How to manage an investment plan
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I am currently designing a software module for investment plan management. Key users have reported inconsistencies between investment plans, project progress, and capital expenditures, and they want to use software to identify the causes of these issues in an intuitive manner. Friends, do you have any good ideas and suggestions regarding business and software design? Thank you
This post was last edited by liong on 2011-12-23 08:52. Investment plans should be divided into different projects, with each major project further broken down into several smaller projects. Then, plan management is carried out for the different small projects (sub-projects). Important clarifications: plan, budget, actual expenses, time, completion status, responsible person. The main table of the database should clearly define: major projects, their sub-projects, etc., which can exist as records. The fields should include: sequence number, project name, investment budget, amount spent, amount remaining, budget update, person in charge, planned completion date, progress status (such as 60%), etc. Then the other schedules should include: a table for each item, containing the various sub-items. The table for each sub-project includes the name of the sub-project, the person in charge of it, the budget allocated to the sub-project, the contract value, the payment progress (with payments made in different installments), the status of contract signing, and the completion percentage (e.g., 40%). Additionally, if you want to show the progress of projects, you can refer to Gantt charts in MS Project, and consider integrating a Gantt-chart format into your management system. This is just my personal opinion, for your reference.