Project work change in plan/scope administrative and business information synergy system and method

• US 20060190391A1
• Filed: 02/10/2006
• Published: 08/24/2006
• Est. Priority Date: 02/11/2005
• Status: Abandoned Application

• Current Assignee: IQNavigator Incorporated
• Original Assignee: IQNavigator Incorporated
• Inventors: Cullen, Andrew A. III, Shaw, Steven A., Zilberman, Leonid
• Application Number:
  US11/351,835
• Publication Number:
  US 20060190391A1
• Time in Patent Office: Days
• US Class Current: 705/37
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange

Abstract

A project-work administrative management method includes receiving, from a buyer, project-administration configurations, storing transactional project work data relating to project work to be performed for the buyer by a supplier, receiving, from the buyer, configuration of project statement-of-work (SOW) records, processing a project change in plan/scope record set of the buyer, processing a project change in plan/scope record set of the supplier, and creating an integrated project change in plan/scope record set using the record set of the buyer and the record set of the supplier.

Claims

1. A project-work administrative management method comprising:

receiving, from a buyer, project-administration configurations;

storing transactional project work data relating to project work to be performed for the buyer by a supplier;

receiving, from the buyer, configuration of project statement-of-work (SOW) records;

processing a project change in plan/scope record set of the buyer;

processing a project change in plan/scope record set of the supplier; and

creating an integrated project change in plan/scope record set using the record set of the buyer and the record set of the supplier.

2. The method of claim 1, wherein the project-administrative configurations comprise:

a project record set;

a budget record set;

an asset record set;

a contract master record;

a non-project business event record; and

wherein at least one of the project record set, the budget record set, and the asset record set comprises a plurality of tiered records.

3. The method of claim 1, wherein the step of storing the transactional project work data comprises;

providing a buyer-issued RFx bid to the supplier;

providing a supplier response to the RFx bid;

receiving a buyer acceptance of the supplier response to the RFx bid;

generating at least one purchase order based on elements of the buyer-accepted supplier response to the RFx bid;

providing supplier work acknowledgement vouchers to the buyer in response to project work services provided; and

receiving buyer disposition of the supplier work acknowledgement vouchers; and

performing financial processing of approved supplier work acknowledgement vouchers.

4. The method of claim 3, further comprising utilizing RFx bid items to establish project work activities.

5. The method of claim 4, wherein the step of utilizing the RFx bid items to establish project work activities comprises;

utilizing RFx bid items adapted to acquire and process data relative to at least one of the following transactional data object types;

human resource assignments;

human resource labor types;

human resource rate types;

human resource expense types;

materials;

miscellaneous project expenses;

unit/piece-work-based deliverables;

fixed-price deliverables; and

utilizing at least one deliverable RFx bid item type.

6. The method of claim 3, wherein the supplier response to the buyer RFx bid comprises:

data applicable to the RFx bid items; and

data applicable to at least one deliverable project work activity.

7. The method of claim 3, wherein the buyer acceptance of the supplier RFx bid response comprises;

acceptance of supplier RFx bid response elements applicable to buyer project work activities; and

acceptance of supplier RFx bid response elements comprising at least one deliverable project work activity.

8. The method of claim 3, wherein the step of generating at least one purchase order comprises integrating accepted supplier RFx bid response element data into a purchase order;

9. The method of claim 8, wherein the step of integrating the accepted RFx bid response element data into the purchase order comprises:

creating a purchase order;

establishing purchase order lines; and

affiliating the RFx bid response element data with the purchase order lines to establish project work transactional data.

10. The method of claim 1, wherein the configuration of the project SOW records comprises:

designating purchase order deliverable records as SOW records;

configuration of purchase order line items, the purchase order line items comprising non-deliverable project work activities affiliated with deliverable output work activities;

configuration of project phases;

configuration of SOW record dependencies; and

configuration of SOW record master data affiliations.

11. The method of claim 1 wherein the step of processing the project change in plan/scope record set of the buyer comprises;

generating a project SOW dependency and master record affiliation output;

wherein the project is depicted in terms of enterprise-wide connectivity;

broadcasting a project at-risk communications package;

receiving a project at-risk communications package response; and

processing the project at-risk communications package response.

12. The method of claim 1, wherein the step of processing the the project change in plan/scope record set of the supplier comprises;

creating a project change in plan/scope acceptance package;

broadcasting the project change in plan/scope acceptance package;

processing the broadcasted project change in plan/scope acceptance package; and

receiving completion of the broadcasted project change in plan/scope acceptance package.

13. The method of claim 1, wherein the step of creating the integrated project change in plan/scope record set comprises:

receiving at least one project change in plan/scope change order;

processing the at least one project change in plan/scope change order;

processing at least one master data record responsive to approval of the at least one project change in plan/scope change order; and

updating at least one processed master data record.

14. A project-work-portfolio administrative-record-set creation method, the method comprising:

creating project portfolio record sets; and

creating budget portfolio record sets; and

creating asset portfolio record sets; and

creating contract master records; and

creating non-project business event records.

15. The method of claim 14 wherein the step of creating project portfolio record sets comprises:

creating a project group record adapted to store project-group-attributes, buyer-organization, and business-ownership responsibility data;

creating at least one project master record adapted to store buyer-project data;

storing an association between the project group record and the at least one project master record;

storing applicable dependency relationships among the at least one project master records affiliated within a project group; and

storing default buyer organizational and business-ownership data applicable to the project master as a constraint of default project group data.

16. The method of claim 14, wherein creating budget portfolio record sets further comprises:

creating a budget group record adapted to store buyer organization, business-ownership responsibility, and financial data.

creating at least one budget master record adapted to store buyer-budget data;

storing an association between the budget group record and the at least one budget master record; and

storing default buyer organizational, business-ownership, and financial data applicable to the budget master record as a constraint of default budget-group data.

17. The method of claim 14, wherein creating asset portfolio record sets further comprises:

creating an asset group record adapted to store buyer organization, business-ownership responsibility, and financial data;

creating at least one asset master record adapted to store buyer asset data;

storing an association between the asset group record and the at least one asset master record; and

storing default buyer organizational, business ownership, and financial data applicable to the asset master as a constraint of asset group data.

18. The method of claim 14, wherein the creation of contract master records further comprises:

creating a contract master record adapted to store buyer organization, business-ownership responsibility, financial, and contract data applicable to a buyer contract.

19. The method of claim 14, further comprising creating at least one non-project business event record adapted to store buyer organization, business ownership responsibility, and business event data.

20. The method of claim 15, wherein the step of creating at least one project master record further comprises at least one of:

affiliating each of the at least one project master record with at least one budget master record;

affiliating each of the at least one project master record with at least one asset master record;

affiliating each of the at least one project master record with at least one contract master record; and

affiliating each of the at least one project master record with at least one business event master record.

21. A method of configuring project SOW deliverable records, the method comprising:

associating non-deliverable project-work-activity purchase-order line items with at least one purchase order line deliverable type record;

specifying attribute data relative to the purchase-order deliverable record;

creating at least one project work phasing record;

specifying attribute data relative to the at least one project phasing record;

configuring purchase-order deliverable record dependencies; and

configuring purchase-order deliverable record affiliations to master data records.

22. The method of claim 21, wherein the step of creating at least one project work phasing record comprises affiliating the at least one project phasing record with a master project record.

23. The method of claim 21, wherein the step of creating at least one project phasing record comprises affiliating purchase order deliverable records with the at least one project phasing record.

24. The method of claim 21, wherein the step of configuring purchase-order deliverable record dependencies comprises establishing relationships between purchase order deliverable records within a project.

25. The method of claim 24, wherein the step of establishing relationships between purchase order deliverable records within the project comprises:

specifying a dependency relationship type between related purchase order deliverable records; and

specifying whether a downstream dependent purchase order deliverable record completion status is constrained by a completion status of a related purchase order deliverable record.

26. The method of claim 21, wherein the step of configuring purchase-order deliverable record dependencies comprises establishing relationships between purchase order deliverable records in multiple projects within a project group.

27. The method of claim 26, wherein the step of establishing relationships between purchase order deliverable records within multiple projects comprises;

specifying a dependency relationship type between related purchase order deliverable records; and

specifying whether a downstream dependent purchase order deliverable record completion status is constrained by a completion status of the related purchase order deliverable record.

28. The method of claim 21, wherein the step of configuring purchase-order deliverable record affiliations to master data records comprises at least one of:

affiliating purchase order deliverable records with at least one budget master record mapped to a project master record; and

affiliating purchase order deliverable records containing at least one material record with at least one asset master record mapped to the project master record; and

affiliating purchase order deliverable records with at least one contract master record mapped to the project master record; and

affiliating purchase order deliverable records with at least one business event master record mapped to the project master record.

29. The method of claim 28, wherein the step of configuring purchase-order deliverable record affiliations to master data records comprises:

specifying attribute data applicable to the purchase-order-deliverable-record-to-master-data-record affiliations; and

specifying buyer personnel having responsibility for the purchase-order-deliverable-record-to-master-data-record affiliations.

30. The method of claim 29, further comprising:

storing configured purchase-order-deliverable-record-to-master-data-record affiliations and SOW record dependencies in a database;

notifying buyer personnel responsible for purchase-order-deliverable records and master data records of purchase-order deliverable record affiliations stored in the database; and

providing the notified buyer personnel access to their respective record affiliation details.

31. A method of assessing a project change in plan/scope, the method comprising:

performing a project-deliverable dependency and master-record affiliation analysis in response to buyer disposition of supplier-submitted project-work acknowledgement vouchers;

identifying purchase-order deliverable SOW records that are out of compliance relative to a scheduled completion date;

receiving selection of at least one out-of-compliance deliverable record;

generating a project at-risk communications session;

broadcasting a project at-risk communications package;

receiving a project at-risk communications package response; and

processing the project at-risk communications package response.

32. The method of claim 31, further comprising, responsive to the selection of the at least one out-of-compliance deliverable record:

generating an at-risk deliverable output including potentially-impacted deliverable and master data records affiliated with the selected out-of-compliance deliverable record;

identifying at-risk deliverable records affiliated with the selected out-of-compliance deliverable record; and

receiving modification of either status or completion date of an identified at-risk deliverable record.

33. The method of claim 32, further comprising, responsive to the modification:

generating an updated model of master data records and deliverable records impacted by the at-risk deliverable record; and

identifying buyer personnel responsible for the deliverable records impacted by the at-risk deliverable record; and

initiating an at-risk communications session.

34. The method of claim 31, wherein the step of generating the project at-risk communications session comprises:

creating a project at-risk communications session record set;

providing access, by a project-at-risk-communications-session owner, to purchase-order project-work-activity line items affiliated with the at least one out-of-compliance deliverable record; and

storing settings responsive to purchase-order project-work-activity line item modifications.

35. The method of claim 34, further comprising, responsive to the storing step, presenting to the project-at-risk-communications-session owner impacted business records aggregated by buyer personnel responsibility wherein the user interface being adapted to issue a broadcast to affected personnel.

36. The method of claim 31, wherein the step of processing the project at-risk communications package response comprises:

displaying deliverable-record upstream or downstream dependencies;

displaying the status of affiliated deliverable records;

enabling deliverable record modification; and

enabling master data record modification.

37. The method of claim 36, further comprising storing deliverable record modifications.

38. The method of claim 37, further comprising, responsive to the step of storing deliverable record modifications:

validating deliverable completion dating relative to dependent deliverable records;

providing buyer personnel with a successful-validation notification in response to there being no affiliated deliverable-record completion-dating conflicts; and

updating a project at-risk communications package response status code to complete.

39. The method of claim 37, further comprising, responsive to the step of validating deliverable completion dating:

providing an unsuccessful-validation notification in response to at least one affiliated deliverable-record completion-dating conflict;

updating a project at-risk communications package response status code to conflicted; and

displaying specific conflicted affiliated deliverable record details;

modifying conflicted record details responsive to user input.

40. The method of claim 38, further comprising, responsive to updating the project at-risk communications package response status code to complete, prompting for submission of project at-risk communications package response record updates to a project-at-risk-communications-session owner.

41. The method of claim 40, further comprising, responsive to submission of project at-risk communications package response record updates to the project-at-risk-communications-session owner:

validating completion status of all project at-risk communications package responses;

determining if communications package response record updates included purchase order changes; and

notifying downstream deliverable record owners of submitted project at-risk communication responses.

42. The method of claim 41, further comprising, responsive to the step of validating completion status for all communications package responses, setting a project at-risk communications session status code to awaiting review.

43. The method of claim 42, further comprising, responsive to there being no purchase order line item modifications within the communications package responses:

providing the project-at-risk-communications-session owner with an adapted user interface via which deliverable record and master data record modifications can be integrated to active enterprise data; and

updating the active enterprise data with the deliverable record and master data record modifications responsive to project-at-risk-communications-session owner action.

44. A method of processing of a project change in plan/scope, the method comprising:

creating a project change in plan/scope acceptance package;

broadcasting the project change in plan/scope acceptance package;

processing the broadcasted project change in plan/scope acceptance package to completion; and

providing the completed broadcasted project change in plan/scope acceptance package.

45. The method of claim 44, wherein the step of creating a project change in plan/scope acceptance package comprises:

creating a project change in plan/scope acceptance package record adapted to store attribute information; and

assigning to the change in plan/scope acceptance package record a status code of open.

46. The method of claim 44, wherein the step of broadcasting the project change in plan/scope acceptance package comprises:

presenting impacted purchase order records aggregated by supplier responsibility; and

providing a user interface adapted to broadcast the acceptance package.

47. The method of claim 44, wherein the step of processing the broadcasted project change in plan/scope acceptance package comprises:

notifying applicable supplier personnel of pending project change in plan/scope acceptance package data processing; and

wherein the data processing for a given supplier personnel is limited to that supplier personnel'"'"'s individual impacted purchase order line item record set.

48. The method of claim 44, wherein the step of processing the project change in plan/scope acceptance package to completion responsive to broadcast receipt comprises:

providing to supplier personnel the impacted purchase order line item records;

receiving supplier personnel impacted purchase order line item record approval; and

storing an approval transaction responsive to the record approval.

49. The method of claim 48, wherein the step of processing the broadcasted project change in plan/scope acceptance package to completion comprises:

determining whether at least one impacted purchase order line item record requires supplier taxation assessment;

storing taxation assessment data responsive to a determination that at least one impacted purchase order line item record requires supplier taxation assessment; and

updating a project change in plan/scope acceptance package status code to indicate completeness responsive to a determination that taxation assessment data for all impacted purchase order line item records has been stored.

50. The method of claim 44, wherein the step of providing the completed broadcasted project change in plan/scope acceptance package comprises:

notifying a buyer project change in plan/scope session owner of the project change in plan/scope package response;

notifying relevant buyer personnel record owners of purchase order line item records of the project change in plan/scope acceptance package response; and

validating the status of the project change in plan/scope acceptance package response.

51. The method of claim 50, wherein the step of validating comprises:

notifying the buyer project change in plan/scope session owner of completion of the project change in plan/scope acceptance package response;

modifying the project change in plan/scope acceptance package status to indicate approval.

52. A method of creating an integrated project change in plan/scope record set, the method comprising:

creating at least one project change in plan/scope change order;

processing the at least one project change in plan/scope change order;

processing at least one master data record responsive to approval of the at least one project change in plan/scope change order;

updating at least one processed master data record; and

activating all project change in plan/scope record modifications.

53. The method of claim 52, wherein the step of creating at least one project change in plan/scope change order comprises:

aggregating modified project work purchase order records by responsible buyer personnel record owners; and

initiating of change order approval requests; and

broadcasting the change order approval requests.

54. The method of claim 53, wherein the step of broadcasting the change order approval requests comprises:

notifying responsible purchase order record owner buyer personnel of pending change order approval requests;

responsive to the responsible purchase order record owner buyer personnel input, processing the change order approval request; and

wherein, for a given buyer personnel, the buyer personnel change order approval processing is limited to purchase order records for which that buyer personnel is a responsible record owner.

55. The method of claim 54, wherein the step of processing the change order approval request comprises:

modifying the status of the change order approval request to indicate approval;

storing a change order approval request transaction in a database; and

notifying a buyer project change in plan/scope session owner of the change order approval.

56. The method of claim 52, wherein the step of processing at least one master data record comprises;

providing, to a buyer project change in plan/scope session owner, project master data records affiliated with an affiliated approved change order and aggregated by applicable buyer personnel record owner; and

issuing notifications to buyer personnel responsible for the project master data records affiliated with the approved change order that the affiliated project master data records are available for additional processing.

57. The method of claim 56, wherein the step of issuing notifications to buyer personnel responsible for master data records affiliated with an approved change order comprises:

providing the buyer personnel with a user interface adapted to permit modifications to be made to the master data records; and

storing input settings responsive to record modification.

58. The method of claim 57, further comprising, responsive to the step of storing input settings responsive to record modification:

notifying the buyer session owner of saved master data record input settings;

determining whether all master data records affiliated with all change orders have been stored;

modifying the project change in plan/scope session status to indicate integration still needs be performed responsive to all master data records affiliated with all change orders being stored.

59. The method of claim 52, wherein the step of activating comprises:

performing an update procedure by which the record modifications become active;

storing the record modifications as active enterprise data responsive to the update procedure; and

notifying buyer personnel of the record modifications.

60. A computer system for project-work administration, the computer system comprising:

an interface adapted to receive project-administration configurations and transactional project work data relating to project work to be performed for a buyer by a supplier;

a database system for storing the received project-administration configurations and the transactional project work data; and

a server connected to the interface and connected to the database system; and

wherein the server is adapted to;

determine purchase-order deliverable data of the transactional project work data that are out of compliance relative to a scheduled completion date;

responsive to the determination, generate a project at-risk communications session using the transactional project work data and the project-administration configurations; and

process a project at-risk communications package response.

61. An article of manufacture for project-work administrative management, the article of manufacture comprising:

at least one computer readable medium;

processor instructions contained on the at least one computer readable medium, the processor instructions configured to be readable from the at least one computer readable medium by at least one processor and thereby cause the at least one processor to operate as to;

receive, from a buyer, project-administration configurations;

store transactional project work data relating to project work to be performed for the buyer by a supplier;

receive, from the buyer, configuration of project statement-of-work (SOW) records;

process a project change in plan/scope record set of the buyer;

process a project change in plan/scope record set of the supplier; and

create an integrated project change in plan/scope record set using the record set of the buyer and the record set of the supplier.