Project management over a network with automated task schedule update

• US 7,406,432 B1
• Filed: 01/28/2002
• Issued: 07/29/2008
• Est. Priority Date: 06/13/2001
• Status: Expired due to Fees

• Current Assignee: Ricoh Company Limited
• Original Assignee: Ricoh Company Limited
• Inventors: Motoyama, Tetsuro
• Primary Examiner(s): Jeanty; Romain
• Application Number:
  US10/059,694
• Time in Patent Office: 2,374 Days
• Field of Search: 705/7, 705/8, 705/9
• US Class Current: 705/7.16
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/063116 Schedule adjustment for a person or group
• CPC Class Codes: G06Q 10/063118 Staff planning in a project environment
• CPC Class Codes: G06Q 10/06312 Adjustment or analysis of established resource schedule, e.g. resource or task levelling, or dynamic rescheduling
• CPC Class Codes: G06Q 10/06313 Resource planning in a project environment
• CPC Class Codes: G06Q 10/06314 Calendaring for a resource
• CPC Class Codes: G06Q 10/06315 Needs-based resource requirements planning or analysis
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 10/1097 Task assignment

Abstract

A technique is provided for generating a hierarchy used in managing a development project by generating schedule data for a task and generating reference data for the task, wherein the reference data references tasks at other levels of a hierarchy that represents relationships among tasks for completing the project. Another technique is provided for managing a development project schedule by determining whether an update to schedule data associated with a particular task requires an update to other tasks hierarchically related to the particular task, by following references from the particular task to a parent task and from the parent task to its child tasks. Schedule data of the child tasks, for example, actual start and end dates, are compared to determine whether the parent schedule needs to be changed.

Claims

1. A method for generating a hierarchy used in managing a schedule for a development project, the method comprising the computer-implemented steps of:

generating reference data for a task in the hierarchy, the reference data referencing one or more other tasks at other levels in the hierarchy, wherein the hierarchy specifies relationships among tasks related to completion of the development project,

wherein the step of generating reference data comprises;

receiving specification of one or more tasks assigned to at least one specified project participant, wherein the one or more tasks are assigned through use of a computer generated web browser interface communicatively coupled to a project database over the network, and wherein the one or more tasks are specified with an associated hierarchical level; and

receiving specification of one or more detail tasks hierarchically related to at least one of the one or more tasks, wherein the detail tasks are sub-tasks requiring completion to complete the at least one task, and wherein the one or more detail tasks are specified using a computer generated web browser interface communicatively coupled to a project database over the network, and wherein the one or more detail tasks are specified with an associated hierarchical level;

generating schedule data for the task, the schedule data including one or more schedule dates associated with the task;

wherein the schedule data includes (a) historical schedule data that includes one or more obsolete planned schedule dates associated with the task if a corresponding planned schedule date associated with the task has been changed, and (b) one or more current schedule dates associated with the task;

storing the schedule data and the reference data in a database accessible over a network via a web browser; and

causing a web server to display the schedule, including causing concurrent display of both the one or more obsolete planned schedule dates associated with the task and the one or more current schedule dates associated with the task.

2. The method of claim 1 wherein the step of generating the reference data comprises generating references to sub-tasks that must be completed for completion of the task.

3. The method of claim 1 wherein the step of generating the reference data comprises generating references to parent tasks that rely on completion of at least the task for completion.

4. The method of claim 1, wherein the relationships represented by the hierarchy represent dependencies among tasks in the hierarchy such that completion of a parent task depends on completion of one or more associated child tasks, and wherein the step of generating reference data includes generating reference data according to the dependencies.

5. The method of claim 1, further comprising the computer-implemented steps of:

in response to an update to schedule data associated with a particular task, determining whether an update to the schedule data associated with one or more other tasks hierarchically related to the particular task is required, by;

following a reference from the reference data of the particular task up the hierarchy to a parent task that relies on completion of the particular task for completion;

following a reference from the reference data of the parent task down the hierarchy to one or more tasks that must be completed for completion of the parent task;

comparing the schedule data of the one or more tasks.

6. The method of claim 1, wherein the development project is a computer software development project and the tasks are related to completion of the software development project, and wherein the steps of generating reference data and generating schedule data are performed based on the computer software development project.

7. The method of claim 1, wherein causing comprises causing the web server to display the obsolete planned schedule dates with strikethrough.

8. The method of claim 1, wherein generating the schedule data comprises calculating, based at least upon one or more schedule dates for said one or more detail tasks, the one or more current schedule dates for the schedule data.

9. A method for managing a schedule for a development project, the method comprising the computer-implemented steps of:

detecting an update to schedule data for a particular task from a plurality of tasks specified for the development project and organized as a hierarchy of interdependent tasks;

in response to the update, traversing the hierarchy to determine whether an update to schedule data for one or more other tasks from the plurality of tasks is required, by;

following a reference up the hierarchy from reference data associated with the particular task to reference data associated with a parent task, wherein the parent task relies on completion of the particular task for completion;

following a reference down the hierarchy from reference data associated with the parent task to schedule data associated with each of one or more tasks that must be completed for completion of the parent task;

comparing the schedule data of the one or more tasks;

if an update to an actual start date of the parent task is required, then determining an updated actual start date that is the earliest actual start date associated with the one or more tasks;

if an update to an actual end date of the parent task is required, then determining an updated actual end date that is the latest actual end date associated with the one or more tasks;

if an update to a planned start date of the parent task is required, then determining an updated planned start date that is the earliest planned start date associated with the one or more tasks; and

if an update to a planned end date of the parent task is required, then determining an updated planned end date that is the latest planned end date associated with the one or more tasks.

10. The method of claim 9, wherein the step of determining whether an update to the schedule data is required includes determining whether an update to the schedule data of the parent task is required.

11. The method of claim 9, wherein the step of determining whether an update to the schedule data is required includes,

determining that an update to an actual start date of the parent task is required;

and

determining an updated actual start date that is the earliest actual start date associated with the one or more tasks.

12. The method of claim 9, wherein the step of determining whether an update to the schedule data is required includes,

determining that an update to an actual end date of the parent task is required;

and

determining an updated actual end date that is the latest actual end date associated with the one or more tasks.

13. The method of claim 9, wherein the step of determining whether an update to the schedule data is required includes,

determining that an update to a planned start date of the parent task is required;

and

determining an updated planned start date that is the earliest planned start date associated with the one or more tasks.

14. The method of claim 9, wherein the step of determining whether an update to the schedule data is required includes,

determining that an update to a planned end date of the parent task is required;

and

determining an updated planned end date that is the latest planned end date associated with the one or more tasks.

15. The method of claim 9, wherein the development project is a computer software development project and the plurality of tasks are related to completion of the software development project, and wherein the steps of detecting an update to schedule data and determining whether an update is required are performed based on the computer software development project.

16. The method of claim 9, wherein the schedule data for a particular task pertains to an individual task schedule, and wherein the parent task pertains to a management schedule.

17. A computer-readable storage medium carrying one or more sequences of instructions for generating a hierarchy used in managing a schedule for a development project, wherein execution of the one or more sequences of instructions by one or more processors causes the one or more processors to perform the steps of:

generating reference data for a task in the hierarchy, the reference data referencing one or more other tasks at other levels in the hierarchy, wherein the hierarchy specifies relationships among tasks related to completion of the development project;

wherein the step of generating reference data comprises;

receiving specification of one or more tasks assigned to at least one specified project participant, wherein the one or more tasks are assigned through use of a computer generated web browser interface communicatively coupled to a project database over the network, and wherein the one or more tasks are specified with an associated hierarchical level; and

receiving specification of one or more detail tasks hierarchically related to at least one of the one or more tasks, wherein the detail tasks are sub-tasks requiring completion to complete the at least one task, and wherein the one or more detail tasks are specified using a computer generated web browser interface communicatively coupled to a project database over the network, and wherein the one or more detail tasks are specified with an associated hierarchical level;

generating schedule data for the task, the schedule data including one or more schedule dates associated with the task;

wherein the schedule data includes (a) historical schedule data that includes one or more obsolete planned schedule dates associated with the task if a corresponding planned schedule date associated with the task has been changed, and (b) one or more current schedule dates associated with the task;

storing the schedule data and the reference data in a database accessible over a network via a web browser; and

causing a web server to display the schedule, including causing concurrent display of both the one or more obsolete planned schedule dates associated with the task and the one or more current schedule dates associated with the task.

18. The computer-readable storage medium of claim 17 wherein execution of the one or more sequences of instructions by one or more processors causes the one or more processors to perform the step of generating the reference data by generating references to sub-tasks that must be completed for completion of the task.

19. The computer-readable storage medium of claim 17 wherein execution of the one or more sequences of instructions by one or more processors causes the one or more processors to perform the step of generating the reference data by generating references to parent tasks that rely on completion of at least the task for completion.

20. The computer-readable storage medium of claim 17 wherein execution of the one or more sequences of instructions by one or more processors causes the one or more processors to perform the step of:

in response to an update to the schedule data associated with a particular task, determining whether an update to the schedule data associated with one or more other tasks hierarchically related to the particular task is required, by;

following a reference from the particular task up the hierarchy to a parent task that relies on completion of the particular task for completion;

following a reference from the parent task down the hierarchy to one or more tasks that must be completed for completion of the parent task;

comparing the schedule data of the one or more tasks.

21. The computer-readable storage medium of claim 17, wherein the development project is a computer software development project and the tasks are related to completion of the software development project, and wherein execution of the one or more sequences of instructions by one or more processors causes the one or more processors to perform the step of generating reference data and generating schedule data based on the computer software development project.

22. The computer-readable storage medium of claim 17, wherein causing comprises causing the web server to display the obsolete planned schedule dates with strikethrough.

23. The computer-readable storage medium of claim 17, wherein the relationships represented by the hierarchy represent dependencies among tasks in the hierarchy such that completion of a parent task depends on completion of one or more associated child tasks, and wherein the step of generating reference data includes generating reference data according to the dependencies.

24. The computer-readable medium of claim 17, wherein the schedule data for a particular task pertains to an individual task schedule, and wherein the parent task pertains to a management schedule.

25. The computer-readable medium of claim 17, wherein generating the schedule data comprises calculating, based at least upon one or more schedule dates for said one or more detail tasks, the one or more current schedule dates.

26. A computer-readable storage medium carrying one or more sequences of instructions for managing a schedule for a development project, wherein execution of the one or more sequences of instructions by one or more processors causes the one or more processors to perform the steps of:

detecting an update to schedule data for a particular task from a plurality of tasks specified for the development project and organized as a hierarchy of interdependent tasks;

in response to the update, traversing the hierarchy to determine whether an update to schedule data for one or more other tasks from the plurality of tasks is required, by;

following a reference up the hierarchy from reference data associated with the particular task to reference data associated with a parent task, wherein the parent task relies on completion of the particular task for completion;

following a reference down the hierarchy from reference data associated with the parent task to schedule data associated with each of one or more tasks that must be completed for completion of the parent task;

comparing the schedule data of the one or more tasks;

if an update to an actual start date of the parent task is required, then determining an updated actual start date that is the earliest actual start date associated with the one or more tasks;

if an update to an actual end date of the parent task is required, then determining an updated actual end date that is the latest actual end date associated with the one or more tasks;

if an update to a planned start date of the parent task is required, then determining an updated planned start date that is the earliest planned start date associated with the one or more tasks; and

if an update to a planned end date of the parent task is required, then determining an updated planned end date that is the latest planned end date associated with the one or more tasks.

27. The computer-readable storage medium of claim 26, wherein execution of the one or more sequences of instructions by one or more processors causes the one or more processors to perform the step of determining whether an update to the schedule data is required by determining whether an update to the schedule data of the parent task is required.

28. The computer-readable storage medium of claim 26, wherein the development project is a computer software development project and the plurality of tasks are related to completion of the software development project, and wherein execution of the one or more sequences of instructions by one or more processors causes the one or more processors to perform the steps of detecting an update to schedule data and determining whether an update is required based on the computer software development project.

29. A computer-readable storage medium carrying data that represents one or more data items, each data item being associated with a task related to completion of a development project, the data comprising:

reference data that references one or more other data items associated with tasks at other hierarchical levels of a hierarchy that represents relationships between development project tasks,

wherein generating the reference data comprises;

receiving specification of one or more tasks assigned to at least one specified project participant, wherein the one or more tasks are assigned through use of a computer generated web browser interface communicatively coupled to a project database over the network, and wherein the one or more tasks are specified with an associated hierarchical level; and

receiving specification of one or more detail tasks hierarchically related to at least one of the one or more tasks, wherein the detail tasks are sub-tasks requiring completion to complete the at least one task, and wherein the one or more detail tasks are specified using a computer generated web browser interface communicatively coupled to a project database over the network, and wherein the one or more detail tasks are specified with an associated hierarchical level; and

schedule data that includes one or more current schedule dates and one or more obsolete schedule dates associated with completion of the task associated with the particular data item;

wherein, in response to an update from a web browser to the schedule data associated with a particular task, a computer processor can automatically update the schedule data associated with one or more other tasks hierarchically related to the particular task to reflect the change to the schedule data associated with the particular task, at least in part by following, in the hierarchy, references in the reference data.

30. The computer-readable storage medium of claim 29, wherein the relationships represented by the hierarchy represent dependencies among tasks in the hierarchy such that completion of a parent task depends on completion of one or more associated child tasks.

31. The computer-readable storage medium of claim 29, wherein the development project is a computer software development project and the tasks are related to completion of the software development project, and wherein the reference data and the schedule data are based on the computer software development project.

32. A computer apparatus comprising:

a memory; and

one or more processors coupled to the memory and configured to execute one or more sequence of instructions for generating a hierarchy used in managing a development project, wherein execution of the one or more sequences of instructions by one or more processors causes the one or more processors to perform the steps of;

generating reference data for a task in the hierarchy, the reference data referencing one or more other tasks at other levels in the hierarchy, wherein the hierarchy specifies relationships among tasks related to completion of the development project;

wherein the step of generating reference data comprises;

receiving specification of one or more tasks assigned to at least one specified project participant, wherein the one or more tasks are assigned through use of a computer generated web browser interface communicatively coupled to a project database over the network, and wherein the one or more tasks are specified with an associated hierarchical level; and

receiving specification of one or more detail tasks hierarchically related to at least one of the one or more tasks, wherein the detail tasks are sub-tasks requiring completion to complete the at least one task, and wherein the one or more detail tasks are specified using a computer generated web browser interface communicatively coupled to a project database over the network, and wherein the one or more detail tasks are specified with an associated hierarchical level;

generating schedule data for the task, the schedule data including one or more schedule dates associated with the task;

wherein the schedule data includes (a) historical schedule data that includes one or more obsolete planned schedule dates associated with the task if a corresponding planned schedule date associated with the task has been changed, and (b) one or more current schedule dates associated with the task;

storing the schedule data and the reference data in a database accessible over a network via a web browser; and

causing a web server to display the schedule, including causing concurrent display of both the one or more obsolete planned schedule dates associated with the task and the one or more current schedule dates associated with the task.

33. The computer apparatus of claim 32, wherein the step of generating the reference data comprises generating references to sub-tasks that must be completed for completion of the task.

34. The computer apparatus of claim 32, wherein the step of generating the reference data comprises generating references to parent tasks that rely on completion of at least the task for completion.

35. The computer apparatus of claim 32, wherein the relationships represented by the hierarchy represent dependencies among tasks in the hierarchy such that completion of a parent task depends on completion of one or more associated child tasks, and wherein the step of generating reference data includes generating reference data according to the dependencies.

36. The computer apparatus of claim 32, wherein execution of the one or more sequences of instructions by one or more processors further causes:

in response to an update to schedule data associated with a particular task, determining whether an update to the schedule data associated with one or more other tasks hierarchically related to the particular task is required, by;

following a reference from the reference data of the particular task up the hierarchy to a parent task that relies on completion of the particular task for completion;

following a reference from the reference data of the parent task down the hierarchy to one or more tasks that must be completed for completion of the parent task;

comparing the schedule data of the one or more tasks.

37. The computer apparatus of claim 32, wherein the development project is a computer software development project and the tasks are related to completion of the software development project, and wherein the steps of generating reference data and generating schedule data are performed based on the computer software development project.

38. The computer apparatus of claim 32, wherein causing comprises causing the web server to display the obsolete planned schedule dates with strikethrough.

39. The computer apparatus of claim 32, wherein the schedule data for a particular task pertains to an individual task schedule, and wherein the parent task pertains to a management schedule.

40. The computer apparatus of claim 32, wherein generating the schedule data comprises calculating, based at least upon one or more schedule dates for said one or more detail tasks, the one or more current schedule dates for the schedule data.

41. A computer apparatus comprising:

means for generating reference data for a task in the hierarchy, the reference data referencing one or more other tasks at other levels in the hierarchy, wherein the hierarchy specifies relationships among tasks related to completion of the development project, said means comprising;

means for receiving specification of one or more tasks assigned to at least one specified project participant, wherein the one or more tasks are assigned through use of a computer generated web browser interface communicatively coupled to a project database over the network, and wherein the one or more tasks are specified with an associated hierarchical level; and

means for receiving specification of one or more detail tasks hierarchically related to at least one of the one or more tasks, wherein the detail tasks are sub-tasks requiring completion to complete the at least one task, and wherein the one or more detail tasks are specified using a computer generated web browser interface communicatively coupled to a project database over the network, and wherein the one or more detail tasks are specified with an associated hierarchical level;

means for generating schedule data for the task, the schedule data including one or more schedule dates associated with the task;

wherein the schedule data includes (a) historical schedule data that includes one or more obsolete planned schedule dates associated with the task if a corresponding planned schedule date associated with the task has been changed, and (b) one or more current schedule dates associated with the task;

means for storing the schedule data and the reference data in a database accessible over a network via a web browser; and

means for causing a web server to display the schedule, including causing concurrent display of both the one or more obsolete planned schedule dates associated with the task and the one or more current schedule dates associated with the task.

42. A computer apparatus comprising:

a memory; and

one or more processors coupled to the memory and configured to execute one or more sequence of instructions for generating a hierarchy used in managing a development project, wherein execution of the one or more sequences of instructions by one or more processors causes the one or more processors to perform the steps of;

detecting an update to schedule data for a particular task from a plurality of tasks specified for the development project and organized as a hierarchy of interdependent tasks;

in response to the update, traversing the hierarchy to determine whether an update to schedule data for one or more other tasks from the plurality of tasks is required, by;

following a reference up the hierarchy from reference data associated with the particular task to reference data associated with a parent task, wherein the parent task relies on completion of the particular task for completion;

following a reference down the hierarchy from reference data associated with the parent task to schedule data associated with each of one or more tasks that must be completed for completion of the parent task;

comparing the schedule data of the one or more tasks;

if an update to an actual start date of the parent task is required, then determining an updated actual start date that is the earliest actual start date associated with the one or more tasks;

if an update to an actual end date of the parent task is required, then determining an updated actual end date that is the latest actual end date associated with the one or more tasks;

if an update to a planned start date of the parent task is required, then determining an updated planned start date that is the earliest planned start date associated with the one or more tasks; and

if an update to a planned end date of the parent task is required, then determining an updated planned end date that is the latest planned end date associated with the one or more tasks.