Mapping engine configurations with task managed workflows and grid user interfaces
Abstract
Systems and methods are related to maintaining a workflow of tasks in conjunction with data of the workflow. For example, a method includes generating a budget plan for a plurality of budgets using a template. The method includes generating a plurality of tasks for a plurality of budget owners. Each task is associated with a respective budget and each task is assigned to a respective budget owner. The plurality of tasks are each used to manage progress towards approving the budget plan and to organize work associated with each of the budget owners. The method includes submitting one or more budgets of the plurality of budgets in the budget plan for approval, receiving approval, and displaying a summary based at least in part on the budgets.
Claims
exact text as granted — not AI-modifiedWhat is claimed is:
1 . A system, comprising:
a non-transitory memory; one or more hardware processors configured to execute instructions from the non-transitory memory to cause the system to perform operations comprising: generating a budget plan for a plurality of budgets; generating a plurality of tasks for a plurality of budget owners, wherein each task is associated with a respective budget and each task is assigned to a respective budget owner, wherein the plurality of tasks are each used to manage progress towards approving the budget plan and to organize work associated with each of the budget owners; submitting one or more budgets in the budget plan; receiving approval one or more budgets in the budget plan; and displaying a summary based at least in part upon each budget of the plurality of budgets.
2 . The system of claim 1 , wherein the one or more hardware processors is configured to execute instructions from the non-transitory memory to perform operations comprising generating the budget plan via a first device, and displaying the summary via a second device, wherein the first device comprises a mid server and the second device comprises a local computing device.
3 . The system of claim 1 , wherein the one or more hardware processors is configured to execute instructions from the non-transitory memory to perform operations comprising forecasting financial information based on each approved budget of the plurality of budget accounts.
4 . The system of claim 1 , wherein the one or more hardware processors is configured to execute instructions from the non-transitory memory to perform operations comprising maintaining a status of each task of the budget plan.
5 . The system of claim 4 , wherein the status comprises a published state, a pending state, a revised state, and an approved state.
6 . The system of claim 4 , wherein the one or more hardware processors is configured to execute instructions from the non-transitory memory to perform operations comprising updating the status upon submitting the respective budget, updating the status upon approving the respective budget, updating the status upon rejecting the respective budget, or any combination thereof.
7 . The system of claim 1 , wherein each budget comprises at least one entry of data to include in the budget plan.
8 . The system of claim 1 , wherein the one or more hardware processors is configured to execute instructions from the non-transitory memory to perform operations comprising providing the task to the budget owner in a general list of tasks.
9 . The system of claim 1 , wherein the one or more hardware processors is configured to execute instructions from the non-transitory memory to perform operations comprising notifying the budget owner of the task upon publishing the task.
10 . The system of claim 1 , wherein the summary comprises at least one of a comparison of the budget over a present time period and another budget over a previous time period, variance in spending on specific items in the budget for the present time period compared to the previous time period, and an amount of budgets that have been approved compared to budgets that are still pending.
11 . A non-transitory, computer readable medium comprising instructions, wherein the instructions are configured to be executed by a processor to perform operations comprising:
generating a budget plan for a plurality of budgets; generating a plurality of tasks for a plurality of budget owners, wherein each task is associated with a respective budget and each task is assigned to a respective budget owner, wherein the plurality of tasks are each used to manage progress towards approving the budget plan and to organize work associated with each of the budget owners; submitting one or more budgets in the budget plan for approval; receiving approval of the one or more budgets in the budget plan; and displaying a summary based at least in part upon each budget of the plurality of budgets.
12 . The non-transitory, computer readable medium of claim 11 , wherein the instructions are configured to be executed by a processor to perform operations comprising forecasting the budget plan based on previous budgets using neural networks, a model, or any combination thereof.
13 . The non-transitory, computer readable medium of claim 11 , wherein the instructions are configured to be executed by a processor to perform operations comprising forecasting the budget plan based on
14 . The non-transitory, computer readable medium of claim 11 , wherein generating a budget plan for a plurality of budgets comprises generating a template to be used with the budget plan.
15 . The non-transitory, computer readable medium of claim 11 , wherein the instructions are configured to be executed by a processor to perform operations comprising maintaining a status of each task of the budget plan.
16 . A method, comprising:
generating a budget plan for a plurality of budgets using a template; generating a plurality of tasks for a plurality of budget owners, wherein each task is associated with a respective budget and each task is assigned to a respective budget owner, wherein the plurality of tasks are each used to manage progress towards approving the budget plan and to organize work associated with each of the budget owners; submitting one or more budgets of the plurality of budgets in the budget plan for approval; receiving approval of the one or more budgets in the budget plan; and displaying a summary based at least in part upon each budget of the plurality of budgets.
17 . The method of claim 16 , comprising updating a status associated with a respective task of a respective budget upon submitting the one or more budgets in the budget plan, updating the status upon receiving approval of the respective budget, or both.
18 . The method of claim 16 , comprising notifying the budget owner of the task upon publishing the task.
19 . The method of claim 16 , comprising:
receiving rejection of the one or more budgets in the budget plan; and updating the respective tasks of the one or more budgets based upon the rejection.
20 . The method of claim 19 , wherein the summary comprises at least one of a comparison of the budget over a present time period and another budget over a previous time period, variance in spending on specific items in the budget for the present time period compared to the previous time period, and an amount of budgets that have been approved compared to budgets that are still pending.Join the waitlist — get patent alerts
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