Integrated Project Management and Spreadsheet System for Dynamic Task Recalculation

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Solution Overview

Problem

Current project management software lacks flexibility in handling time-related changes and cannot efficiently isolate, report, or recalculate tasks within a project, while spreadsheet software struggles with dynamic task dependencies and recalculations, leading to inefficiencies in managing complex projects.

Innovation Solution

An iterative and interactive project management process that integrates both project management and spreadsheet software, allowing end-users to input, update, and report project data, with a scrubbing step to ensure accuracy and automatic recalculations, enabling comprehensive top-to-bottom reporting and task management.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If project management software is used to track and manage projects, then project organization and resource allocation are improved, but the ability to track changes to critical fields and provide comprehensive reporting is limited

Engineering Contradiction:
Improveproject organizationVSAvoidtracking changes to critical fields
Core Design Contradiction:
Ease of operationVSLoss of information

Solution Approach 1:

The patent combines project management software with spreadsheet software to create an integrated system. The project management software handles project organization and resource allocation, while the spreadsheet software tracks changes to critical fields and provides comprehensive reporting capabilities. This merging resolves the contradiction by allowing both functions to operate simultaneously without limitations.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The integrated system provides multi-functionality by enabling the same platform to perform project organization, track field changes, generate comprehensive reports, and perform calculations. The system can switch between project management mode and spreadsheet mode based on the task requirements, making it universally applicable to various project management needs.

Inventive Principle:
Principle #6Universality (Multi-functionality)

2Loss of information

If spreadsheet software is used for calculations and reporting, then data analysis and visual reporting are improved, but the ability to manage task dependencies and recalculate dynamically is limited

Engineering Contradiction:
Improvedata analysis and reportingVSAvoiddynamic task dependencies
Core Design Contradiction:
Loss of informationVSAdaptability or versatility

Solution Approach 1:

The patent merges spreadsheet software with project management software to create a system that maintains both sophisticated data analysis capabilities and dynamic task dependency management. The project management component handles task dependencies and automatic recalculations, while the spreadsheet component provides advanced data analysis and reporting functions.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system provides dynamic adaptability by automatically recalculating task dependencies and project schedules when changes occur. The project management component dynamically updates task assignments, deadlines, and resource allocations in real-time, while the spreadsheet component dynamically adjusts calculations and reports based on updated project data.

Inventive Principle:
Principle #15Dynamics

3Ease of operation

If project management software focuses on project organization, then resource allocation and scheduling are improved, but the ability to isolate and report on individual tasks is limited

Engineering Contradiction:
Improveresource allocationVSAvoidisolation and reporting of individual tasks
Core Design Contradiction:
Ease of operationVSEase of manufacture

Solution Approach 1:

The patent segments the project management system into distinct functional modules: a project management component for high-level resource allocation and scheduling, and a spreadsheet component for detailed task-level analysis and reporting. This segmentation allows each component to specialize in its strength while the integration enables comprehensive task isolation and reporting capabilities.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS11704624B2Iterative and interactive project management process
Publication Date: 2023.07.18 MCFARLAND WILLIAM R
  • US11704624B2 patent drawing
  • US11704624B2 patent drawing
  • US11704624B2 patent drawing

AI summary

The disclosed principles provide for a unique and inventive iterative and interactive project management process implemented for organizations, typically large ones, to manage an overall project being originally implemented or newly created by the organization. Processes in accordance with the disclosed principles are interactive in that they employ the end-user employees of the organization by having those employees both input and update, on periodic cycles, information or data of the same type their positions in the organization allow them to be familiar with, and furthermore employ team-management level review and processing of such information/data, along with one or more supervisors of the overall project, which is/are not required to be part of the organization, to implement and supervise the disclosed process. The disclosed principles are also unique in that they provide for a process that employs the functional and advantageous features of both project management software and spreadsheet software products.