Introduction: It is very important for an engineering project to learn the overall management and control of the project. Next, I will bring you a model essay of Master of Engineering Management. Welcome to read!
Abstract: There are many investment projects in Shengli Oilfield, and using ERP system to control investment has become an important means for investment management departments. By deepening the application of ERP system and strengthening the investment control of engineering projects, this paper has achieved remarkable results and can provide reference for similar enterprises.
Keywords: ERP；; Engineering project; Investment management
First, the ERP system to control the way of project investment
According to its life cycle, Shengli Oilfield project can be generally divided into project decision-making stage, design stage, implementation stage, debugging and evaluation stage. The project management module of ERP system controls investment from the design stage to the end of the debugging and evaluation stage, and its control methods mainly include:
(A) set a unique project code to achieve unified management and control of the project.
The investment project management module of the ERP system in Shengli Oilfield codes each project investment, which is set by the system according to the unified coding rules of the oilfield and automatically generated by the system. The code has the project attributes, the project start year and the project serial number of this year, which is unique, unrepeatable and unmodifiable. On this basis, the Oilfield Investment Management Department and the ERP Support Center jointly developed a budget release and control interface that integrates all engineering classifications and projects, and uniformly displays all implemented projects this year. Oilfield Investment Management Department comprehensively balances the project benefits, implementation progress and annual total investment, and completes the budget release and investment progress control of each project investment. After the budget is released, the system automatically locks the budget to ensure the unified control of all projects.
(two) the implementation of standardized templates to ensure that the project investment is controlled within the sub-project.
According to the characteristics of oil and gas field projects, ERP system decomposes projects into different levels of more manageable units, namely WBS level, which is generally divided into four levels: the project is the first level; It is divided into three secondary levels: drilling engineering, oil production engineering and surface engineering. The second level is divided into three levels and the third level is divided into four levels. For example, oil production engineering is divided into three levels of single well, and then subdivided into four levels: downhole operation service, perforation service and material supply of sucker rod pump. Each WBS level has a unified serial number, which is convenient for budget allocation and summary. Each WBS level can be regarded as a subproject. In the design stage, the investment management department will determine, control and lock the budget of each WBS level. In the implementation stage, the actual input will be entered into the system, compared with the control input at the same level in real time, and the functions of early warning (generally reaching 80% of the control input) and alarm (generally reaching 100% of the control input) will be set, which cannot be exceeded in principle.
(3) Strict authority management, strengthening multiple checks on the project budget.
Through the standard' process design, from project initiation to project settlement, a number of subdivision control points are divided, and each control point is set with strict system authority management, which can be summarized as "four major controls". First, vertical budget control, project budget control between oilfield investment management department and subordinate unit investment management department. Second, horizontal audit control. All departments of subordinate units in the oilfield set up audit points at the stages of project establishment, WBS hierarchical decomposition, sub-item budget release, completion settlement and project closing. All operations at the audit point must be approved, and the next operation is not allowed without approval. Third, investment plan control is mainly reflected in external system audit. For example, an engineering service contract is examined and approved by the contract management department in the contract management system, and its signing amount shall not exceed the budget examined and approved by the investment management department in the ERP system (the ERP system controls the contract management system through the interface). The progress payment of each contract must also be reviewed and confirmed by the investment management department according to the terms stipulated in the contract. Fourthly, the control of settlement process mainly refers to the financial personnel's requirement that all the settlements must be summarized at the corresponding WBS level when the project is settled, and the total amount cannot exceed the design budget of WBS. When the settlement quantity exceeds the budget, the system will give an alarm, and relevant budget adjustment approval procedures need to be performed.
(d) Develop real-time query function to facilitate the query, audit and supervision of personnel in different positions.
After more than ten years of continuous deepening application, ERP system in Shengli Oilfield has developed a series of perfect report systems and their query interfaces. One is to query the budget, settlement, fund transfer, image progress and other data of a single project through the project code, so as to know the operation of the project in real time. Second, through the penetrating query between projects and units, you can query the designated project classification, budget and settlement of all projects in administrative units. , to facilitate the query needs of different business people. Thirdly, the characteristic query and analysis interface of Shengli Oilfield is customized, which integrates all business data of various stages of engineering investment projects, and can be used for year-on-year query and year-on-year analysis according to the classification of year, unit, specialty and post, and project decision-making level. , which improves the efficiency of statistical analysis, and turns the multidimensional statistical work that originally needed 1 day into real-time query analysis. Fourth, more than ten sets of reports have been customized for the work needs of different departments such as contracts, engineering, materials, finance and auditing. These reports not only provide quick data query, summary and analysis for relevant personnel, but also provide mutual data verification and supervision functions, further improving the accuracy of system data.
Second, the ERP system investment control effect analysis
ERP system, as an information system for investment management departments to fully control oilfield investment, has gradually integrated relevant investment management systems into it in the process of deepening application, and played an important role in standardizing project operation, controlling project investment and improving project operation efficiency. , which is mainly reflected in:
(a) comprehensive control of oilfield investment, put an end to non-standard projects.
All engineering projects must be issued by the oilfield investment management department first, and the investment management department of the subordinate unit creates projects in the ERP system, and then the oilfield investment management department issues the project budget. Non-standard projects will not be approved in the ERP system. Therefore, the investment management department has realized the real-time and effective control of the total investment of the oilfield, and the function of optimizing and adjusting the investment according to the benefit situation is smoother. In recent years, the effective utilization rate of investment in Shengli Oilfield has been above 98%.
(2) The project investment has been effectively controlled and the project benefit has been further improved.
Through strict control of project budget and WBS-level budget, as well as the early warning and alarm function of settlement amount, ERP system forces the project implementation department to continuously optimize the project plan and further strengthen the concept of investment optimization control. In recent years, the investment balance rate of oilfield engineering projects is around 5%, and the investment benefit of oilfield has been improved.
(3) Real-time display of system data to improve operation efficiency.
Through the development of a series of reports, all the operation data of the project can be displayed in real time, whether it is the image progress of the project, the operation of engineering materials and the settlement, which can be easily queried and enjoyed in real time, and can be compared and analyzed between different projects and different units, which promotes the work efficiency of the project implementation department and further improves the timeliness of investment. In a word, through the continuous and in-depth application of the investment project management module of ERP system, Shengli Oilfield has strengthened the investment control of engineering projects, improved the management level of investment projects, reduced investment risks and significantly improved investment benefits.
References:
[1] Lu. The function of PS module of ERP system in investment management of oilfield enterprises [J]. China Electronic Commerce, 20 13(8).
[2] Coach Benny. Deepening application of ERP in investment planning management of Shengli Oilfield [J]. Journal of Party School of Shengli Oilfield, 20 13(7).
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