code, the dynamic engineering cost list includes dynamic items, and the dynamic items include actual engineering quantity and quantity of the original engineering cost list, actual engineering quantity and quantity of the change construction, and actual unit price; or for calculating the actual unit price according to the actual engineering quantity and comprehensive unit price of each sub-item engineering in the dynamic engineering cost list to obtain the direct cost and indirect cost corresponding to the current stage, and then calculating the secondary fee based on the direct cost and indirect cost, and calculating the total of the direct cost, indirect cost and secondary fee to obtain the engineering progress payment or settlement payment; The web page side is used for obtaining the engineering cost list, or for completing the progress payment or settlement audit report according to the calculated engineering progress payment or settlement payment. Including:

14. An engineering process settlement digital management device, characterized by, A memory; And a processor, the memory has computer readable instructions stored thereon, the computer readable instructions are executed by the processor to realize the engineering process settlement digital management method according to any one of claims 1 to 12. ​

Citation Information

Patent Citations

  • Bill of quantities (BOQ)-based completion settlement management method for technical renovation project of power grid

    CN107833022A

  • Application system of power network engineering cost compilation and examination and bill of quantities based on construction drawing budget management

    CN109472642A

  • Electric power engineering project investment management system

    CN109784681A

  • Engineering process settlement digital management method, system and equipment

    CN118898459A

Cited By

  • Engineering cost checking system and method cooperatively driven by big data

    CN122047764A