OA project management and development requirements

Description of OA Project Management System Development Requirements
(1) Basic Project Information Management
(2) project initiation Management
(3) Project Progress Management
(4) Project Resource Management
(5) Project Cost Management
(6) Project Contract and refund Management
(7) Project Document Management
(8) Project Communication Management
(9) project quality and Risk Control
 
I. Basic Project Information Management
(1) Business goal decomposition and panel management
(2) Information Database Maintenance of Cooperation Units
(3) responsibility relationship and Management Architecture
(4) Project interest-related information
 
2. Project Management
(1) project initiation process
Customer Requirement Description-project evaluation-project implementation plan-Project Plan Review-Project Initiation
(2) Maintenance of Project Task Information
(3) clarifying the relationship between responsibilities and rights-rewards Calculation Methods
(4) Project Design Document Template
(5) project archives establishment
 
Iii. Project Resource Management
(1) Human resources
Team formation-team management-internal personnel transfer management-temporary leasing Personnel Management
(2) manual daily accounting and Attendance Management
(3) tool and vehicle management
Distribution, maintenance, and recovery
 
Iv. Project Progress Control
(1) Project Task Allocation
(2) project progress monitoring-Gantt chart and milestone chart
(3) task execution result feedback
 
V. Project Cost Management
(1) Annual Cost Control Plan
(2) Annual Budget Control
(3) monthly budget
(4) Reimbursement Management
 
Vi. Project Contract and refund Management
(1) contract information management
Lease (House, Office), Labor and technical service contracts
(2) Contract Review
(3) contract change
(4) Invoice Management
(5) contract payment management
Payment, recycling and Settlement
 
VII. Project Document Management
(1) Document management process
(2) design document review and compilation
(3) Design of Adaptive Page printing templates and approval settings
 
VIII. Project Communication Management
(1) communication tasks and plans
(2) Communication Platform Construction
Communication Methods between civil engineering and communications
(3) communication result sharing
(4) mobile information receiving and publishing Module Based on the Apsara module (the SMS module has been purchased)
 
9. project quality and Risk Control
(1) Online Quality Control Process
(2) Risk Monitoring
1. permission settings
2. Anti-Confidential Information Dissemination settings
 
 
I. Basic Project Information Management
(1) Business goal decomposition and panel management
(2) Information Database Maintenance of Cooperation Units
(3) responsibility relationship and Management Architecture
(4) Project interest-related information
 
(1) describe business management
Our company has a wide range of business, adopts branch management in terms of management, and the company fully authorizes authority.
Business objectives:
1. Total output value target (= workload of each project × Unit Price)
2. Per capita output value target (= total number of workers in the total output value; Total number of workers = 250 in the total labor day; Total Labor Day = attendance plus total)
3. Target of cost-to-output ratio (= total cost × 100% of total output value)
Implementation:
1. Target decomposition: Company-branch-provincial Project Department-Local Project Department-employee level-by-level Decomposition
2. Incentive Policy: The management personnel are accrued based on the project's output value, and the Design Institute is awarded based on the completed workload.
Designer's prize Calculation Method: A. One-piece plan; B. One-piece plan, one-piece plan, and one-piece plan.
3. safeguard measures to achieve the goal:
Cost Control: annual cost decomposition and monthly cost budget (early warning mechanism)
 
(2) panel management
As part of the manager's View Interface, real-time display of the dynamics of the completion of the unit goals under its jurisdiction
 
(3) partner Information Database
It is a basic database construction that automates tables such as the customer requirement description table.
Keyword extraction based on related tables
 
(4) responsibility relationship and Management Architecture
Organizational Structure
 
(5) project benefits
See the reward policy described in the first item.
 
(6) Description of workload statistics
1. Currently, the main
 
2. Project Management
(1) project initiation process
Customer Requirement Description-project evaluation-project implementation plan-Project Plan Review-Project Initiation
(2) Maintenance of Project Task Information
(3) clarifying the relationship between responsibilities and rights-rewards Calculation Methods
(4) Project Design Document Template
(5) project archives establishment
 
(1) project initiation process
See the appendix to the Project Management System and relevant forms.
 
(2) Maintenance of Project Task Information
1. log on to the database with the task list and task id.-maintenance interface required
2. Add an unscheduled task <add task number page>,
3. Task status
4. Use the task number as the keyword to check the implementer (possibly more than one), cost, implementation history, task status (completed, unfinished), remarks (used, not used), and other information;
5. Task Classification
Common jobs (based on job descriptions) of various types of work should be included in the database, and can be selected in Task Assignment and employee task report, which can be easily verified. However, you need to add the remarks column in the application to add additional instructions.
Common Tasks include:
Communication: Meeting (divided into various meetings)
Project implementation: on-site survey, drawing, and publishing
 
(3) clarify the relationship between duties and rights
Clear prize calculation methods during project initiation
 
(4) Project Design Document Template
The Technical Support Department or technical department entrusts a dedicated person to confirm the template of each project and upload it to the project area for reference by all project members.
 
(5) project archives establishment
The system generates project files after Project Initiation
Reference System for project archives
 
Iii. Project Resource Management
(1) Human resources
Team formation-team management-internal personnel transfer management-temporary leasing Personnel Management
(2) manual daily accounting and Attendance Management
(3) tool and vehicle management
Distribution, maintenance, and recovery
It should be noted that the allocation of tools can be made to the Project Department, because there is no need to assign one set of tools
Vehicle contact arrangements, Information Registration, and expense reimbursement can be completed by the logistics staff
 
(1) Human resources
1. Company's human resource structure (Target Structure)
Core staff: 5%
Technical backbone and Project Manager 30%
Ordinary technical personnel and auxiliary personnel 65%
 
2. "talent pool"
Talent Pool Based on Organizational Structure
1. Automatic statistics of working age and association with the provident fund application process
A. According to the regulations, employees apply for a provident fund after one year of work
B. Different Positions apply for different quotas
C. Adjusted the working age standard
D. After an employee is promoted, the employee must be in full service after the adjusted position can be adjusted according to the standard of the position.
 
2. You can view all kinds of information about employees in the talent pool (data exchange between new pages and the HR Module)
 
3. Transfer employees to the project only when they enter the corresponding talent pool
Personnel real-time transfer procedures (interconnection between the relevant transfer procedures and data in the Project Management System)
 
(2) manual day and attendance
1. Implementation Method
A. Use staff attendance registration and direct superior Review
B. registered by the integrated management or project manager
2. Reflect on-duty status in real time (for business trips, leave, Field Service, and on-duty)
 
 
 
Iv. Project Progress Control
(1) Project Task Allocation
(2) project progress monitoring-Gantt chart and milestone chart
(3) task execution result feedback
 
(1) Project Task Allocation Process
1. Check whether the task number has been registered in the project database.
Project List-select project (task id)-talent pool (employee ID)-task allocation
2. temporarily assigned tasks
A. Party A <or superior leadership> assigns the tasks to the project manager or the project manager temporarily assigns tasks not registered in the project:
Oral assignment-task No. Maintenance-task allocation completion (indicating the task sender and Unit)
B. Party A assigns it to the designer
Party A verbally assigns to employees-<The employees report to the Project Manager-the project manager communicates and confirms>-the task No. Maintenance-the task allocation is completed.
3. tasks are distributed to the system in the form of task tickets (automatically generated and sent-it is best to support mobile phone reception)
4. The employee number, task number, and the resulting document number and expense number correspond one to one and cannot be modified.
 
(2) project progress monitoring
1. The progress of the project generally includes (milestone events ):
Preliminary feasibility study (this unit is generally not involved)-Phase I design (survey-drawing)-Scheme Review-Budget and text description-publishing-Construction Cooperation
2. List the statuses of all projects in the Manager view (different levels of leadership permissions are different)
Plan implementation, implementation, completed (filtering)
Projects in implementation can display the progress
3. Each project can intuitively display the invested resources (mainly human resources, represented by work days), costs, expected benefits, start and end times, owners, contacts, cooperation units, and other information.
From daily management (Basic Project Manager view)
1. Projects in charge-my project view
Points completed and incomplete
2. Each project contains a task list. The status is also set (completed, unfinished, and in progress)
From employee View
1. Set the "my tasks" list
2. Set a reporting interface for ongoing tasks
3. report content includes
A. Survey Information (each major has a fixed format table)
B. Task logs (the time, action, and result should be considered here)
C. file archiving
D. fee registration (invoice number registration required)-interconnection with financial processes or databases
4. Work exchange
The project manager reviews the work and reimbursement, evaluates the work of employees, and can write comments if necessary. The comments can be expressed by scores or levels.
5. Warning for projects with lagging progress
A. Set the completion time of the critical time.
B. Regular reminders for projects and tasks to be completed as planned (for example, once a week within one month in advance)
C. not completed as planned: different colors or highlighted display
6. Task progress indication (percentage or progress bar-set according to the ratio of task completion and key events. For example, if a phase-1 design is completed, 80% of the workload is considered to have been completed, if the entire survey drawing task is half completed, you can think that the entire task has completed 40%)
 
(3) feedback on task execution results
1. Review of employees' work results
2. Rewards for employees' performance
3. Evaluation of Employees' Performance
4. Approval and approval of reimbursement
 
V. Project Cost Management
(1) Annual Cost Control Plan
(2) monthly budget
(3) Reimbursement Management
 
(1) Annual Cost Control Plan
Estimate the annual output value and cost according to the business management objectives, and formulate the monthly budget limit based on the business forecast.
(2) monthly budget
Monthly budget based on the budget table
1. Budget is made on a project basis. Each Project Department contains several projects. you can apply for a budget only once, but must include the budget of all individual projects, currently, the workflow form is configured with four columns. If the project department has more than four projects, you need to initiate another application, which is inconvenient. At the same time, among all accounting subjects, only individual subjects may have a budget, and the cells of other subjects are blank, but they must also be printed out.
2. Each Project Department contains several projects, so multiple projects share resources, such as office and human resources costs,
3. shared costs can be considered for a unified budget, which can be apportioned based on the output value within the Project Department.
4. There are many accounting subjects. Currently, the forms used are not flexible enough, which makes typographical printing troublesome. You need to design a printing template or make the tables smarter, some accounts with no budget can not be displayed.
(3) Reimbursement Management
1. Reimbursement review should be conducted by relevant personnel according to the process
2. The daily registration fee in the system may be different from the final reimbursement fee.
3. The reimbursement information needs to be automatically summarized (different keywords can be set, such as project, time, unit, subject, reimbursement person, etc)
4. The cost of reimbursement information transfer should be compared and analyzed with the budget.
 
Vi. Project Contract and refund Management
(1) contract information management
Lease (House, Office), Labor and technical service contracts
(2) Contract Review
(3) contract change
(4) Invoice Management
(5) contract payment management
Payment, recycling and Settlement
 
(1) contract information management
1. Classification
Project-related contracts include the following types:
A. Procurement Contracts: renting a car, renting a house, purchasing equipment, etc.
B. Labor Contracts: talent leasing and labor dispatch
C. Technical Service Contract
2. Technical Service Contract
A. Several roles
Party A: Generally the operator (mobile)
General Contractor: Design Institutes Directly cooperating with operators (such as mobile design institutes)
US: subcontractor
B. Cooperation Process
Party A and the general contractor are all state-owned units. Generally, Party A and the mobile Emy (general contractor) sign the contract after the completion of the project and make settlement and payment.
Only a number of subcontractors can undertake part of the business of the entire project by region or by major.
After the contracting parties sign the contract, they will "confirm the workload" with the subcontractors and fill in the "workload confirmation form"
The contractor signs a "technical service contract" with us,
We issue an invoice according to the contract-the general contractor pays according to the invoice amount
C. To facilitate a more comprehensive understanding, we will introduce our cooperation model with the general contractor.
Categories
A. Entrusting System: The Contractor shall entrust the project to us after the project is split.
B. Joint Management: Party A shall assign a project manager to participate in management. We also have managers to participate in project management.
C. talent leasing: Party A rents our talents and assigns and assesses tasks by Party
Although the talent leasing model is not yet a major form of cooperation, it is a development direction. Therefore, the talent pool function needs to be further improved.
The management of such employees needs to explore new models. Hope to have good suggestions.
 
(2) Contract Review
(3) contract change
The preceding two tasks can be implemented simply using a workflow.
(4) Invoice Management
After entering the workload validation information and technical service contract information, an invoice application form is generated and sent to the Finance Department by the marketing department.
This function can be implemented through workflows.
 
(5) contract payment management
1. Not only receivables, but also payables, such as rent and deposits
2. Strengthen Management of deposits and other accounts receivable
3. After the project is withdrawn, the project is closed, compared with the estimated output value, and the project rewards of employees are settled.
How to issue project rewards:
The designer should be assessed based on the workload and should be issued within the current month or within the year.
The Project Manager (Management Group) is accrued on a yearly basis. In the first year, 50% of the total reward is accrued based on the estimated profit, which is issued in three years. After the project is paid back, the project is settled.
 
VII. Project Document Management
(1) Document management process
(2) design document review and compilation
(3) Design of Adaptive Page printing templates and approval settings
 
(1) Document management process
1. File Archive and Classification
Administrative, human resources, project management, finance, technology, enterprise culture,
2. Some documents may belong to multiple categories
3. categories in project management documents:
Project management meeting minutes, design schemes, drawings, survey reports, etc.
4. Generally, the documents are uploaded from the document upload page, with a brief description, and keywords set. The documents are archived after review.
 
(2) design document review is completed by the review process as part of quality control
1. The design file is generally large in size and needs to be reviewed offline or printed for review. However, the process still needs
2. After the design documents are reviewed, the source files need to be uploaded and archived, which may exceed dozens of MB. This puts a lot of pressure on the storage space and network. How can this problem be effectively solved?
Can I deploy file servers in different regions?
(3) print the template design and seal
1. The signature module has not been purchased
2. Design a printing template for important statistical analysis tables
 
VIII. Project Communication Management
(1) communication tasks and plans
(2) Communication Platform Construction
(3) communication result sharing
(4) mobile information receiving and publishing Module Based on the Apsara module (the SMS module has been purchased)
 
(1) communication tasks and plans
1. Currently, the company's business is scattered, with 6 branches and dozens of projects. in project implementation, multiple majors may need to cooperate with each other, and each major does not belong to each other, it brings obstacles to collaboration.
2. The company needs all units to implement the established communication tasks, such as regular meetings to form appropriate minutes
(2) Platform Construction
1. Team members of the same project should have a convenient discussion platform for mutual assistance.
2. There should be a convenient communication platform for technical personnel in different regions
3. Different technical personnel in the same region have a communication platform
Therefore, the location and major need to be set in the personnel information. After the personnel are transferred, they can be adjusted accordingly.
(3) communication result sharing
Set survey permission
(4) mobile information receiving and publishing Module Based on the Apsara module (the SMS module has been purchased)
Our company mainly serves mobile design institutes, and most employees use mobile phones.
 
 
9. project quality and Risk Control
(1) Online Quality Control Process
(2) Risk Monitoring
1. permission settings
2. Anti-Confidential Information Dissemination settings
 
 
(1) Online Quality Control Process
1. If CAD software is installed for employees, can the CAD files be displayed or modified through web calling programs?
2. Currently, PDF files can be displayed online. Can I install the annotation plug-in?
3. As mentioned above, it is difficult to review files online because the files are too large, but the review process must follow the process.
4. In the task process, there should be an application review-under review-Audit Result Display-handling comment process
 
(2) Risk Monitoring
1. User-Defined permission settings are required, especially for key information such as customer information, contract information, project information, task list, and talent pool information.
2. Can I set the printing, copying, and screenshot permissions for a document.