"Methods, Techniques, and Instruments" of Accounting for Scientific Research Projects (1)

Law

Current Situation and Trend of Scientific Research Project Management

From 2014 when the State Council issued Document No. 11 "Several Opinions on Improving and Strengthening the Management of Central Financial Scientific Research Projects and Funds" to in 2021 the State Council issued Document No. 32 "Several Opinions on Reforming and Improving the Management of Central Financial Scientific Research Funds". During the past year, the central government, local governments and relevant scientific research associations have published no less than a hundred articles on the management of scientific research projects. This is enough to show that from the state to all kinds of social entities engaged in scientific research, the management of scientific research projects is placed in a pivotal position! In addition, in the face of today's turbulent international environment, the Western blockade of China's key technologies and the objective situation of "stuck necks" also require the country to put the management of scientific research projects at an important national strategic level. 

In the face of the current new situation, the state has also put forward new requirements for the status quo of scientific research project management:

1. Guided by scientific research results. Transition from focusing on process management of scientific research projects to focusing on result management of scientific research projects. From the previous emphasis on the application materials, application requirements, various internal evaluations, inspections, spot checks, audits and other activities of scientific research projects to streamlining the application requirements of scientific research projects and reducing unnecessary application materials, the key nodes of major scientific research projects should be implemented " Milestone" management. Through the simplification of this process, the transformation efficiency of scientific research results can be improved. 

2. Pay attention to the whole life cycle management of scientific research funds. From the "single-track system" management that emphasizes the post-event fund management of scientific research funds to the "dual-track system" management mode that not only emphasizes the preparation of scientific research funds, the management and control of scientific research funds, but also pays attention to the expenditure and analysis of scientific research funds.

These two major changes also require social entities engaged in scientific research projects to change their methods of scientific research project management, gradually shifting from the previous transformation of scientific research results based on quantity and scale, to focusing on the refinement and management and control capabilities of scientific research project management, and the importance of scientific research project management. Quality, from the previous "winning by quantity" to "winning by quality", to improve the conversion efficiency and social benefits of scientific research projects.

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The current pain points and coping paths of scientific research project management

But in the face of the current new situation, we cannot ignore the problems of current scientific research project management:

1. Scientific research projects have a wide range of sources and a large number of bases. However, the professional talent pool for managing scientific research projects is insufficient. The offline management model is widely used, which easily leads to relatively extensive management and control of scientific research projects.

The classification of current scientific research projects can be broadly divided into two types: vertical scientific research projects (special funds provided by national ministries and commissions) and horizontal scientific research projects (external commissions such as enterprises, mainly provided by entrusting enterprises for funding sources), among which the number of horizontal scientific research projects is the majority.

At present, most enterprises do not carry out online management of scientific research projects. A large number of offline operations lead to insufficient management and control, and it is impossible to quantify the output and contribution of scientific research projects.

2. It is difficult to supervise the process of scientific research projects, and the demand for refined management of scientific research projects has increased.

Long project cycle and multi-project parallelism are the main characteristics of most scientific research projects, which also lead to increased complexity and difficulties in the supervision of scientific research projects. In response to this situation, it is a good choice to establish milestone management methods for key nodes such as scientific research project review and quality management, and to improve the refined management of scientific research projects by adding forms and business processes.

3. The efficiency of cross-departmental collaboration is low, and the scientific research project management system needs to be continuously improved.

Most scientific research projects still adopt the offline communication method, which is prone to lack of communication information and poor communication. In order to reduce the occurrence of these problems, it is necessary to speed up the informatization and digitalization of inter-departmental collaboration, and break down the barriers of cross-departmental cooperation and communication through early warning messages, process to-dos, document sharing and other means

4. The expense reimbursement method is traditional, and the expense reimbursement process is cumbersome.

Most of the funds used for scientific research projects are in the form of reimbursement. At present, the reimbursement of scientific research funds lacks management and control means, and is often controlled after the event, which restricts the effective use of scientific research funds. The reimbursement of scientific research personnel is often too complicated, which seriously reduces the enthusiasm and scientific research efficiency of scientific research personnel. Therefore, it is recommended to make full use of digital means to improve the need for reimbursement of funds, such as combining the current implementation of electronic bills and providing financial assistants for scientific research projects to ease and release the working pressure of scientific researchers in the reimbursement process.

5. The construction of the scientific research funding management and control system needs to be improved, and the "dual-track system" management of funds before and after the event needs to be improved.

For financial special scientific research projects, some units pay more attention to the arrival of financial funds and the control of capital expenditures, but often ignore the management of the pre-estimated funds, and the implementation of the total budget and sub-item budgets is often not clear enough. In view of this situation, it is suggested to organically combine the scientific research funds and the fund budget, and organically unify the control rules of the fund budget and the income and expenditure rules of the scientific research funds. Through the triggering of a business action, the budget control and revenue and expenditure control can be completed at the same time.

6. Lack of data analysis reports for scientific research project management, low data conversion efficiency, and lack of timely data support for leadership decisions.

The relevant business data and financial data of scientific research projects of many units are separated, resulting in a large amount of workload and cost of offline processing. The timeliness of the data provided is not strong, and it is impossible for the leadership to understand the dynamics of scientific research projects in real time. In view of this situation, data precipitation can be done well through the construction of information system, and at the same time, through data cleaning, data mining and other technical means, analysis reports that meet the digital management of decision-making levels can be output.

7. Strengthen the management of scientific research organizations and strengthen the construction of scientific research credit system.

In view of the special attributes of scientific research projects, establish an organizational system oriented to scientific research projects, and through label management of scientific research organization members and talent portrait management, it is beneficial to the evaluation and incentives of scientific research personnel and the management of scientific research credit.

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Solve the pain points of scientific research project management with digital means

At present, the external living environment of enterprises is becoming more and more severe and complex, and they will also face a series of common challenges

In view of the current trend and status quo of scientific research project management, using digital means to solve it is a practical and feasible path, and it is also in line with the general trend of digital China and digital enterprises.

Yonyou BIP project cloud provides relevant solutions for the management pain points of the above scientific research projects:

★It can be used as a bridge to unify and coordinate the process and funding of scientific research projects, and can build an end-to-end scientific research project whole-process management and control platform on a unified digital platform to eliminate information islands;

★ Establish a project information communication platform to improve execution efficiency and break down communication barriers across departments;

★Realize standardized management of various project processes, process controllable, intelligent early warning reminder;

★Realize income and expenditure accounting in the project dimension, efficient statistics of labor and material expenditure, and realize intelligent accounting of project accounting and project cost;

★Build a visual data analysis and decision-making report platform to provide data support for the leadership.

★Realize standardized management of various project processes, process controllable, intelligent early warning reminder;

★Based on the budget, accounting and final accounts of scientific research projects, run through the entire life cycle of scientific research projects, connect business and financial data, and establish a project-based financial management, control and analysis system.

This issue introduces the "methods and techniques" of scientific research projects, and the next issue will introduce how the "device" of the project cloud can help scientific research projects to upgrade digitally and intelligently!

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Origin blog.csdn.net/YonBIP/article/details/131593788