煤炭工程 ›› 2026, Vol. 58 ›› Issue (8): 219-224.doi: 10.11799/ce202608027

• 研究探讨 • 上一篇    下一篇

业财融合驱动下的工程项目进度精益管理探索

于 超,辛战文   

  1. 中煤科工集团沈阳设计研究院有限公司,辽宁 沈阳 110015
  • 收稿日期:2026-01-27 修回日期:2026-06-22 出版日期:2026-08-15 发布日期:2026-08-31
  • 通讯作者: 于超 E-mail:15840136001@126.com

Exploration of Lean Management Practices for Engineering Project Schedules Driven by Business-Finance Integration

  • Received:2026-01-27 Revised:2026-06-22 Online:2026-08-15 Published:2026-08-31

摘要:

在新一代信息技术与企业管理深度融合的背景下,业财融合已成为驱动工程项目管理向数字化、精益化转型的核心动力。针对传统模式下工程项目进度管理与财务管控脱节、数据孤岛和决策滞后等问题,本文以沈阳设计院数字化管理平台建设为例,系统阐述了业财融合理念下工程项目进度精益管理的实践路径。通过构建以具体项目为核心,融合计划进度、形象进度、业主结算进度、收费进度、收入进度、管理费支出进度、付款进度等多维度指标的实时联动管控体系,并依托数据自动同步、前锋线可视化对比及智能化预警规则,实现了项目全生命周期内业务流与价值流的协同可视与动态调控。实践表明,该模式显著提升了项目进度管控的精准性、风险预判的及时性以及管理决策的科学性,为工程企业推进数字化转型与精细化管理提供了可借鉴的范例。

关键词: 业财融合, 工程项目管理, 进度精益管理, 数字化平台, 预警机制, 数据驱动

Abstract:

Against the backdrop of deep integration between new-generation information technology and enterprise management, the integration of business and finance has become a core driving force in promoting the digital and lean transformation of engineering project management. This paper addresses issues in traditional engineering project management, such as the disconnection between schedule management and financial control, data silos, and delayed decision-making. Taking the construction of Shenyang Design Institute’s digital management platform as a case study, it systematically elaborates on the practical approach to lean schedule management in engineering projects under the concept of business-finance integration. By establishing a real-time linked control system centered on specific projects and integrating multi-dimensional schedule indicators — including planned progress, visual progress, owner settlement progress, collection progress, revenue progress, management expense disbursement progress, and payment progress — and by leveraging automatic data synchronization, visual comparison of leading-edge lines, and intelligent early-warning rules, the system achieves collaborative visibility and dynamic adjustment of business flows and value flows throughout the project lifecycle. Practice shows that this model significantly enhances the accuracy of project schedule control, the timeliness of risk prediction, and the scientific nature of management decisions, providing a valuable reference for engineering enterprises in advancing digital transformation and refined management.

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