D99A
Message D99A/PROTAP
Project tasks planning message
The Project Tasks Planning message is used in various industry sectors when there is a requirement for all parties involved to formally establish and exchange planning and scheduling information. This information describes the tasks and resources needed to complete a project or provide a service. This can include such details as what activities or tasks are involved, who is available to do the work, who is doing the work, what must be completed or delivered such as a document or goods, and when the work will be completed or when the item will be delivered. This document may be part of the contractual documents exchanged for the preparation, status, or completion of a project or service.
Message description
UNH
M(1) : Message headerA service segment starting and uniquely identifying a message. The message type code for the Project tasks planning message is PROTAP. Note: Project tasks planning messages conforming to this document must contain the following data in segment UNH, composite S009: Data element 0065 PROTAP 0052 D 0054 99A 0051 UN
BGM
M(1) : Beginning of messageA segment to identify a single planning or scheduling reporting document, its unique identifier, and specific message function.
GIS
M(1) : General indicatorA segment to identify the report detail type such as network logic, barchart, milestone, line of balance, or task list type of information.
DTM
M(99) : Date/time/periodA segment to identify the message preparation, effective, and project baseline processing date information.
SG1 M(99) : RFF-IMD-BII-SG2
A group of segments to provide information about the project and identify unique reference numbers for the message, to provide descriptions, to identify structured index numbers, and to note cross reference links with other projects.
RFF
M(1) : ReferenceA segment to identify references related to the plan or schedule such as a project, program, contract, contract addendum, Request for Quote, or Request for Proposal number.
IMD
C(9) : Item descriptionA segment to provide a description such as the name of the program for any reference number or program.
BII
C(99) : Structure identificationA segment to provide a structured index number for any reference number, project, plan, or schedule.
SG2 C(99) : GIR-REL
A group of segments to provide related project, plan, or schedule numbers and relationship type such as a parent, child, or peer.
GIR
M(1) : Related identification numbersA segment to identify related or linked project, plan, or schedule identity numbers.
REL
C(1) : RelationshipA segment to identify the type of relationship such as a parent, child, or peer (internal or external to the project).
SG3 M(99) : PNA-ADR-BII-SG4-SG5
A group of segments to identify the parties relevant to the entire message with related contact and communication information, provide any applicable structured index number, and identify the type of data processing environment in use at the sender or receiver site.
PNA
M(1) : Party identificationA segment to provide message sender and receiver information.
ADR
C(1) : AddressA segment to provide address information for each named party.
BII
C(1) : Structure identificationA segment to provide a structured index number associated with each named party.
SG4 C(9) : CTA-COM
A group of segments to identify contact and communication numbers for each named party.
CTA
M(1) : Contact informationA segment to provide a contact person's name for each named party.
COM
C(9) : Communication contactA segment to identify the phone number, fax number, e-mail, or other communication number for the contact party.
SG5 C(9) : CED-DTM
A group of segments to provide information about the data processing environment used by each named party.
CED
M(1) : Computer environment detailsA segment to describe the data processing environment such as the software application name, version and release.
DTM
C(9) : Date/time/periodA segment to provide the effective, processing, or other date stamp for the named software application.
SG6 C(99) : EFI-CED-DTM
A group of segments to provide information about other documents that relate to the entire message such as cost, other planning or scheduling, technical, text, or graphical files that provide additional project reference or management control information.
EFI
M(1) : External file link identificationA segment to identify a related file and provide details such as the file name, file format, version, and data format.
CED
C(1) : Computer environment detailsA segment to describe the data processing environment used to create the named file such as the name of the software application, version and release.
DTM
C(1) : Date/time/periodA segment to provide the created, effective, processing, or other date stamp for the named file.
SG7 C(999) : IND-BII-IMD-RCS
A group of segments to identify index structures and contents of indexing systems used for the plan or schedule.
IND
M(1) : Index detailsA segment to identify what the index applies to, such as the entire project or part of a project. Used to indicate whether IND and related segments describes the index structure or describes the index contents. When used to describe a structure, the segment is also used to indicate the structure hierarchical level.
BII
C(1) : Structure identificationA segment to identify a structured index number definition or contents.
IMD
C(1) : Item descriptionA segment to provide a description for the structured index number definition or contents.
RCS
C(1) : Requirements and conditionsA segment to identify an action (add, change, or delete) for the index data.
SG8 C(9999) : LIN-BII-RFF-IMD-DTM-SG9-SG10-SG11-SG12-SG13
A group of segments to identify company-wide resources that are available to complete work on any given project. These resources can be assigned specific working calendars to indicate the days or times they are available to do work.
LIN
M(1) : Line itemA segment to identify the resource and related action code (add, change, or delete).
BII
C(9) : Structure identificationA segment to identify any structured index numbers for the resources that are related to the project such as billing or trade skill categories.
RFF
C(9) : ReferenceA segment to provide reference numbers for the resource such as a working calendar number, charge number or organization code.
IMD
C(9) : Item descriptionA segment to provide a description of the resource or type of resource such as labor or material in clear or coded form.
DTM
C(99) : Date/time/periodA segment to provide start and end dates related to the resource.
SG9 C(99) : QTY-DTM
A group of segments to provide information about the quantity or number of resources available, a unit of measure for the resource such as hours, and related dates.
QTY
M(1) : QuantityA segment to identify the quantity of available resources and associated unit of measure such as hours or days the resource is available.
DTM
C(99) : Date/time/periodA segment to identify the effective date, or start and end dates for the resource quantity.
SG10 C(99) : PRI-DTM
SG11 C(99) : PCD-DTM
A group of segments to provide availability or efficiency factors for a given resource with any related dates. This segment group can also be used to provide an escalation or inflation percentage that may apply for the resource along with any associated specific start and end dates.
PCD
M(1) : Percentage detailsA segment to identify the percentage of availability or efficiency factor for the resource; also used to identify any escalation or inflation percentages.
DTM
C(99) : Date/time/periodA segment to identify the effective date, or start and end dates for the resource availability, efficiency, or escalation percentage.
SG12 C(99) : RTE-DTM
A group of segments to provide a rate per unit such as a rate per hour for the resource and related dates.
RTE
M(1) : Rate detailsA segment to provide the rate per unit such as a rate per hour for the resource.
DTM
C(99) : Date/time/periodA segment to identify the effective date, or start and end dates for the resource rate per unit.
SG13 C(99) : MOA-DTM
A group of segments to provide any monetary amounts associated with the resource such as budgeted, planned, or estimated costs and related dates.
MOA
M(1) : Monetary amountA segment to identify a monetary amount for the resource.
DTM
C(99) : Date/time/periodA segment to identify the effective date, or start and end dates for the resource monetary amount.
UNS
M(1) : Section controlA mandatory service segment placed before the first user segment in the detail section to avoid segment collision.
SG14 C(99) : RFF-SG15
A group of segments to provide information about the working calendars used for the tasks and resources assigned to a task.
RFF
M(1) : ReferenceA segment to provide the reference used to identify a given calendar.
SG15 C(999) : SCC-QTY-DTM
A group of segments to describe a given calendar. Provides information such as specific working patterns, quantity of working time units per day or working shifts per day, and specific date details such as non-working or holiday dates.
SCC
M(1) : Scheduling conditionsA segment to provide details about a calendar work period pattern such as Monday through Friday.
QTY
C(99) : QuantityA segment to identify the quantity of working time units per day, quantity of working shifts per day, or quantity of working time units per shift for a given calendar.
DTM
C(999) : Date/time/periodA segment to provide precise date details about a given calendar such as specific non-working or holiday dates.
SG16 C(9999) : LIN-STS-BII-RFF-IMD-PNA-CCI-DTM-FTX-SG17-SG18-SG19-SG20-SG21
A group of segments to describe the tasks or milestones that must be done to complete a project. Segments in the group provide structured index numbers or reference numbers, descriptions, named responsible person, named work team, information about the product or service being performed, work status, dates, durations, other text details, quantity with optional dates, percents with optional dates, and monetary amounts with optional dates for the task or milestone. The subordinate segment group GIR-REL-RCS-BII-RFF-DTM-SG22- SG23-SG24-SG25 provides related information for milestones assigned to a main activity or task, interface activities, constraint activities, or resources assigned to a task.
LIN
M(1) : Line itemA segment to identify the task, indicate if it is an activity or milestone event, provide an action code (add, change, delete), and provide a schedule level reference.
STS
C(1) : StatusA segment to provide a work status indicator (work has begun or work has been completed) for the task.
BII
C(9) : Structure identificationA segment to identify any structured index numbers such as a bill of materials or work breakdown structure for the task.
RFF
C(9) : ReferenceA segment to provide reference numbers associated with the line item (task) such as charge numbers, cost accounts, statement of work numbers, and calendar or work shift references.
IMD
C(9) : Item descriptionA segment to provide a description of the task.
PNA
C(9) : Party identificationA segment to provide the party name of a work team for a given line item (task).
CCI
C(9) : Characteristic/class idA segment to provide information about a product or assembly associated with a given line item (task).
DTM
C(99) : Date/time/periodA segment to provide planned start and finish dates, target dates, actual start and finish dates, estimate start and finish dates, and other related dates for the line item (task).
FTX
C(99) : Free textA segment to provide additional text for the line item (task). Can be used to provide additional details about the task, events surrounding the task such as an explanation for a behind schedule over cost situation, or further explanation about data associated with the task.
SG17 C(9) : CTA-COM
A group of segments to provide a responsible person's name and communication numbers for the line item (task).
CTA
M(1) : Contact informationA segment to provide a responsible person's name for the line item (task).
COM
C(9) : Communication contactA segment to identify the phone number, fax number, e-mail, or other communication number of the responsible person for the line item (task).
SG18 C(99) : QTY-DTM
A group of segments to provide quantities and related unit of measure associated with a line item with related dates. May be used to convey planned, current, or progress durations when expressed as a quantity of units of time or a total quantity such as planned or budgeted hours for the task. Progress can also be conveyed as a percentage (segment group PCD-DTM) or as dates (independent DTM segment). All three methods can be used independently to exchange progress data; typically one of these three methods is preferred and agreed upon between trading parties.
QTY
M(1) : QuantityA segment to provide the unit of measure (such as hours) and quantities (such as budget, actual, or earned) associated with a line item (task). Also used to provide the duration of the task when expressed as a quantity of time units such as 10 working days; lead time duration such as a lead of 5 working days is required before the next task can start; and progress information such as a remaining duration of 5 working days.
DTM
C(99) : Date/time/periodA segment to provide a single pair of start and end dates or a series of start and end dates (for example, to describe monthly allocations) associated with hour quantities (budget, actual, earned value) for the task.
SG19 C(99) : PCD-DTM
A group of segments to provide progress details about a line item and any related dates when progress is expressed as a percentage. Progress can also be conveyed as a duration quantity (segment group QTY-DTM) or as dates (independent DTM segment). All three methods can be used independently to exchange progress data; typically one of these three methods is preferred and agreed upon between trading parties.
PCD
M(1) : Percentage detailsA segment to provide the percent complete for the line item (task).
DTM
C(99) : Date/time/periodA segment to provide effective, or start and end dates for the percent complete for the task.
SG20 C(99) : MOA-DTM
A group of segments to provide monetary amounts associated with a line item and any related dates.
MOA
M(1) : Monetary amountA segment to provide monetary amounts (such as budget, actual, or earned value costs) for the line item (task).
DTM
C(99) : Date/time/periodA segment to provide a single pair of start and end dates or a series of start and end dates (for example, to describe costs broken down by month) monetary amounts for the task.
SG21 C(9999) : GIR-REL-RCS-BII-RFF-IMD-DTM-SG22-SG23-SG24-SG25
A group of segments to identify a related interface activity, constraint activity, assigned resources, or milestones events (when the line item is an activity) assigned to the line item (task) along with related structured index or reference numbers, descriptions, work status, dates, and any associated quantity, percent, monetary amounts, and rates.
GIR
M(1) : Related identification numbersA segment to identify a related constraint activity, interface activity, assigned resource, or milestone event (when the line item is an activity). For constraint activities, also used to indicate if the cited constraint activity is a predecessor or successor. For milestone events associated with a task, also used to provide a work status indicator (work has begun, work has been completed, or the milestone event has been revised).
REL
C(1) : RelationshipA segment to identify the type of relationship. Used for constraint type of activities to describe finish to start, start to start, start to finish, and finish to finish types of relationships.
RCS
C(1) : Requirements and conditionsA segment to identify an action (add, change, or delete) for the interface activity, constraint activity, assigned resource, or milestone event.
BII
C(9) : Structure identificationA segment to identify any structured index numbers such an organization breakdown structure, or trade skill for an assigned resource.
RFF
C(9) : ReferenceA segment to provide reference numbers associated with the interface activity, constraint activity, assigned resource, or milestone event such as a calendar or shift, department, work package, charge number, or work order number.
IMD
C(9) : Item descriptionA segment to provide a description of the interface activity, constraint activity, assigned resource, or milestone event. When an assigned resource, can also use this segment to indicate the type of resource in coded form (such as a consumable, recurring, or non-recurring resource).
DTM
C(99) : Date/time/periodA segment to provide start and finish dates, actual start and finish dates, scheduled start and finish dates, planned or revised dates for assigned resources or milestones.
SG22 C(99) : QTY-DTM
A group of segments to provide quantity information for assigned resources or milestones events and related dates. Also used to provide the duration of lead or lag time for an interface activity or constraint activity when the duration is expressed as a quantity of time units such as a lead of 5 working days or a lag or 7 working days.
QTY
M(1) : QuantityA segment to provide quantity information about the interface activity, constraint activity, assigned resource, or milestone event. For activities, used to provide the duration of lead or lag time when expressed as quantities of time units. For assigned resources, can be used to indicate the number of resources available for the task (level per calendar unit or total for the duration of the task). For assigned resources and milestone events, can be used to provide associated budget, actual, or earned value hour quantities.
DTM
C(99) : Date/time/periodA segment to provide an effective date, a pair of start and end dates, or a series of start and end dates associated with an interface activity, constraint activity, assigned resource, or milestone quantity.
SG23 C(99) : PCD-DTM
A group of segments to provide an earned value percentage for milestone events or to provide availability or efficiency factors for assigned resources and any related dates.
PCD
M(1) : Percentage detailsA segment to provide availability or efficiency factors for an assigned resource or to provide an earned value percentage for a given milestone (used to calculate the amount of value earned when a milestone is complete).
DTM
C(99) : Date/time/periodA segment to provide an effective date, or start and end dates associated with the availability, efficiency, or earned value percentage.
SG24 C(99) : MOA-DTM
A group of segments to provide monetary amounts for assigned resources and milestone events and any related dates.
MOA
M(1) : Monetary amountA segment to provide monetary amounts (such as budget, actual, or earned value) for the assigned resource or milestone event.
DTM
C(99) : Date/time/periodA segment to provide an effective date, a pair of start and finish dates, or a series of start and finish dates associated with the budget, actual, or earned value monetary amount for the assigned resource or milestone event.
SG25 C(99) : RTE-DTM
A group of segments to provide rate information for an assigned resource and any related dates.
RTE
M(1) : Rate detailsA segment to identify a rate for the assigned resource.
DTM
C(99) : Date/time/periodA segment to provide the effective date, or start and end dates for the assigned resource rate.
CNT
C(99) : Control totalA segment to provide control totals for the message such as the total number of activities, milestones, resources, or constraints.
UNT
M(1) : Message trailerA service segment ending a message, giving the total number of segments in the message and the control reference number of the message.
Message structure
UNH, Message header M 1
BGM, Beginning of message M 1
GIS, General indicator M 1
DTM, Date/time/period M 99
--- Segment Group 1 ------------------------- M 99 -------+
RFF, Reference M 1 |
IMD, Item description C 9 |
BII, Structure identification C 99 |
|
--- Segment Group 2 ------------------------- C 99 ------+|
GIR, Related identification numbers M 1 ||
REL, Relationship C 1 ||
---- ----------------------------------------------------------++
--- Segment Group 3 ------------------------- M 99 -------+
PNA, Party identification M 1 |
ADR, Address C 1 |
BII, Structure identification C 1 |
|
--- Segment Group 4 ------------------------- C 9 ------+|
CTA, Contact information M 1 ||
COM, Communication contact C 9 ||
---- ----------------------------------------------------------+|
|
--- Segment Group 5 ------------------------- C 9 ------+|
CED, Computer environment details M 1 ||
DTM, Date/time/period C 9 ||
---- ----------------------------------------------------------++
--- Segment Group 6 ------------------------- C 99 -------+
EFI, External file link identification M 1 |
CED, Computer environment details C 1 |
DTM, Date/time/period C 1 |
---- -----------------------------------------------------------+
--- Segment Group 7 ------------------------- C 999 -------+
IND, Index details M 1 |
BII, Structure identification C 1 |
IMD, Item description C 1 |
RCS, Requirements and conditions C 1 |
---- -----------------------------------------------------------+
--- Segment Group 8 ------------------------- C 9999 -------+
LIN, Line item M 1 |
BII, Structure identification C 9 |
RFF, Reference C 9 |
IMD, Item description C 9 |
DTM, Date/time/period C 99 |
|
--- Segment Group 9 ------------------------- C 99 ------+|
QTY, Quantity M 1 ||
DTM, Date/time/period C 99 ||
---- ----------------------------------------------------------+|
|
--- Segment Group 10 ------------------------ C 99 ------+|
PRI, Price details M 1 ||
DTM, Date/time/period C 99 ||
---- ----------------------------------------------------------+|
|
--- Segment Group 11 ------------------------ C 99 ------+|
PCD, Percentage details M 1 ||
DTM, Date/time/period C 99 ||
---- ----------------------------------------------------------+|
|
--- Segment Group 12 ------------------------ C 99 ------+|
RTE, Rate details M 1 ||
DTM, Date/time/period C 99 ||
---- ----------------------------------------------------------+|
|
--- Segment Group 13 ------------------------ C 99 ------+|
MOA, Monetary amount M 1 ||
DTM, Date/time/period C 99 ||
---- ----------------------------------------------------------++
UNS, Section control M 1
--- Segment Group 14 ------------------------ C 99 -------+
RFF, Reference M 1 |
|
--- Segment Group 15 ------------------------ C 999 ------+|
SCC, Scheduling conditions M 1 ||
QTY, Quantity C 99 ||
DTM, Date/time/period C 999 ||
---- ----------------------------------------------------------++
--- Segment Group 16 ------------------------ C 9999 -------+
LIN, Line item M 1 |
STS, Status C 1 |
BII, Structure identification C 9 |
RFF, Reference C 9 |
IMD, Item description C 9 |
PNA, Party identification C 9 |
CCI, Characteristic/class id C 9 |
DTM, Date/time/period C 99 |
FTX, Free text C 99 |
|
--- Segment Group 17 ------------------------ C 9 ------+|
CTA, Contact information M 1 ||
COM, Communication contact C 9 ||
---- ----------------------------------------------------------+|
|
--- Segment Group 18 ------------------------ C 99 ------+|
QTY, Quantity M 1 ||
DTM, Date/time/period C 99 ||
---- ----------------------------------------------------------+|
|
--- Segment Group 19 ------------------------ C 99 ------+|
PCD, Percentage details M 1 ||
DTM, Date/time/period C 99 ||
---- ----------------------------------------------------------+|
|
--- Segment Group 20 ------------------------ C 99 ------+|
MOA, Monetary amount M 1 ||
DTM, Date/time/period C 99 ||
---- ----------------------------------------------------------+|
|
--- Segment Group 21 ------------------------ C 9999 ------+|
GIR, Related identification numbers M 1 ||
REL, Relationship C 1 ||
RCS, Requirements and conditions C 1 ||
BII, Structure identification C 9 ||
RFF, Reference C 9 ||
IMD, Item description C 9 ||
DTM, Date/time/period C 99 ||
||
--- Segment Group 22 ------------------------ C 99 -----+||
QTY, Quantity M 1 |||
DTM, Date/time/period C 99 |||
---- ---------------------------------------------------------+||
||
--- Segment Group 23 ------------------------ C 99 -----+||
PCD, Percentage details M 1 |||
DTM, Date/time/period C 99 |||
---- ---------------------------------------------------------+||
||
--- Segment Group 24 ------------------------ C 99 -----+||
MOA, Monetary amount M 1 |||
DTM, Date/time/period C 99 |||
---- ---------------------------------------------------------+||
||
--- Segment Group 25 ------------------------ C 99 -----+||
RTE, Rate details M 1 |||
DTM, Date/time/period C 99 |||
---- ---------------------------------------------------------+++
CNT, Control total C 99
UNT, Message trailer M 1