Flexible work breakdown structure

Patent metadata

Field	Value
Publication number	US-12169801-B2
Application number	US-202318336613-A
Country	US
Kind code	B2
Filing date	Jun 16, 2023
Priority date	Apr 25, 2019
Publication date	Dec 17, 2024
Grant date	Dec 17, 2024

Abstract

Improved software technology and techniques for enabling creation and management of a customized work breakdown structure (“WBS”) for a specific project may comprise various phases. For instance, a first phase may involve defining an organization-level WBS comprising a first set of customized, multi-dimensional WBS codes that serve as a starting point for the WBS codes to use for projects being handled by the organization, a second phase may involve defining a project-level WBS comprising a second set of customized, multi-dimensional WBS codes to use for a particular project being handled by the organization, and a third phase may involve using the defined project-level WBS to manage certain aspects of the particular project. Further, access to customize WBS variables may be regulated based on user access permissions information indicated by an organization and/or project-level WBS.

First claim

The invention claimed is:

1. A computing device comprising:
at least one processor;
a user interface;
at least one non-transitory computer-readable medium; and
program instructions stored on the at least one non-transitory computer-readable medium that are executable by the at least one processor such that the computing device is configured to:
receive, via the user interface, user input indicating a request for a first user to create, for a construction project, a new Work Breakdown Structure (“WBS”) template to break down work for the construction project, wherein the new WBS template comprises two or more WBS segments arranged in a customized sequence and corresponding WBS values for each WBS segment;
based on data defining a master WBS template that indicates access permissions for users requesting to create new WBS templates based on the master WBS template, determine that the first user is authorized to create the new WBS template for the construction project using a set of WBS segments, wherein the access permissions indicate that the first user is (i) authorized to customize only a given subset of WBS segments, and (ii) restricted from customizing any other WBS segments in the set;
based on the determination and the master WBS template, generate an initial WBS template comprising (i) an initial sequence of concatenated WBS segments and (ii) for each WBS segment in the initial sequence, a respective initial set of possible values;
dynamically update the user interface to present a set of user interface views that enable the first user to modify the initial WBS template using only the given subset of WBS segments and thereby define the new WBS template;
receive data defining the new WBS template that indicates a respective set of access permissions for each segment included in the new WBS template, and one or more modifications to (i) the initial sequence of concatenated WBS segments in the initial WBS template or (ii) the respective initial set of possible values for a WBS segment specified in the initial sequence; and
after receiving the data defining the new WBS template, (i) cause storage of the data defining the new WBS template, (ii) automatically impose restrictions on editing of the data defining the new WBS template, and (iii) based on respective sets of access permissions indicated by the data defining the new WBS template, dynamically update user interface views that enable other users to manage the construction project using the new WBS template.

2. The computing device of claim 1 , further comprising program instructions stored on the at least one non-transitory computer-readable medium that are executable by the at least one processor such that the computing device is configured to:
receive, via the user interface, user input indicating a request for a second user to use the new WBS template to manage one or more aspects of the construction project;
determine that the second user is (i) authorized, based on the respective sets of access permissions indicated by the data defining the new WBS template, to use the new WBS template to manage the one or more aspects of the construction project but (ii) restricted, based on the respective sets of access permissions indicated by the data defining the new WBS template, from customizing any WBS segments; and
dynamically update the user interface to present a second set of user interface views that enable the second user to use the set of WBS segments in the new WBS template to manage the one or more aspects of the construction project while restricting editing of any WBS segments in the new WBS template by the second user.

3. The computing device of claim 1 , further comprising program instructions stored on the at least one non-transitory computer-readable medium that are executable by the at least one processor such that the computing device is configured to:
before receiving the request to create the new WBS template, receive a request for a third user to create the master WBS template, wherein the master WBS template is to be used as an initial template for new WBS templates;
determine that the third user is authorized to create the master WBS template;
based on determining that the third user is authorized to create the master WBS template, present a third set of user interface views that enable the third user to input the data defining the master WBS template, wherein the data defining the master WBS template comprises (i) a given sequence of two or more concatenated WBS segments, (ii) a respective, master-level set of possible segment values for each WBS segment specified in the master WBS template, and (iii) for each WBS segment specified in the master WBS template, a respective master-level set of access permissions that indicates whether or not the respective master-level set of possible segment values for a WBS segment specified in the master WBS template can be customized, and an indication of users who are authorized to customize the WBS segment specified in the master WBS template;
receive the data defining the master WBS template; and
after receiving the data defining the master WBS template, (i) cause storage of the data defining the master WBS template and (ii) automatically impose restrictions on editing of the data defining the master WBS template.

4. The computing device of claim 3 , wherein the program instructions stored on the at least one non-transitory computer-readable medium that are executable by the at least one processor such that the computing device is configured to generate the initial WBS template for the construction project comprise program instructions that are executable by the at least one processor such that the computing device is configured to:
generate the initial WBS template for the construction project based on the data defining the master WBS template.

5. The computing device of claim 3 , wherein the third user is the first user.

6. The computing device of claim 1 , wherein the program instructions stored on the at least one non-transitory computer-readable medium that are executable by the at least one processor such that the computing device is configured to generate the initial WBS template for the construction project comprise program instructions that are executable by the at least one processor such that the computing device is configured to:
identify suggestions for the new WBS template based on (i) an analysis of WBS segments used for other projects associated with the first user, (ii) an analysis of WBS segments used for other projects similar to the construction project, or (iii) a standard WBS template used for a project type associated with the construction project.

7. The computing device of claim 6 , further comprising program instructions stored on the at least one non-transitory computer-readable medium that are executable by the at least one processor such that the computing device is configured to:
present one or more recommended WBS templates based on the identified suggestions.

8. The computing device of claim 1 , wherein the program instructions stored on the at least one non-transitory computer-readable medium that are executable by the at least one processor such that the computing device is configured to generate the initial WBS template for the construction project comprise program instructions that are executable by the at least one processor such that the computing device is configured to:
enable the first user to import a WBS template; and
generate the initial WBS template based on the imported WBS template.

9. The computing device of claim 1 , wherein the two or more WBS segments comprise two or more of a project phase, a cost code, a cost type, a pay-item type, a revenue code, a b

Assignees

• Procore Tech Inc

Inventors

• Mccormick Connor
• Wells Adam
• Palm Magnus
• Le Mike
• Solum James
• Sandoval Danielle
• Field Brian

Classifications

• G06Q50/08

  Construction · CPC title

• G06Q10/06313 Primary

  Resource planning in a project environment · CPC title