CN118798129A - A plan form display method, device and medium for a plan center - Google Patents

Abstract

The present invention discloses a plan form display method, device and medium for a plan center, which belongs to the technical field of plan form display, and is used to solve the technical problem that the current plan form display method of the plan center is relatively single, cannot meet the display requirements of multiple forms, and cannot meet the business requirements of users. The method includes: collecting different types of plan basic forms in each plan project of the plan center; sorting and classifying the collected different types of plan basic forms to construct a plan system; according to the current project budget, selecting a number of corresponding plan basic forms in the plan system to form a detailed plan form; making an editable visual display of the detailed plan form; and querying the plan basic forms in the plan system through a plan query module to meet the query requirements of different business types. It provides users with an efficient, convenient and personalized plan management platform with high practicality and promotion value.

Description

A plan form display method, device and medium for a plan center

Technical Field

The present invention relates to the technical field of plan form presentation, and in particular to a plan form presentation method, device and medium for a plan center.

Background Art

With the development of enterprise informatization, various planning forms are being used more and more widely. There are usually multiple planning forms that need to be displayed in the planning center. At present, before the group company's treasurer goes online, the system usually presets a basic form. The implementation and delivery requires customized development of the planning form according to user needs, and expansion on the product preset form format to meet the different business needs of users. Before the project is actually launched, in the capital plan, the format definition of the planning form requires a lot of time and manpower to deploy to meet the actual business scenarios of users. This often requires a lot of research and form customization work, because the basic format of the basic form determines the basis for the subsequent expansion of the form.

However, the existing technology can only realize a single plan form display mode, and cannot meet the display requirements of multiple plan forms. This often requires different degrees of expansion of the basic form in the plan center, which brings inconvenience to the implementation and delivery of the plan, increases the workload of implementation, delays the time of implementation and delivery, affects the launch of the project, and cannot meet the actual business needs of customers. Finally, the expanded and modified form may not fully meet the business needs of users.

Summary of the invention

The embodiment of the present invention provides a plan form display method, device and medium of a plan center, which are used to solve the following technical problems: the current plan form display method of the plan center is relatively single, which cannot meet the display requirements of various forms and cannot meet the business needs of users.

The embodiment of the present invention adopts the following technical solutions:

On the one hand, an embodiment of the present invention provides a plan form presentation method of a plan center, the method comprising: collecting different types of plan basic forms in each plan project of the plan center;

Organize and classify the collected different types of basic planning forms to build a planning system;

According to the current project budget, a number of corresponding plan basic forms are selected in the plan system to form a detailed plan form;

Providing an editable visual display of the detailed plan form;

Through the plan query module, the plan basic form in the plan system is queried to meet the query requirements of different business types.

In a feasible implementation, different types of plan basic forms are collected in each plan project of the plan center, specifically including:

In the plan center, different types of plan basic forms accumulated by each plan project within a preset historical time period are collected, and form formats corresponding to the plan basic forms are obtained;

The different types of plan basic forms and corresponding form formats are sent to the data integration module.

In a feasible implementation, different types of collected basic plan forms are sorted and classified to construct a planning system, specifically including:

Through the data integration module, the collected basic plan forms are integrated into different types;

Each type of integrated planning basic form is preset as a form planning model for a standard product to form the planning system.

In a feasible implementation, after sorting and classifying the collected different types of plan basic forms and constructing a plan system, the method further includes:

Differentiate each plan basic form in the plan system by business type in the preset detailed plan form definition;

Based on the differentiation results, several extended modification styles corresponding to each basic plan form are determined;

Based on the style modification requirements, select the corresponding extended modification style, expand and modify the style of the corresponding basic plan form, and obtain the target plan form style.

In a feasible implementation, according to the current project budget, several corresponding plan basic forms are selected in the plan system to form detailed plan forms, specifically including:

Obtain the current project budget and input it into the budget preparation module;

Through the budget preparation module, the current project budget is analyzed in a form to determine the type and form format of the associated plan basic form;

According to the type and form format of the associated plan basic form, matching the plan basic form in the plan system is performed, and the extended modification style corresponding to the successfully matched plan basic form is obtained;

The successfully matched plan basic form, form type and extended modification style are all included in the detailed plan form.

In a feasible implementation, the budget preparation module performs form analysis on the current project budget to determine the type and form format of the associated plan basic form, specifically including:

Through the budget preparation module, the current project budget is analyzed in form to obtain the planning model and planning basic form required for the current project budget;

Associating the current project budget with the acquired planning model and planning basic form;

The form type and form format of the plan basic form associated with the current project budget are obtained in the plan system.

In a feasible implementation, the detailed plan form is displayed in an editable visual manner, specifically including:

Obtain the plan progress corresponding to each plan basic form in the detailed plan form, and display it in real time through charts;

Create an editing interface for the detailed plan form, and add add, delete, modify and check function keys in the editing interface;

Based on the modification requirements, the editing interface of the form to be modified is opened to perform the modification, so as to manage and monitor the form to be modified.

In a feasible implementation, the plan basic form in the plan system is queried through the plan query module to meet the query requirements of different business types, specifically including:

Through the plan query module, query the plan basic form in the plan system;

The format of the queried plan basic form defaults to the format in the plan model associated with the plan form.

On the other hand, an embodiment of the present invention further provides a plan form display device of a plan center, the device comprising:

at least one processor; and,

a memory communicatively connected to the at least one processor; wherein,

The memory stores instructions executable by the at least one processor to enable the at least one processor to:

Collect different types of planning basic forms in each planning project of the planning center;

Organize and classify the collected different types of basic planning forms to build a planning system;

According to the current project budget, a number of corresponding plan basic forms are selected in the plan system to form a detailed plan form;

Providing an editable visual display of the detailed plan form;

Through the plan query module, the plan basic form in the plan system is queried to meet the query requirements of different business types.

Finally, an embodiment of the present invention further provides a storage medium, which is a non-volatile computer-readable storage medium, and the non-volatile computer-readable storage medium stores at least one program, each of which includes instructions, and when the instructions are executed by a terminal, the terminal executes:

Collect different types of planning basic forms in each planning project of the planning center;

Organize and classify the collected different types of basic planning forms to build a planning system;

According to the current project budget, a number of corresponding plan basic forms are selected in the plan system to form a detailed plan form;

Providing an editable visual display of the detailed plan form;

Through the plan query module, the plan basic form in the plan system is queried to meet the query requirements of different business types.

Compared with the prior art, the plan form display method, device and medium of the plan center provided by the embodiment of the present invention have the following beneficial effects:

Before the project is actually launched, in the funding plan, the format definition of the plan form requires a lot of time and manpower to deploy to meet the actual business scenarios of users. In practice, this often requires a lot of time to be wasted, and the formats of many forms are actually almost the same. On this basis, the present invention records the form formats cumulatively, presets them into the planning model, gradually improves the planning system, reduces the work of the implementation and delivery personnel, and enables the project to be launched quickly. In the delivery deployment, the implementation can choose the form format required by the project customer. In the case where the implementation is not familiar with the customer's business scenario, various form formats can also promote the implementation to understand customer needs and make substantive suggestions to the customer. In actual use, the form can also be expanded twice, with multiple display methods, to further meet the actual business needs of users. In summary, the display method and implementation of various plan forms in the plan center of the present invention provide users with an efficient, convenient and personalized plan management platform with high practicality and promotion value.

BRIEF DESCRIPTION OF THE DRAWINGS

In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the following briefly introduces the drawings required for use in the embodiments or the prior art descriptions. Obviously, the drawings described below are only some embodiments recorded in the present invention. For ordinary technicians in this field, other drawings can be obtained based on these drawings without creative work. In the drawings:

FIG1 is a flow chart of a plan form display method of a plan center provided by an embodiment of the present invention;

FIG. 2 is a schematic diagram of the structure of a plan form display device of a plan center provided in an embodiment of the present invention.

DETAILED DESCRIPTION

In order to enable those skilled in the art to better understand the technical solutions in the present invention, the technical solutions in the embodiments of the present invention will be clearly and completely described below in conjunction with the drawings in the embodiments of the present invention. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of this specification, all other embodiments obtained by ordinary technicians in this field without creative work should fall within the scope of protection of the present invention.

An embodiment of the present invention provides a plan form display method of a plan center. As shown in FIG1 , the plan form display method of the plan center specifically includes steps S101-S105:

S101. Collect different types of planning basic forms in each planning project of the planning center.

Specifically, in the planning center, different types of plan basic forms accumulated by each planning project within a preset historical time period are collected, and the form formats corresponding to the plan basic forms are obtained.

Furthermore, different types of plan basic forms and corresponding form formats are sent to the data integration module.

As a feasible implementation method, before the treasurers of various groups and enterprises go online, the system usually presets a basic plan form, and when implementing the delivery project, it is necessary to customize the development plan form according to the needs of the user. In order to realize the display of different plan forms, the data collection module in the present invention first obtains the implementation experience of different projects in the planning center, extracts different types of basic plan forms from these implementation experience, and obtains the form formats of these basic plan forms.

S102. Sort and classify the collected different types of basic planning forms to build a planning system.

Specifically, the collected basic plan forms are integrated by type through the data integration module, and each type of integrated basic plan form is preset as a form planning model of a standard product to form a planning system.

As a feasible implementation method, the same type of plan basic forms collected in different projects are integrated, and the same type can correspond to one or more plan basic forms in different formats. After the integration is completed, each type of plan basic form is preset as a plan model in the standard product, gradually improving the plan system and forming a complete plan system.

Furthermore, each basic plan form in the plan system is distinguished by the business type in the preset detailed plan form definition, and then based on the distinction result, a number of extended modification styles corresponding to each basic plan form are determined.

Furthermore, based on the style modification requirements, a corresponding extended modification style is selected, and the style of the corresponding basic plan form is extended and modified to obtain a target plan form style.

As a feasible implementation method, different plan basic forms are distinguished by the business type in the detailed plan form definition, and a variety of different extended modification styles are designed for each distinguished plan basic form. Users can arbitrarily choose the required extended modification style when using it, so that they have more style form options in addition to the plan basic form to meet the different needs of users.

S103. According to the current project budget, select a number of corresponding basic plan forms in the plan system to form a detailed plan form.

Specifically, the current project budget is obtained and input into the budget preparation module.

Furthermore, through the budget preparation module, the current project budget is analyzed in form to determine the type and format of the basic form of the associated plan, including:

Through the budget preparation module, the current project budget is analyzed in the form to obtain the planning model and planning basic form required for the current project budget. Then the current project budget is associated with the obtained planning model and planning basic form. Then the form type and form format of the planning basic form associated with the current project budget are obtained in the planning system.

As a feasible implementation method, the budget preparation module in the present invention can analyze the planning model and planning form that need to be associated according to the current project budget, and associate them. The project budget statistics of the current project can be realized through these forms. Then, the form type and form format of these planning forms can be obtained in the planning system to prepare for the subsequent use of these forms.

Furthermore, according to the type and form format of the associated plan basic form, the plan basic form is matched in the plan system, and the extended modification style corresponding to the successfully matched plan basic form is obtained. The successfully matched plan basic form, form type and extended modification style are all included in the detailed plan form.

As a feasible implementation method, after obtaining the plan form associated with the current project budget, the corresponding extended modification style is matched in the plan system. Each plan form corresponds to several extended modification styles, and the matched extended modification styles are included in the detailed plan form. Customers can select the plan form, form type, form format and extended modification style of the form required for the current project according to the content in the detailed plan form, so as to complete the budget calculation of the current project better and more conveniently.

S104. Provide an editable visual display of the detailed plan form.

Specifically, the plan progress corresponding to each plan basic form in the detailed plan form is obtained, and displayed in real time through charts.

Furthermore, an editing interface for the detailed plan form is created, and function keys for adding, deleting, modifying, and checking are added to the editing interface. Based on the modification requirements, the editing interface of the form to be modified is opened for modification, so as to manage and monitor the form to be modified.

As a feasible implementation method, the present invention displays the progress of different planned projects in real time through visual means such as charts. An editing interface for a plan form is set. After opening the editing interface of a plan form, editing operations such as adding, deleting, modifying, and checking can be performed in plan forms of different formats, which facilitates the management and monitoring of the forms and meets different business needs of users.

S105. Through the plan query module, query the plan basic form in the plan system to meet the query requirements of different business types.

Specifically, the plan query module is used to query the plan basic form in the plan system, wherein the format of the queried plan basic form defaults to the format in the plan model associated with the plan form.

As a feasible implementation method, different plan forms can be queried through functions such as plan query. The query format defaults to displaying the format in the plan model associated with the plan form to meet users' different query requirements for the business.

In addition, the method of the present invention supports custom settings and can customize different planning management systems according to user needs, thereby enhancing flexibility and practicality.

In addition, the embodiment of the present invention further provides a plan form display device of a plan center, as shown in FIG2 , the plan form display device of the plan center specifically includes:

at least one processor; and a memory in communication with the at least one processor; wherein,

The memory stores instructions executable by at least one processor to enable the at least one processor to perform:

Collect different types of planning basic forms in each planning project of the planning center;

Organize and classify the collected different types of basic planning forms to build a planning system;

According to the current project budget, a number of corresponding plan basic forms are selected in the plan system to form a detailed plan form;

Providing an editable visual display of the detailed plan form;

Through the plan query module, the plan basic form in the plan system is queried to meet the query requirements of different business types.

Finally, an embodiment of the present invention further provides a storage medium, which is a non-volatile computer-readable storage medium, and the non-volatile computer-readable storage medium stores at least one program, each of which includes instructions, and when the instructions are executed by a terminal, the terminal executes:

Collect different types of planning basic forms in each planning project of the planning center;

Organize and classify the collected different types of basic planning forms to build a planning system;

According to the current project budget, a number of corresponding plan basic forms are selected in the plan system to form a detailed plan form;

Providing an editable visual display of the detailed plan form;

Through the plan query module, the plan basic form in the plan system is queried to meet the query requirements of different business types.

Before the project is actually launched, in the funding plan, the format definition of the plan form requires a lot of time and manpower to deploy to meet the user's actual business scenarios. In actual operation, this often requires a lot of time to be wasted. And the formats of many forms used in the intermediate process are actually almost the same. On this basis, the present invention records the form formats cumulatively, presets them into the planning model, gradually improves the planning system, reduces the work of the implementation and delivery personnel, and enables the project to be launched quickly. In the delivery deployment, the customer can choose the form format required for the project. In the case of implementation unfamiliar with the customer's business scenario, various form formats can also promote understanding of customer needs and provide substantive suggestions for customers. In actual use, the basic plan form in the planning system provided by the present invention can also be expanded secondary, and each form can be expanded into multiple presentation methods to further meet the user's personalized business needs.

In the continuous practice, the present invention continuously accumulates planning models, gradually improves the planning system, and forms a complete planning system. In the implementation and delivery work, industry-related models can be selected according to user business needs to achieve visible and available, fast delivery, and meet the actual business needs of users.

The systems, devices, modules or units described in the above embodiments may be implemented by computer chips or entities, or by products with certain functions. A typical implementation device is a computer. Specifically, the computer may be, for example, a personal computer, a laptop computer, a cellular phone, a camera phone, a smart phone, a personal digital assistant, a media player, a navigation device, an email device, a game console, a tablet computer, a wearable device, or a combination of any of these devices.

For the convenience of description, the above device is described in various units according to their functions. Of course, when implementing this specification, the functions of each unit can be implemented in the same or multiple software and/or hardware.

Those skilled in the art will appreciate that the embodiments of this specification may be provided as methods, systems, or computer program products. Therefore, the embodiments of this specification may be in the form of complete hardware embodiments, complete software embodiments, or embodiments in combination with software and hardware. Moreover, the embodiments of this specification may be in the form of a computer program product implemented in one or more computer-usable storage media (including but not limited to disk storage, CD-ROM, optical storage, etc.) that contain computer-usable program code.

This specification is described with reference to the flowchart and/or block diagram of the method, device (system), and computer program product according to the embodiment of this specification. It should be understood that each process and/or box in the flowchart and/or block diagram, as well as the combination of the process and/or box in the flowchart and/or block diagram can be implemented by computer program instructions. These computer program instructions can be provided to a processor of a general-purpose computer, a special-purpose computer, an embedded processor or other programmable data processing device to produce a machine, so that the instructions executed by the processor of the computer or other programmable data processing device produce a device for implementing the functions specified in one process or multiple processes in the flowchart and/or one box or multiple boxes in the block diagram.

These computer program instructions may also be stored in a computer-readable memory that can direct a computer or other programmable data processing device to work in a specific manner, so that the instructions stored in the computer-readable memory produce a manufactured product including an instruction device that implements the functions specified in one or more processes in the flowchart and/or one or more boxes in the block diagram.

These computer program instructions may also be loaded onto a computer or other programmable data processing device so that a series of operational steps are executed on the computer or other programmable device to produce a computer-implemented process, whereby the instructions executed on the computer or other programmable device provide steps for implementing the functions specified in one or more processes in the flowchart and/or one or more boxes in the block diagram.

In a typical configuration, a computing device includes one or more processors (CPU), input/output interfaces, network interfaces, and memory.

The memory may include non-permanent storage in a computer-readable medium, random access memory (RAM) and/or non-volatile memory in the form of read-only memory (ROM) or flash RAM. The memory is an example of a computer-readable medium.

Computer readable media include permanent and non-permanent, removable and non-removable media that can be implemented by any method or technology to store information. Information can be computer readable instructions, data structures, program modules or other data. Examples of computer storage media include, but are not limited to, phase change memory (PRAM), static random access memory (SRAM), dynamic random access memory (DRAM), other types of random access memory (RAM), read-only memory (ROM), electrically erasable programmable read-only memory (EEPROM), flash memory or other memory technology, compact disk read-only memory (CD-ROM), digital versatile disk (DVD) or other optical storage, magnetic cassettes, magnetic tape magnetic disk storage or other magnetic storage devices or any other non-transmission media that can be used to store information that can be accessed by a computing device. As defined herein, computer readable media does not include temporary computer readable media (transitory media), such as modulated data signals and carrier waves.

It should also be noted that the terms "include", "comprises" or any other variations thereof are intended to cover non-exclusive inclusion, so that a process, method, commodity or device including a series of elements includes not only those elements, but also other elements not explicitly listed, or also includes elements inherent to such process, method, commodity or device. In the absence of more restrictions, the elements defined by the sentence "comprises a ..." do not exclude the existence of other identical elements in the process, method, commodity or device including the elements.

This specification may be described in the general context of computer-executable instructions executed by a computer, such as program modules. Generally, program modules include routines, programs, objects, components, data structures, etc. that perform specific tasks or implement specific abstract data types. This specification may also be practiced in distributed computing environments where tasks are performed by remote processing devices connected through a communication network. In a distributed computing environment, program modules may be located in local and remote computer storage media, including storage devices.

Each embodiment of the present invention is described in a progressive manner, and the same or similar parts between the embodiments can be referred to each other, and each embodiment focuses on the differences from other embodiments. In particular, for the device, equipment, and non-volatile computer storage medium embodiments, since they are basically similar to the method embodiments, the description is relatively simple, and the relevant parts can be referred to the partial description of the method embodiments.

The above describes specific embodiments of the present invention. In addition, the processes depicted in the accompanying drawings do not necessarily require the specific order or sequential order shown to achieve the desired results. In some embodiments, multitasking and parallel processing are also possible or may be advantageous.

The above description is only an embodiment of the present invention and is not intended to limit the present invention. For those skilled in the art, the embodiments of the present invention may have various changes and variations. Any modification, equivalent replacement, improvement, etc. made within the spirit and principle of the embodiments of the present invention should be included in the protection scope of the present invention.

Claims (10)

1. A plan form display method of a plan center, characterized in that the method comprises: Collect different types of planning basic forms in each planning project of the planning center; Organize and classify the collected different types of basic planning forms to build a planning system; According to the current project budget, a number of corresponding plan basic forms are selected in the plan system to form a detailed plan form; Providing an editable visual display of the detailed plan form; Through the plan query module, the plan basic form in the plan system is queried to meet the query requirements of different business types. 2. A plan form display method of a plan center according to claim 1, characterized in that different types of plan basic forms are collected in each plan project of the plan center, specifically including: In the plan center, different types of plan basic forms accumulated by each plan project within a preset historical time period are collected, and form formats corresponding to the plan basic forms are obtained; The different types of plan basic forms and corresponding form formats are sent to the data integration module. 3. A plan form display method of a plan center according to claim 1, characterized in that different types of collected plan basic forms are sorted and classified to construct a plan system, specifically including: Through the data integration module, the collected basic plan forms are integrated into different types; Each type of integrated planning basic form is preset as a form planning model for a standard product to form the planning system. 4. A plan form display method for a plan center according to claim 1, characterized in that after sorting and classifying the collected different types of plan basic forms and constructing a plan system, the method further comprises: Differentiate each plan basic form in the plan system by business type in the preset detailed plan form definition; Based on the differentiation results, several extended modification styles corresponding to each basic plan form are determined; Based on the style modification requirements, select the corresponding extended modification style, expand and modify the style of the corresponding basic plan form, and obtain the target plan form style. 5. A plan form display method for a plan center according to claim 1, characterized in that, according to the current project budget, a number of corresponding plan basic forms are selected in the plan system to form a detailed plan form, specifically including: Obtain the current project budget and input it into the budget preparation module; Through the budget preparation module, the current project budget is analyzed in a form to determine the type and form format of the associated plan basic form; According to the type and form format of the associated plan basic form, matching the plan basic form in the plan system is performed, and the extended modification style corresponding to the successfully matched plan basic form is obtained; The successfully matched plan basic form, form type and extended modification style are all included in the detailed plan form. 6. A plan form display method of a plan center according to claim 5, characterized in that, through the budget preparation module, the current project budget is analyzed in a form to determine the type and form format of the associated plan basic form, specifically including: Through the budget preparation module, the current project budget is analyzed in form to obtain the planning model and planning basic form required for the current project budget; Associating the current project budget with the acquired planning model and planning basic form; The form type and form format of the plan basic form associated with the current project budget are obtained in the plan system. 7. A plan form display method for a plan center according to claim 1, characterized in that the detailed plan form is displayed in an editable visual manner, specifically comprising: Obtain the plan progress corresponding to each plan basic form in the detailed plan form, and display it in real time through charts; Create an editing interface for the detailed plan form, and add add, delete, modify and check function keys in the editing interface; Based on the modification requirements, the editing interface of the form to be modified is opened to perform the modification, so as to manage and monitor the form to be modified. 8. A plan form display method of a plan center according to claim 1, characterized in that the plan basic form in the plan system is queried through a plan query module to meet the query requirements of different business types, specifically including: Through the plan query module, query the plan basic form in the plan system; The format of the queried plan basic form defaults to the format in the plan model associated with the plan form. 9. A plan form display device for a plan center, characterized in that the device comprises: at least one processor; and, a memory communicatively connected to the at least one processor; wherein, The memory stores instructions that can be executed by the at least one processor, so that the at least one processor can execute the plan form presentation method of a plan center according to any one of claims 1-8. 10. A storage medium, characterized in that the storage medium is a non-volatile computer-readable storage medium, and the non-volatile computer-readable storage medium stores at least one program, each of which includes instructions, and when the instructions are executed by a terminal, the terminal executes a plan form presentation method of a plan center according to any one of claims 1-8.