CN113159726B - Science and technology project management and control system - Google Patents

Science and technology project management and control system Download PDF

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CN113159726B
CN113159726B CN202110484621.1A CN202110484621A CN113159726B CN 113159726 B CN113159726 B CN 113159726B CN 202110484621 A CN202110484621 A CN 202110484621A CN 113159726 B CN113159726 B CN 113159726B
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information
expense
module
acquiring
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CN113159726A (en
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唐倩
刘大成
张光来
周东平
陈朝鲜
蒋小名
谢飞
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CHONGQING ENERGY INVESTMENT GROUP TECHNOLOGY CO LTD
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    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
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Abstract

The invention relates to the technical field of data processing and management, in particular to a science and technology project management and control system, which comprises a expense management module and a expense detail management module, wherein the expense management module is used for acquiring project budget information and generating project expense information according to the project budget information; the expense list management module is preset with an expense mapping table and is used for periodically importing a financial list and updating project expense information according to the expense mapping table and the financial list; the expense list management module is used for mapping the financial list to project expense information according to the expense mapping table when the financial list is imported, counting project expense information before and after mapping, and updating the project expense information according to the counting result. By adopting the scheme, the cost generated in the science and technology project can be effectively managed, and the labor cost required by cost management is reduced.

Description

Science and technology project management and control system
Technical Field
The invention relates to the technical field of data processing and management, in particular to a science and technology project management and control system.
Background
The technological project is mainly concentrated in research and development departments or institutions of enterprises or governments, the traditional technological project adopts a paper document mode, a project responsible person submits an application for examination, the project is developed after the examination is passed, and finally the research result is used as a project ending mark. With the development and application of computer technology, network technology and communication technology, informatization management is becoming a mainstream management mode for each enterprise, and also management of scientific and technological projects is at an informatization stage.
The informationized management of the existing technical projects mainly focuses on project standing approval and project data management, and more project progress management is performed in the project development stage, but there is no effective management measure for the cost generated in the project development stage, and particularly when a plurality of technical projects are managed, a great deal of labor cost and time cost are consumed to classify and manage the cost related to each technical project.
Disclosure of Invention
The invention aims to provide a science and technology project management and control system which can effectively manage expenses generated in science and technology projects and reduce labor cost required by expense management.
The invention provides the following basic scheme:
the scientific and technological project management and control system comprises a expense management module and a expense detail management module,
The expense management module is used for acquiring project budget information and generating project expense information according to the project budget information;
The expense list management module is preset with an expense mapping table and is used for periodically importing a financial list and updating project expense information according to the expense mapping table and the financial list.
The basic scheme has the beneficial effects that: the project cost information includes various cost details of the scientific project, such as wages, material fees. The setting of project expense information is convenient for the science and technology project responsible person to know the current expense service condition, is convenient for control the project expense, and realizes effective management of the expense generated in the science and technology project.
The cost mapping table records the mapping relation between the financial statement and the project cost information, and maps each cost of each technological project recorded in the financial statement into the project cost information according to the cost mapping table, so that the cost of each technological project is classified and managed. By adopting the mapping mode, the labor cost and the time cost required by the expense management are effectively reduced, the data errors caused by manual checking or filling are avoided, and the accuracy of the data is improved.
By adopting the scheme, the effective management of the cost generated in the science and technology project is realized through project cost information, the financial statement is mapped through the cost mapping table, the cost statistics process of the science and technology project is simplified, the labor cost and the time cost are greatly reduced under the condition that the number of the science and technology projects is large, and the working efficiency and the accuracy are improved.
Further, the expense list management module is used for mapping the financial list to project expense information according to the expense mapping table when the financial list is imported, counting project expense information before and after mapping, and updating the project expense information according to the counting result.
The beneficial effects are that: the fees before and after the mapping are respectively statistical fees and the fees which are not counted, for example, the fees before the mapping are the sum of the fees before the current month and the fees after the mapping are the fees before the current month, so that the fees before and after the mapping are summed, all the fees which are generated at present for the science and technology project are counted, and the management of the expenses of the science and technology project is facilitated.
Further, the method further comprises the following steps:
The reimbursement application module is used for acquiring expense reimbursement information when acquiring reimbursement application; the bill attachment is also used for acquiring the bill attachment after acquiring the expense reimbursement information;
And the storage module is used for storing the expense reimbursement information and the bill accessories.
The beneficial effects are that: the expense reimbursement information is various expense of the science and technology project, the expense reimbursement application module is arranged, the expense related to the science and technology project is recorded, and bill accessories of the expense are reserved, so that the expense is convenient to manage and verify.
Further, the method further comprises the following steps:
the account entering module of the expense is used for obtaining account entering information of the expense when obtaining an account entering request;
the expense management module is also used for generating an item expense overview according to the item expense information, the expense reimbursement information and the expense account information;
and the month management module is used for generating a month fund table according to the project expense overview, acquiring the information which is not charged, and updating the month fund table according to the information which is not charged.
The beneficial effects are that: the account deposit information is money dialing or money receiving information of the technical project, a project expense overview is generated according to the project expense information, the expense reimbursement information and the account deposit information, and the use condition, the account receiving condition and the expense balance of the current expense of the technical project are obtained through the project expense overview, so that the project expense can be controlled conveniently. The setting of the monthly tariff table counts the costs related to the science and technology project in stages, so that a project responsible person and an enterprise manager can know the short-term cost condition of the science and technology project conveniently, and the effective management and control of the science and technology project can be realized.
Further, the method further comprises the following steps:
The project standing module is used for acquiring a project task book;
the progress recording module is used for acquiring project implementation information, calling a project task book from the storage module and updating the project implementation information according to the project task book; the method is also used for acquiring the implementation progress and updating project implementation information according to the implementation progress; and the method is also used for generating the project completion degree according to the project implementation information after updating the project implementation information according to the implementation progress.
The beneficial effects are that: and in the project development stage, a verbal communication mode is still adopted between project members and project responsible persons, so that the overall progress of the project is monitored. However, since the technical project involves multiple tasks, there may be a correlation between different tasks, for example, a part of tasks needs to be performed on the basis of another task, and a part of tasks may be performed simultaneously, so that the project responsible person is too informed of the progress of the project in a verbal communication manner, and is difficult to reasonably adjust in terms management and control, when a task needs to be performed, the basic task is not completed, which results in incapability of performing the task, influences the acceptance progress of the project, and leads to delay of the technical project.
The project task book is information uploaded by a project responsible person when the project responsible person applies for the standing term or after the approval of the standing term application. The tasks in the project can be arranged in advance through the project task book, for example, the sequence of the tasks is managed through time requirements.
And setting a progress recording module, namely updating project implementation information according to a project task book, wherein the project implementation information records task conditions and progress conditions of each task, such as task names, task descriptions, planning periods, actual periods, task completion degrees and the like. Project implementation information is automatically generated through the project task book, project implementation information is not required to be produced by a project responsible person or a system manager, and development cost is reduced. And updating project implementation information according to the implementation progress, wherein the implementation progress is the progress condition of the task responsible for the project uploaded by the project members, and the updated project implementation information is used for directly feeding back the progress condition of each task of the current project, so that the project is convenient to check, and meanwhile, each task of the project is convenient to reasonably adjust, and the overall progress of the project is ensured. When the project implementation information is updated according to the implementation progress, the project completion degree is automatically generated, the overall progress of the current technological project is conveniently known through the project completion degree, and the progress management and control of the technological project are facilitated.
Further, the method further comprises the following steps:
the dispatching module is used for acquiring dispatching information, wherein the dispatching information comprises dispatching items, dispatching personnel, dispatching time and dispatching tasks corresponding to the dispatching personnel;
the display module is used for screening and displaying corresponding dispatching information according to the scientific and technological project responsible by the project responsible person when the dispatching checking signal of the project responsible person is obtained; and the method is also used for screening and displaying the corresponding dispatching information according to the identity information of the project member when the dispatching checking signal of the project member is acquired.
The beneficial effects are that: setting a dispatching module, namely acquiring dispatching information, knowing the dispatching conditions of all personnel through the dispatching information, including dispatching projects, dispatching time and the like, wherein the personnel responsible for the projects can acquire project members in all stages of the projects and corresponding dispatching time through the dispatching information, so that the personnel conditions of the projects can be mastered conveniently, and the project progress can be controlled; secondly, the project members can timely learn the personal dispatching conditions, and the project members can conveniently control personal work.
Further, the progress recording module is further used for generating the task completion degree according to the progress information after the progress information is updated according to the implementation progress.
The beneficial effects are that: the task completion degree is set, so that a project responsible person can check the task progress of each task of the project conveniently, and therefore each task can be managed and controlled reasonably and accurately, and the overall progress of the science and technology project is guaranteed.
Further, the progress recording module is also used for updating the progress information according to the task completion degree; and the system is also used for generating project completion according to the progress information after updating the progress information according to the task completion.
The beneficial effects are that: and updating the progress information according to the task completion degree, and enabling a project responsible person to check the completion degree of each task at the same time when checking the progress of each task, so that the completion condition of each task can be conveniently known.
Further, the method further comprises the following steps:
The contract information acquisition module is used for inputting execution contract information, wherein the execution contract information comprises a contract number, a contract name, a contract amount, a contract project, a contract effective date, a contract expiration date and an execution schedule.
The beneficial effects are that: the execution contract information is a relevant contract of the science and technology project in the required resource, the execution contract information is recorded, the current contract execution condition is convenient to know, and meanwhile, the execution contract information is reserved, so that the unified management of the science and technology project resource is convenient.
Further, the method further comprises the following steps:
the project conference module is used for acquiring project implementation conference information, wherein the project implementation conference information comprises participants; and the method is also used for sending a meeting notification to the participants when the project implementation meeting information is acquired.
The beneficial effects are that: in the project development stage, problems existing in the project development stage are discussed in a manner of organizing meetings, and smooth implementation of the scientific and technological project is guaranteed in the manner of organizing the discussions. Meanwhile, when meeting information of project implementation is acquired, corresponding meeting participants are notified automatically, notification release is not required to be carried out independently, and working cost is reduced.
Drawings
FIG. 1 is a logic block diagram of a first embodiment of a system for managing and controlling scientific and technological projects.
Detailed Description
The following is a further detailed description of the embodiments:
Example 1
A scientific and technological project management and control system is shown in the accompanying drawing, and comprises an interactive terminal (not shown in the drawing), a project starting module, a project standing module, a contract information acquisition module, a project changing module, a project checking module, a progress recording module, a dispatching module, a project meeting module, a expense management module, an reimbursement application module, an expense accounting module, an expense detail management module, a month management module, a storage module and a display module.
The interactive terminal is an intelligent device, such as a computer or a mobile phone, for use by members of the project and persons responsible for the project.
The project starting module is used for generating project starting information when acquiring project starting signals, and calling project declaration books from the storage module to update the project starting information; the project planning information comprises a project month plan and a target, a project main researcher, a project month plan and a project month progress plan and a target of the technological project, wherein the project month plan and the target are set, the project progress plan and the target are updated according to actual conditions, and the project main researcher comprises project responsible persons and main project participators related to the technological project and tasks born by each person in the technological project. The project starting module is also used for acquiring a starting accessory which is a standing file of the technological project. In other embodiments, the project initiation module is further configured to obtain a reply file, and update the project initiation information according to the reply file.
The project setting module is used for acquiring project task books and project budget books, wherein the project task books comprise task basic information, project tasks and targets, project implementation places and scales, scheduling arrangement, project expense budgets, project main researchers and task book attachments, and the task book attachments are related attachments related to the technological project, such as related notices, task books, meeting descriptions and the like. The project budget book includes budget basic information, budget summary tables, expenditure budget summary tables, budget instructions and accessory materials. The storage module is also used for storing project task books and project budget books in an associated mode, and the display module is also used for displaying the project task books when acquiring task book viewing signals; and the device is also used for displaying the project budget book when acquiring the budget book viewing signal.
The expense management module is used for acquiring project budget information, generating project expense information according to the project budget information, wherein the project expense information comprises financial subjects corresponding to the science and technology project and fees corresponding to the financial subjects. The storage module is also used for storing project expense information.
The contract information acquisition module is used for inputting execution contract information, wherein the execution contract information comprises a contract number, a contract name, a contract amount, a contract project, a contract effective date, a contract expiration date and an execution schedule. The display module is also used for displaying the execution contract information.
The project changing module is used for acquiring project changing information when acquiring a project changing application, wherein the project changing information comprises a project name, a project number, a responsible department, a responsible person, application changing content, reasons and changing comments of a technological project to be changed. The storage module is also used for storing project change information.
The project inspection module is also used for acquiring the intermediate inspection information, and the storage module is also used for storing the intermediate inspection information. The medium term checking information is information fed back after checking the project condition by the project source unit.
The progress recording module is used for acquiring project implementation information, wherein the project implementation information comprises a scientific project name, a project number, a plan starting date, a plan ending date, an actual starting date, an actual ending date, a project responsible person, a bearing department, participators, a project completion percentage, and task names, task descriptions, a plan period, an actual period, a task progress and a task completion degree of each task in the project. The item implementation information at this time is similar to a blank table.
The progress recording module is also used for calling project task books from the storage module and updating project implementation information according to the project task books; the technical project name, project number, planning start date, planning end date, project responsible person, undertaking department, participators, task name, task description and planning period are extracted from project task book, project completion percentage and task completion degree initial state are zero, actual start date is the date of receiving project start signal, and actual end date, planning period and task progress are blank.
In the project development stage, project members or project responsible persons upload the conditions of each task at regular time, and the interactive terminal is further used for acquiring an implementation progress, uploading the implementation progress to a progress recording module, wherein the implementation progress comprises a task name and a current progress.
The progress recording module is also used for receiving the implementation progress and updating project implementation information according to the implementation progress. Specifically, the corresponding task is screened according to the task name, and the task progress of the corresponding task is updated according to the current progress.
The progress recording module is also used for generating the task completion degree according to the project implementation information after updating the project implementation information according to the implementation progress. Specifically, the task completion degree is generated according to the task progress and the preset task stage, for example, the task includes three stages, the task progress is the completion of the second stage, and the task completion degree is 2/3×100% =66.7%. The progress recording module is also used for updating project implementation information according to the task completion degree, and specifically, updating the task completion degree of the corresponding task in the project implementation information according to the task completion degree calculated by the progress recording module.
The progress recording module is also used for generating the project completion degree according to the project implementation information after updating the project implementation information according to the task completion degree. Specifically, the task completion degree of each task in the project is generated according to the task completion degree of each task, for example, the task number of the technical project is N, the task completion degree of each task is Y 1、Y2……Yn, and the project completion degree isThe progress recording module is also used for updating project implementation information according to the project completion degree, and specifically, updating the project completion degree of the technological project in the project implementation information according to the project completion degree calculated by the progress recording module.
The dispatch module is used for acquiring dispatch information, the dispatch information comprises dispatch items, dispatch personnel, dispatch time and dispatch tasks corresponding to the dispatch personnel, and the storage module is also used for storing the dispatch information. The display module is used for screening corresponding dispatching information from the storage module according to the technological project responsible by the project responsible person to display when the dispatching checking signal of the project responsible person is obtained; and when the dispatch checking signal of the project member is obtained, the dispatch checking signal is screened from the storage module according to the identity information of the project member and is displayed as the dispatch information of the dispatch worker.
The project conference module is used for acquiring project implementation conference information, wherein the project implementation conference information comprises review projects, conference time, participants and conference contents; and the method is also used for sending a meeting notification to the participants when the project implementation meeting information is acquired.
The reimbursement application module is used for acquiring expense reimbursement information when acquiring reimbursement application, wherein the expense reimbursement information comprises application date, bill type, reimbursement department, expenditure item and amount. The expense item is the technological item to which the expense belongs. The reimbursement application module is also used for acquiring the bill accessory after acquiring the expense reimbursement information, wherein the bill accessory is a bill scanning piece corresponding to the expense reimbursement information. The storage module is also used for storing the expense reimbursement information and the bill accessories.
The account entering module is used for acquiring account entering information when acquiring an account entering request, wherein the account entering information comprises scientific research projects, account sources, source units and account entering amount. The storage module is also used for storing the expense account information.
The expense list management module is used for periodically importing a financial list, and the financial list is used for recording each expense according to the project and the financial subjects. The cost detail management module is used for mapping the financial detail list to project cost information according to the cost mapping list when the cost detail management module is used for importing the financial detail list, specifically, matching projects and science and technology projects when the cost detail list is mapped, and mapping the cost of the financial subjects corresponding to the projects to the cost of the financial subjects of the project cost information. The financial list is mapped through the cost mapping table, so that the cost statistics process of the science and technology projects is simplified, the labor cost is greatly reduced under the condition that the number of the science and technology projects is large, and the working efficiency and the accuracy are improved.
The expense list management module is also used for acquiring the expense of the financial subjects of the project expense information before and after mapping when the financial list is mapped to the project expense information according to the expense mapping table, counting, and updating the expense of the financial subjects of the project expense information according to the counting result. The fees before and after the mapping are respectively statistical fees and the fees which are not counted, for example, the fees before the mapping are the sum of the fees before the current month and the fees after the mapping are the fees before the current month, so that the fees before and after the mapping are summed, all the fees which are generated at present for the science and technology project are counted, and the management of the expenses of the science and technology project is facilitated.
The expense management module is also used for generating an item expense overview according to the item expense information, the expense reimbursement information and the expense account information, and the storage module is also used for storing the item expense overview. The use condition, the account-arriving condition and the expense balance of the current expense of the science and technology project are known through the project expense overview, so that the project expense can be controlled conveniently.
In order to effectively manage and control the scientific and technological projects, statistics and summary are generally performed regularly, in this embodiment, the last day of each month is taken as a statistics and summary date, and in other embodiments, statistics and summary are performed on actual start-up dates and on regular thirty days.
Therefore, when the current date reaches the summary date, the month management module is used for generating a month management table according to the project task book, wherein the month management table comprises project basic information recorded in the project task book, such as project names, project responsible persons, participators and the like, and the month management module is also used for acquiring project progress, updating the month management table by a next working plan and calling the project expense overview and updating the month management table. The month management module is also used for generating a month fund table according to the project expense overview, acquiring the information that the non-billing occurs, and updating the month fund table according to the information that the non-billing occurs. The storage module is also used for storing a month management table and a month fund table.
Example two
The present embodiment is different from the first embodiment in that:
The scientific and technological project management and control system further comprises a data acquisition module, a project matching module, a project recommending module and a dispatching recommending module.
The storage module is also used for calling the project declaration book to extract declaration conditions, the project task book and the dispatching information as historical information to store when acquiring the project starting signal, namely, the declaration conditions, the project task book and the dispatching information of each technological project are stored to be used as the reservation file data.
The data acquisition module is used for calling an item declaration book of the current item when acquiring an item starting signal of the current item, and extracting declaration conditions according to the item declaration book; and the project task book is also used for acquiring the project task book of the current project. The declaration condition is the enterprise qualification or declaration direction required by the science and technology project, the declaration condition comprises a direction condition and a qualification condition, the direction condition is the main supporting direction of the science and technology project, and the qualification condition is the enterprise qualification required by the science and technology project.
The project matching module is used for comparing the project task book with the reporting conditions in the historical information and the project task book one by one according to the reporting conditions of the current project, and generating the project similarity of the current project and the historical project.
The project recommendation module is preset with a similarity threshold, and when the project similarity is larger than the similarity threshold, dispatching information in the corresponding historical information is obtained.
The dispatch recommendation module is used for extracting dispatch personnel according to dispatch information and pushing the dispatch personnel to the project responsible personnel of the current project.
By adopting the scheme, when a person in charge of the project selects the worker, personnel recommendation is carried out, a history project with higher similarity is obtained through matching of the similarity of the project, the worker recommendation of the current project is carried out through the dispatching information of the history project, more targeted personnel recommendation is realized, and smooth completion of the technological project is promoted.
The foregoing is merely an embodiment of the present application, and a specific structure and characteristics of common knowledge in the art, which are well known in the scheme, are not described herein, so that a person of ordinary skill in the art knows all the prior art in the application date or before the priority date, can know all the prior art in the field, and has the capability of applying the conventional experimental means before the date, and a person of ordinary skill in the art can complete and implement the present embodiment in combination with his own capability in the light of the present application, and some typical known structures or known methods should not be an obstacle for a person of ordinary skill in the art to implement the present application. It should be noted that modifications and improvements can be made by those skilled in the art without departing from the structure of the present application, and these should also be considered as the scope of the present application, which does not affect the effect of the implementation of the present application and the utility of the patent. The protection scope of the present application is subject to the content of the claims, and the description of the specific embodiments and the like in the specification can be used for explaining the content of the claims.

Claims (8)

1. Technological project management and control system, its characterized in that: the system comprises a expense management module, an expense detail management module, a reimbursement application module and a storage module;
The expense management module is used for acquiring project budget information and generating project expense information according to the project budget information;
The cost detail management module is used for regularly importing a financial detail table, updating project cost information according to the cost mapping table and the financial detail table, mapping the financial detail table to the project cost information according to the cost mapping table when importing the financial detail table, counting project cost information before and after mapping, and updating the project cost information according to a counting result;
The reimbursement application module is used for acquiring expense reimbursement information when acquiring reimbursement application; the bill attachment is also used for acquiring the bill attachment after acquiring the expense reimbursement information;
The storage module is used for storing the expense reimbursement information and the bill accessories;
the system also comprises a data acquisition module, an item matching module, an item recommending module and a dispatch recommending module;
the storage module is also used for calling the project declaration book to extract declaration conditions, the project task book and dispatching information as history information to store when acquiring the project starting signal;
The data acquisition module is used for calling an item declaration book of the current item when acquiring an item starting signal of the current item, and extracting declaration conditions according to the item declaration book; the project task book is also used for acquiring the project task book of the current project;
The project matching module is used for comparing the project task book with the reporting conditions in the historical information and the project task book one by one according to the reporting conditions of the current project, and generating the project similarity of the current project and the historical project;
the project recommendation module is preset with a similarity threshold, and when the project similarity is larger than the similarity threshold, dispatching information in corresponding historical information is obtained;
the dispatch recommendation module is used for extracting dispatch personnel according to dispatch information and pushing the dispatch personnel to the project responsible personnel of the current project.
2. The scientific and technological project management and control system according to claim 1, wherein: further comprises:
the account entering module of the expense is used for obtaining account entering information of the expense when obtaining an account entering request;
the expense management module is also used for generating an item expense overview according to the item expense information, the expense reimbursement information and the expense account information;
and the month management module is used for generating a month fund table according to the project expense overview, acquiring the information which is not charged, and updating the month fund table according to the information which is not charged.
3. The scientific and technological project management and control system according to claim 1, wherein: further comprises:
The project standing module is used for acquiring a project task book;
the progress recording module is used for acquiring project implementation information, calling a project task book from the storage module and updating the project implementation information according to the project task book; the method is also used for acquiring the implementation progress and updating project implementation information according to the implementation progress; and the method is also used for generating the project completion degree according to the project implementation information after updating the project implementation information according to the implementation progress.
4. A scientific and technological project management and control system according to claim 3, wherein: further comprises:
the dispatching module is used for acquiring dispatching information, wherein the dispatching information comprises dispatching items, dispatching personnel, dispatching time and dispatching tasks corresponding to the dispatching personnel;
the display module is used for screening and displaying corresponding dispatching information according to the scientific and technological project responsible by the project responsible person when the dispatching checking signal of the project responsible person is obtained; and the method is also used for screening and displaying the corresponding dispatching information according to the identity information of the project member when the dispatching checking signal of the project member is acquired.
5. A scientific and technological project management and control system according to claim 3, wherein: the progress recording module is also used for generating the task completion degree according to the progress information after the progress information is updated according to the implementation progress.
6. The scientific and technological project management and control system according to claim 5, wherein: the progress recording module is also used for updating the progress information according to the task completion degree; and the system is also used for generating project completion according to the progress information after updating the progress information according to the task completion.
7. The scientific and technological project management and control system according to claim 1, wherein: further comprises:
The contract information acquisition module is used for inputting execution contract information, wherein the execution contract information comprises a contract number, a contract name, a contract amount, a contract project, a contract effective date, a contract expiration date and an execution schedule.
8. The scientific and technological project management and control system according to claim 1, wherein: further comprises:
the project conference module is used for acquiring project implementation conference information, wherein the project implementation conference information comprises participants; and the method is also used for sending a meeting notification to the participants when the project implementation meeting information is acquired.
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