Automatic Project Planning Tool Using Historical Data Templates

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Solution Overview

Problem

Conventional approaches to planning, operating, and evaluating multi-participant projects are time-consuming, expensive, and inefficient, as they rely on large, manually created or copied documentation that is difficult to use, rarely updated, and not frequently consulted for future projects.

Innovation Solution

A software and hardware facility for automatic project planning, budgeting, and tracking that defines and assembles project elements, maintains project status, adapts to changes, and analyzes outcomes, using user interfaces for project phases, activities, key events, and checklist items, with automatic budget and schedule determination based on project attributes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If manual project planning and documentation methods are used, then project details can be thoroughly documented, but the process becomes time-consuming and expensive

Engineering Contradiction:
Improveproject planning accuracyVSAvoidproject planning time
Core Design Contradiction:
Manufacturing precisionVSLoss of time

Solution Approach 1:

The system automatically copies and adapts project elements from historical project data to create new project plans. By utilizing stored project templates, phases, activities, and resources from previous projects, the system generates new plans rapidly without manual recreation, thus reducing planning time while maintaining comprehensive documentation through systematic copying and adaptation of proven project structures.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The system performs self-service by automatically generating project plans, budgets, and schedules using stored historical data and defined project parameters. The automated planning engine independently creates detailed project documentation without requiring manual intervention for each project, thereby achieving thorough documentation accuracy while significantly reducing the time and resources required for project planning.

Inventive Principle:
Principle #25Self-service

2Loss of information

If large manual documentation is created for project tracking, then comprehensive project information is available, but the documentation becomes difficult to use and update

Engineering Contradiction:
Improveproject information completenessVSAvoiddocumentation usability
Core Design Contradiction:
Loss of informationVSEase of operation

Solution Approach 1:

The system segments project documentation into standardized, modular elements including phases, activities, resources, and deliverables. Each element is independently defined and stored in a structured format, making the comprehensive project information easily navigable, editable, and reusable. This segmentation transforms large documentation into manageable components that can be quickly updated and referenced without overwhelming users.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system creates universal project templates that serve multiple functions: they document current projects, serve as references for future projects, and can be rapidly adapted for different project types. The standardized elements are designed to be universally applicable across multiple projects while maintaining the ability to capture project-specific details, thus achieving information completeness while enhancing usability through consistent, reusable structures.

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

3Measurement precision

If traditional project planning methods are used, then detailed project analysis is possible, but resource requirements and costs increase

Engineering Contradiction:
Improveproject analysis accuracyVSAvoidresource requirements
Core Design Contradiction:
Measurement precisionVSQuantity of substance

Solution Approach 1:

The system copies historical project data, resource allocations, and performance metrics to inform current project analysis. By reusing validated resource estimates and cost data from previous projects, the system achieves accurate project analysis without requiring extensive new data collection and manual analysis, thereby reducing resource requirements while maintaining measurement precision through evidence-based planning.

Inventive Principle:
Principle #26Copying

4Reliability

If manual project updates are performed, then project status can be tracked, but the process becomes inefficient and documentation becomes outdated

Engineering Contradiction:
Improveproject status accuracyVSAvoidproject update efficiency
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system implements automated feedback mechanisms that continuously update project status by comparing actual progress against the planned baseline. The system automatically tracks completion of activities, updates resource utilization, and recalculates project metrics, providing real-time feedback on project status without requiring manual updates. This automated feedback loop maintains high reliability of project information while dramatically improving update efficiency by eliminating manual tracking processes.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS20230376903A1Automatic project planning, budgeting, and tracking tool
Publication Date: 2023.11.23 PROVIDENCE ST JOSEPH HEALTH
  • US20230376903A1 patent drawing
  • US20230376903A1 patent drawing
  • US20230376903A1 patent drawing

AI summary

A facility for tracking a planned project is described. The facility initializes a project-tracking data object, and responds to user input by assembling in the data object a hierarchical model of the project, from project elements each having one of a plurality of element types. The facility persistently stores the data object containing the assembled model.