United Nations Directories for Electronic Data Interchange for
Administration, Commerce and Transport
UN/EDIFACT
United Nations Directories for Electronic Data Interchange for |
Message Type : PROCST
Version : D
Release : 01C
Contr. Agency: UN
Revision : 1
Date : 2001-11-07
SOURCE: D7 Architecture, Engineering and Construction (SWG)
CONTENTS
Project cost reporting message
0. INTRODUCTION
1. SCOPE
1.1 Functional definition
1.2 Field of application
1.3 Principles
2. REFERENCES
3. TERMS AND DEFINITIONS
3.1 Standard terms and definitions
3.2 Message terms and definitions
4. MESSAGE DEFINITION
4.1 Segment clarification
4.1.1 Header section
4.1.2 Detail section
4.1.3 Summary section
4.2 Segment index (alphabetical sequence by tag)
4.3 Message structure
4.3.1 Segment table
----------------------------------------------------------------------
For general information on UN standard message types see UN Trade Data
Interchange Directory, UNTDID, Part 4, Section 2.3, UN/ECE UNSM
General Introduction
----------------------------------------------------------------------
0. INTRODUCTION
This specification provides the definition of the Project cost
reporting message (PROCST) to be used in Electronic Data
Interchange (EDI) between trading partners involved in
administration, commerce and transport.
1. SCOPE
1.1 Functional definition
The Project cost reporting message is used in various industry
sectors when there is a requirement for all parties involved in
a project to formally establish and exchange budget baseline,
actual, progress, and estimate to complete cost information;
technical performance measurement information; and related
funding information. This information exchange is typically
going from a contractor performing the work to the end
customer.
The purpose of this information exchange is to provide the end
customer with data that describes the work that must be
completed, who is doing the work, and establishes the cost
budget baseline for the project. This information exchange also
provides data that describes how the work is progressing
against the cost baseline to determine if the project will
complete on time and within budget. The work in process
measurement data provides key management information to ensure
the project is progressing as planned and highlights any
problem areas that need correcting. Technical performance
measurement data is used to determine if the project is meeting
specific design or functional objectives. Periodic funding data
reporting is used to track future funding requirements for the
work in process.
1.2 Field of application
The Project cost reporting message may be used for both
national and international applications. It is based on
universal practice related to administration, commerce and
transport, and is not dependent on the type of business or
industry.
The industry sectors that typically exchange project cost
information include construction, aerospace, aircraft, defense,
and software or support services. Various government entities
such as transportation, energy, space, and defense exchange
project cost information with their contractors related to
construction, software development, research and development,
and production. For these various government entities, this
project cost information is typically part of the contractual
requirements for the preparation, status, and completion of a
project, particularly for departments or ministries of defense
for weapon system acquisition.
Although various regional and international differences do
exist in the business terms used for project cost reporting,
the underlying business requirements are similar. Various
ministries of defense around the world have formed an
international performance measurement council that has
established similar policy and principles for project cost
performance measurement and reporting. These international
policies and principles are the underlying foundation for the
data content in the Project cost reporting message.
1.3 Principles
This message is designed to convey budget, actual, earned
value, and estimate to complete cost data; technical
performance measurement data; and related funding data about a
project in a neutral data format.
This information exchange provides data on how work is
progressing against the original plan or budget baseline as
well as specific design or functional objectives and to provide
funding status related to the project. This progress
information provides key management information needed to
verify that work is progressing as planned, that work will
complete on time and within budget, and meet project
objectives. Progress payments can also be tied to the amount of
work the contractor completes on the project; this reporting
information can serve as the basis for these progress payments.
This message can be used to exchange project cost information
between commercial off the shelf or company unique program
management software applications. Typically this data exchange
is external to a company. This data is exchanged with a
company's customers which could be a government entity, another
contractor, or with one or more teaming partner doing work on a
project.
Data exchanged in the PROCST message can also relate to
information conveyed in the Project Tasks Planning (PROTAP)
message which provides more information about the tasks to be
performed, who is doing the work, and when it will be done.
This PROCST message provides the related cost data (budget,
actual, earned value, estimate to complete and related funding
requirements) and any related technical performance
measurements for the work activities required to complete a
project. Many times the work schedule, the focus of the PROTAP
message, provides the foundation to build the cost budget
baseline. This cost budget baseline serves as the foundation to
measure how work is progressing against the plan (actual and
earned value costs) and to develop the estimate to complete
costs and related completion dates.
This message does use externally maintained code lists for such
details related to the contract type, program type, security
references, appropriation, and funding notations. An external
code list is also used to note the specific reporting formats
as required by the various ministries of defense or other
government agencies.
Data Content
This message was designed to convey high level, general
information about a project and related reporting structure
detail.
The header section of this message is designed to convey
project attributes such as contract and program type,
references, descriptions, related documents, total contract
monetary and percent details, end item deliverable details (how
many and what is being delivered to the end customer), and
contractor contact information.
The detail section of this message is designed to convey
information at three levels of detail. The highest level of
detail is the report level. For example, the cost performance
data may need to be conveyed using different reporting
structures, focus on baseline changes, or forecast labor
requirements. Line item information is used to indicate what
report format is being conveyed. In addition, for a given
report, a segment group is included in the detail section to
describe out-year time frames when reporting data needs to be
compressed for a project that spans many years.
Within a report, the detail is further broken down by specific
reporting structure elements. This is the second level of
detail. This is where the budget, actual, earned value,
estimate, and where needed, technical performance measurement
and funding data is provided by specific reporting element
references.
Within a reporting structure, depending on contract
requirements, the reporting structure information may need to
be broken down by cost elements such as labor or material
detail or more specific detail such as engineering labor. This
is the third level of detail. When the third level of detail is
used, generally, the budget, actual, earned value, and estimate
detail data is included at this level instead of at level two
(reporting structure only). However, the two levels can be
combined to provide summary reporting structure cost data and
detail cost element cost data.
Typically the data sent is status information (weekly, monthly,
or quarterly). The data will generally be used to update an
application with new periodic data. In the event a contractor
needs to retransmit a report, the receiving application or
receiving party's business environment will dictate how the new
data is managed. In some instances, the contractor may need to
replan their project. In that event, it may be necessary to
transmit new baseline data. Again, the receiving application or
receiving party's business environment will dictate how the new
data is managed.
Multiple Report Formats
This message has been designed to indicate the general category
of cost data at the header level with the ability to indicate
the various report formats at the detail level. This structure
allows the message to contain one or more report formats for a
given cost report category. This also allows the contractor to
submit some of the required formats at one time and others at a
later time, as needed.
2. REFERENCES
See UNTDID, Part 4, Chapter 2.3 UN/ECE UNSM - General
Introduction, Section 1.
3. TERMS AND DEFINITIONS
3.1 Standard terms and definitions
See UNTDID, Part 4, Chapter 2.3 UN/ECE UNSM - General
Introduction, Section 2.
3.2 Message terms and definitions
EARNED VALUE:
Earned value represents a fundamental data component for cost
performance reporting purposes. It provides the foundation to
determine if work is progressing as planned.
Earned value costs identify how much work has been completed
for the money spent. When earned value costs are compared to
the budget baseline costs, it provides an objective measure to
determine how much work was actually accomplished or the
schedule variance (ahead or behind) in cost terms. When earned
value costs are compared to the actual costs spent on the work
completed, it provides an objective measure to determine how
much it cost to complete the work or the cost variance (over or
under). These cost and schedule indicators highlight problem
areas in a project and provides objective, statistical measures
to determine if a project will complete on time and within
budget.
REPORTING STRUCTURES:
Reporting structures represent the various coding structures
used to identify work being done a project. They serve as the
foundation to plan, manage, and measure work completed.
Generally, the reporting structures include a Work Breakdown
Structure (what) and an Organizational Breakdown Structure
(who) or a combination of the two such as integrated process
teams. The reporting structure coding scheme may be significant
or non-significant in nature.
A reporting structure that is significant in nature indicates
that the next higher level in the reporting structure tree can
be determined by dropping one or more characters from the end
of the structure code.
A reporting structure that is non-significant in nature
indicates that the reporting structure uses a unique scheme of
coding at each level. The next higher level code in the
reporting structure tree cannot be determined by dropping one
or more characters from the end of the structure code.
TECHNICAL PERFORMANCE MEASUREMENT:
Technical performance measurements are used to quantify
specific design or functional objectives that a project must
meet to satisfy contract requirements. This can include such
statistical measurements as speed, range, reliability factors,
or other quantifiable product or process metrics. Technical
performance measurements also provide an early warning about
the adequacy of a design to satisfy critical technical
requirements of an end product.
OUT-YEAR:
Many contracts that will use the PROCST message to exchange
project cost information between a contractor and their
customer span many years. For a large production type of
contract, it can span 10, 20, or more years. For reporting
purposes, many times the cost data for future years are lumped
into specific period based groups such as quarters, semi-
annual, annual, or remainder of contract. These future year
period based groups are the out-year categories for the
contract. As the contract progresses, the future year period
groups are broken down into more detail to provide visibility
into past, current, and near-term effort, typically into
monthly reporting periods.
4. MESSAGE DEFINITION
4.1 Segment clarification
This section should be read in conjunction with the segment
table which indicates mandatory, conditional and repeating
requirements.
The header section for this message includes project unique
identifying details, general project information, details about
the parties exchanging data, and any related external files.
Information in the header section applies to the entire
message.
The detail section for this message includes the report format
and reporting element cost, technical performance measurement,
and funding data. The detail section is structured into three
levels of detail. The highest level of detail is the report
format and any associated out-year data compression details.
The second level of detail is the reporting structure element.
This reporting structure element can be further broken down
into a third level of detail, the cost elements. Budget, earned
value, actual, estimate to complete data, and technical
performance measurement data can be conveyed at the reporting
structure element level (level two), at the cost element level
within a reporting structure element (level three), or both.
The summary section provides an optional control total segment
for checking purposes.
4.1.1 Header section
Information to be provided in the Header section:
0010 UNH, Message header
A service segment starting and uniquely identifying a message.
The message type code for the Project cost reporting message is
PROCST.
Note: Project cost reporting messages conforming to this
document must contain the following data in segment UNH,
composite S009:
Data element 0065 PROCST
0052 D
0054 01C
0051 UN
0020 BGM, Beginning of message
A segment to identify a single project cost reporting document
category, its unique identifier, and specific message function.
0030 PRI, Price details
A segment to identify contract pricing details including the
monetary unit of measure for all monetary amounts in the
message.
0040 CUX, Currencies
A segment to identify the currencies relevant to all monetary
amounts in the message.
0050 ATT, Attribute
A segment to identify the contract type, program type, and
security level notation.
0060 MOA, Monetary amount
A segment to identify total contract monetary amounts such as
the negotiated cost, contract ceiling, and target price.
0070 PCD, Percentage details
A segment to identify total contract percentages such as target
fee or profit percentage or share ratio percentages when there
is a contract cost overrun.
0080 DTM, Date/time/period
A segment to identify total contract dates such as the contract
start date, last time delivery date, or contract completion
date.
0090 Segment group 1: RFF-IMD
A group of segments to provide information about the project,
and to identify unique reference numbers for the message along
with any related descriptions.
0100 RFF, Reference
A segment to identify reference numbers related to the
project such as a program, contract, contract addendum, or
contract data requirements list.
0110 IMD, Item description
A segment to provide a description of a reference number,
such as a program name or contract name.
0120 Segment group 2: QTY-IMD-CCI-ATT
A group of segments to provide information about the item under
contract such as how many items are being built or delivered, a
description, characteristics, and related attributes.
0130 QTY, Quantity
A segment to provide the quantity of item(s) being built or
delivered under a contract.
0140 IMD, Item description
A segment to provide a description of the item(s) being
built or delivered under a contract.
0150 CCI, Characteristic/class id
A segment to provide characteristic details for the item(s)
being built or delivered under a contract.
0160 ATT, Attribute
A segment to provide program type information such as
research and development phase or production phase for the
item(s) being built or delivered under a contract.
0170 Segment group 3: PNA-ADR-SG4
A group of segments to identify the parties relevant to the
entire message with related contact and communication
information.
0180 PNA, Party identification
A segment to provide message sender and receiver
information.
0190 ADR, Address
A segment to provide address information for each named
party.
0200 Segment group 4: CTA-COM-DTM
A group of segments to identify the contact, communication
numbers, and related dates for each named party.
0210 CTA, Contact information
A segment to provide an authorized representative or
contact person's name and department for each named
party.
0220 COM, Communication contact
A segment to identify the phone number, fax number, e-
mail, or other communication number for the contact
party.
0230 DTM, Date/time/period
A segment to identify dates associated with the
authorized representative such as approved and submission
dates.
0240 Segment group 5: EFI-CED-DTM
A group of segments to provide information about other
documents or files that related to the entire message such as
schedule, technical, text, or graphical files that provide
additional project reference or management control information.
Also provides details about the computing environment and
related dates if needed.
0250 EFI, External file link identification
A segment to identify a related file or message along with
details, such as the file name, file format, version, and
data format.
0260 CED, Computer environment details
A segment to describe the data processing environment used
to create the named file such as the name of the software
application, version and release.
0270 DTM, Date/time/period
A segment to provide the created, effective, processing, or
other date stamp for the named file.
4.1.2 Detail section
Information to be provided in the Detail section:
0280 Segment group 6: LIN-ATT-DTM-SG7-SG8
A group of segments to convey the report line item information
(level one) and reporting structure (level two) cost and hour
details. At the report line item level, provides segments to
identify which report format, contract funding and
appropriation notations, and period grouping details for
contracts that span many years. At the reporting structure
level, provides segments to identify additional information,
reference numbers, and cost and hour details.
0290 LIN, Line item
A segment used to identify the specific report line item and
format the data represents. Generally relates to specific
contractual data items required for the receiving customer.
May use an external code list to identify the reporting line
item, generally for a specific government entity.
0300 ATT, Attribute
A segment used at the report level to identify contract
funding and appropriation information specific to a given
report.
0310 DTM, Date/time/period
A segment used at the report level to provide specific
report start and stop dates or funds effective dates.
0320 Segment group 7: RFF-QTY-DTM-IMD
A group of segments used at the report level to describe the
out-year time frames used to condense time phased reporting
details for contracts that span many years.
0330 RFF, Reference
A segment to identify the out-year period reference
number.
0340 QTY, Quantity
A segment to identify the number of reporting periods
condensed into one out-year period reference.
0350 DTM, Date/time/period
A segment used to identify the span of dates condensed
into one out-year period reference.
0360 IMD, Item description
A segment to provide a description of the condensed out-
year period reference.
0370 Segment group 8: IDE-REL-IMD-RCS-CCI-RFF-DTM-STA-FTX-SG9-
SG10-SG11-SG12-SG13
A group of segments to provide reporting structure element
codes, relationship information, descriptions, conditions,
characteristics about the work item, other reference
numbers, dates, responsible person contact information,
statistical information, and associated costs and
quantities. Also describes the lower level cost element
details (level three) for each reporting structure along
with associated statistics, costs, and quantities.
0380 IDE, Identity
A segment to identify the type of reporting structure
such as a work breakdown or organizational breakdown, and
structure element code.
0390 REL, Relationship
A segment to identify the reporting structure element
code relationship details such as a significant or non-
significant reporting structure.
0400 IMD, Item description
A segment to provide a description for the reporting
structure code or to provide an item characteristic
reference.
0410 RCS, Requirements and conditions
A segment to provide condition information about the
reporting structure element, such as recurring, non-
recurring, add, and non-add.
0420 CCI, Characteristic/class id
A segment to provide information about a product or
assembly associated with a reporting structure element.
0430 RFF, Reference
A segment to provide reference numbers associated with a
reporting structure element, such as appropriation
number, contract line item number, or statement of work
number.
0440 DTM, Date/time/period
A segment to provide contract period and funding start
and stop dates.
0450 STA, Statistics
A segment to provide technical performance measurement
statistics associated with a reporting structure element.
0460 FTX, Free text
A segment to provide additional text for the reporting
structure element. Generally used to provide additional
details about baseline changes or problem resolution.
0470 Segment group 9: CTA-COM
A group of segments to provide a responsible person's
name and communication numbers for the reporting
structure element.
0480 CTA, Contact information
A segment to provide a responsible person's name and
department.
0490 COM, Communication contact
A segment to identify the phone number, fax number, e-
mail, or other communication number for the
responsible person.
0500 Segment group 10: MOA-DTM
A group of segments to provide monetary amounts
associated with a reporting structure element and any
related dates.
0510 MOA, Monetary amount
A segment to provide monetary amounts, such as budget,
earned value, actual, budget at complete, and estimate
at complete.
0520 DTM, Date/time/period
A segment to provide start and end dates for any time
phased monetary amounts.
0530 Segment group 11: QTY-DTM
A group of segments to provide quantities associated with
a reporting structure element and any related dates.
0540 QTY, Quantity
A segment to provide hour or working month quantities
such as budget, earned value, actual, budget at
complete, and estimate at complete.
0550 DTM, Date/time/period
A segment to provide start and end dates for any time
phased quantity.
0560 Segment group 12: PCD-DTM
A group of segments to provide percentages associated
with a reporting structure element and any related dates.
0570 PCD, Percentage details
A segment to provide percentages such as technical
performance measurement metrics or cost fees.
0580 DTM, Date/time/period
A segment to provide start and end dates for any time
based percentages.
0590 Segment group 13: CAV-PRC-IMD-RFF-DTM-STA-SG14-SG15-SG16
A group of segments to identify cost element details
associated with a reporting structure element. Provides
segments to describe the cost element and associated
statistics, costs, and quantities.
0600 CAV, Characteristic value
A segment to provide a characteristic value of a cost
element in coded form such as labor, material, other
direct costs, or subcontract costs. Can be adapted to
identify standard cost elements for any given industry
sector.
0610 PRC, Process identification
A segment to identify a specific functional process,
such as engineering or manufacturing.
0620 IMD, Item description
A segment to provide a description of the cost
element.
0630 RFF, Reference
A segment to provide reference numbers for the cost
element, such as a cost account or work package
number.
0640 DTM, Date/time/period
A segment to provide start and stop dates for the cost
element.
0650 STA, Statistics
A segment to provide technical performance measurement
statistics associated with a cost element.
0660 Segment group 14: MOA-DTM
A group of segments to provide monetary amounts
associated with a cost element and any related dates.
0670 MOA, Monetary amount
A segment to provide monetary amounts, such as
budget, earned value, actual, budget at complete,
and estimate at complete.
0680 DTM, Date/time/period
A segment to provide start and end dates for any
time phased monetary amounts.
0690 Segment group 15: QTY-DTM
A group of segments to provide quantities associated
with a cost element and any related dates.
0700 QTY, Quantity
A segment to provide hour or working month
quantities, such as budget, earned value, actual,
budget at complete, and estimate at complete.
0710 DTM, Date/time/period
A segment to provide start and end dates for any
time phased quantity.
0720 Segment group 16: PCD-DTM
A group of segments to provide percentages associated
with a cost element and any related dates.
0730 PCD, Percentage details
A segment to provide percentages such as technical
performance measurement metrics or cost fees.
0740 DTM, Date/time/period
A segment to provide start and end dates for any
time based percentages.
4.1.3 Summary section
Information to be provided in the Summary section:
0750 CNT, Control total
A segment to provide control totals for the message, such as
the total number of reporting structure elements.
0760 UNT, Message trailer
A service segment ending a message, giving the total number of
segments in the message (including the UNH & UNT) and the
control reference number of the message.
4.2 Segment index (alphabetical sequence by tag)
ADR Address
ATT Attribute
BGM Beginning of message
CAV Characteristic value
CCI Characteristic/class id
CED Computer environment details
CNT Control total
COM Communication contact
CTA Contact information
CUX Currencies
DTM Date/time/period
EFI External file link identification
FTX Free text
IDE Identity
IMD Item description
LIN Line item
MOA Monetary amount
PCD Percentage details
PNA Party identification
PRC Process identification
PRI Price details
QTY Quantity
RCS Requirements and conditions
REL Relationship
RFF Reference
STA Statistics
UNH Message header
UNT Message trailer
4.3 Message structure
4.3.1 Segment table
Pos Tag Name S R
HEADER SECTION
0010 UNH Message header M 1
0020 BGM Beginning of message M 1
0030 PRI Price details C 1
0040 CUX Currencies C 1
0050 ATT Attribute C 99
0060 MOA Monetary amount C 99
0070 PCD Percentage details C 99
0080 DTM Date/time/period C 99
0090 ----- Segment group 1 ------------------ C 99----------+
0100 RFF Reference M 1 |
0110 IMD Item description C 9-----------+
0120 ----- Segment group 2 ------------------ C 99----------+
0130 QTY Quantity M 1 |
0140 IMD Item description C 1 |
0150 CCI Characteristic/class id C 1 |
0160 ATT Attribute C 9-----------+
0170 ----- Segment group 3 ------------------ C 99----------+
0180 PNA Party identification M 1 |
0190 ADR Address C 1 |
|
0200 ----- Segment group 4 ------------------ C 9----------+|
0210 CTA Contact information M 1 ||
0220 COM Communication contact C 9 ||
0230 DTM Date/time/period C 9----------++
0240 ----- Segment group 5 ------------------ C 99----------+
0250 EFI External file link identification M 1 |
0260 CED Computer environment details C 1 |
0270 DTM Date/time/period C 1-----------+
DETAIL SECTION
0280 ----- Segment group 6 ------------------ M 99----------+
0290 LIN Line item M 1 |
0300 ATT Attribute C 9 |
0310 DTM Date/time/period C 9 |
|
0320 ----- Segment group 7 ------------------ C 9----------+|
0330 RFF Reference M 1 ||
0340 QTY Quantity C 1 ||
0350 DTM Date/time/period C 1 ||
0360 IMD Item description C 1----------+|
|
0370 ----- Segment group 8 ------------------ C 9999-------+|
0380 IDE Identity M 1 ||
0390 REL Relationship C 1 ||
0400 IMD Item description C 1 ||
0410 RCS Requirements and conditions C 9 ||
0420 CCI Characteristic/class id C 9 ||
0430 RFF Reference C 9 ||
0440 DTM Date/time/period C 9 ||
0450 STA Statistics C 99 ||
0460 FTX Free text C 99 ||
||
0470 ----- Segment group 9 ------------------ C 9---------+||
0480 CTA Contact information M 1 |||
0490 COM Communication contact C 9---------+||
||
0500 ----- Segment group 10 ------------------ C 99--------+||
0510 MOA Monetary amount M 1 |||
0520 DTM Date/time/period C 9---------+||
||
0530 ----- Segment group 11 ------------------ C 99--------+||
0540 QTY Quantity M 1 |||
0550 DTM Date/time/period C 9---------+||
||
0560 ----- Segment group 12 ------------------ C 99--------+||
0570 PCD Percentage details M 1 |||
0580 DTM Date/time/period C 9---------+||
||
0590 ----- Segment group 13 ------------------ C 999-------+||
0600 CAV Characteristic value M 1 |||
0610 PRC Process identification C 1 |||
0620 IMD Item description C 1 |||
0630 RFF Reference C 9 |||
0640 DTM Date/time/period C 9 |||
0650 STA Statistics C 99 |||
|||
0660 ----- Segment group 14 ------------------ C 99-------+|||
0670 MOA Monetary amount M 1 ||||
0680 DTM Date/time/period C 9--------+|||
|||
0690 ----- Segment group 15 ------------------ C 99-------+|||
0700 QTY Quantity M 1 ||||
0710 DTM Date/time/period C 9--------+|||
|||
0720 ----- Segment group 16 ------------------ C 99-------+|||
0730 PCD Percentage details M 1 ||||
0740 DTM Date/time/period C 9--------++++
SUMMARY SECTION
0750 CNT Control total C 9
0760 UNT Message trailer M 1
Copyright United Nations, all rights reserved
UN Economic Commission for Europe
Palais des Nations, CH-1211 Geneva 10, Switzerland
Tel: +41-22 917 2016 Fax: +41-22 917 0037 E-mail: TradeMaster@unece.org
UN/EDIFACT Directories