SCHEDULING AND BUDGETING FOR PROJECTS

摘要

Information for a project, including financials and scheduling is stored as the single dataset, with budgeting information automatically integrated to the cash flow information, and with scheduling information automatically integrated to the cash flow information, and vice versa, through the single dataset from a single database to associate scheduled project phases. The single database, allows users to view the cash flow via multiple user interfaces extracted from the same core data, and therefore updates in one user interface can reflect across all user interfaces comprising budget, schedule and cash flow.

主权项

1. A method of generating information for a project requiring information comprising financials and scheduling and having at least one project phase comprising at least one of a time period, department or other sub-unit of project execution the method operable in a non-transitory processing medium and comprising:
providing a calendar and a scheduling user interface based on the calendar; providing a financials user interface which comprises at least one of a budgeting and cash flow interface; receiving by a processor an indication of assets used during said at least one project phase and a time period associated with the project phase; receiving financial data associated with the assets used during the project phase; associating the indication of assets with the calendar for display on the scheduling user interface and the financial user interface, thereby allowing the user to input or edit scheduling, and financial data to a single dataset, thereby associating the received financial data with the time period associated with the project phase; automatically generating financial documents based at least in part on the assets, the time period and the financial data; linking from a processor scheduling information to the financial data for the project, wherein the financial documents include budgeting information and cash flow information; and automatically integrating the budgeting information as the single dataset with the scheduling information and the cash flow information, with the budgeting information automatically integrated to the cash flow information, and with the scheduling information automatically integrated to the cash flow information, and vice versa, through the single dataset from a single database to associate scheduled project phases with the correlating budget department to link departmental information automatically across multiple documents by obtaining the budgeting information, the scheduling information and the cash flow information from the single dataset, wherein the automatic integrating comprises feeding the assets, the time period and the financial data to the budgeting information, cash flow information and scheduling information into the single dataset, so that changes to the assets, the time period and the financial data in the single database automatically reflect in each of the financial documents, budgeting information, cash flow information and scheduling information and any user interfaces based on the single database, allowing users to view the cash flow via multiple user interfaces extracted from the same core data, and therefore updates in one user interface can reflect across all user interfaces comprising budget, schedule and cash flow, wherein the scheduling user interface comprises a calendar user interface displaying a plurality of phase display elements, each display element representing a project phase, and a plurality of calendar bars, each calendar bar associated with a project phase, the calendar bar automatically displayed in an order associated with an order associated with the project phases, and wherein, in response to adding a new project phase, deleting an existing project phase or moving an existing project phase such that the new project phase has a time period that overlaps the time period of the project phase, or the existing project phase has a time period that previously but no longer overlaps the time period of the project phase, changing an appearance feature of the display elements associated with the new, deleted or moved project phase.