This release is fully backwards compatible. Update to use it if the features are useful to you, or stick with a previous v5-X-X release, either is an acceptable submission.

Minor Changes:

• Changed max length of calendar_name in DS04, DS06, DS19, DS20, DS22 from 50 characters to 1000 characters
• Added DS05.type to the primary key for the DS. This allows you to provide multiple rows per pair of related tasks, allowing multiple relationships. In particular, this was changed to support having both a SS and a FF relationship between two tasks. DIQ 1050236 which enforces this primary key uniqueness will be updated to support this.

Description-only changes (no change in requirements or specification):

• Clarified description of DS09.hours_delta from "Total increase or decrease in CA WBS budgeted number of hours authorized by the change request." to "Total increase or decrease in budgeted number of hours authorized by the change request. Represents the summation of the transactions detailed in DS10 CC_log_detail."
• Clarified description of DS09.dollars_delta from "Total increase or decrease in CA WBS budgeted dollars authorized by the change request." to "Total increase or decrease in budgeted dollars authorized by the change request. Represents the summation of the transactions detailed in DS10 CC_log_detail."
• Clarified description of DS09.type from ""BCP type selection (per DOE EVMS glossary):\n• Funding \n • BCP \n • BCR" to "Change type selection (per DOE Project Management Lexicon of Terms):\n• Funding \n • BCP \n • BCR"
• Fixed description of DS10.NTE_dollars_delta to "NTE for DS10.AUW" instead of "NTE for DS10.AUW_dollars", which is not a field.
• Fixed various typos.
• Added the version number to the footer of the DID PDF, and consolidated the version history onto the first page

This release is fully backwards compatible. Update to use it if the features are useful to you, or stick with a previous v5-X-X release, either is an acceptable submission.

DS00 (Top level metadata)

• Added a field called "controlled_designation" that takes a string. You can use this to mark your JSON upload as UCNI, CUI, or whatever other marking is suitable. If your upload contains UCNI, please contact PARS Support before uploading. If you submit multiple JSON files, if any one of your files has this field populated, all data will be handled under that marking.

DS01

• BWC_ID now accepts any string. The preferred values are strings like "W.01.02" but this is not enforced.
• narrative has a maximum character count of 10,000 characters, up from 3,000.

DS03

• Updated descriptions for WBS_ID_CA and WBS_ID_WP for clarity.
• WBS_ID_WP is underlined, identifying it as a primary key field.

DS04

• RMT_ID now has a maximum length of 255 characters

DS07

• New, optional field called is_ACWP_at_CA. Set to "Y" or "N". "Y" indicates that ACWP is being reported at the control account level. This field must be populated in order for your data to correctly import into Empower if ACWP is reported at the control account level.

DS09

• risk_ID now has a maximum length of 255 characters

DS15

• risk_ID now has a maximum length of 255 characters

 

Thank you to Gary Troop at Encore Analytics and Mo Aboushousha at LANL for their contributions to this release. Got an idea for our next major or minor release? Submit your suggestions here.

• DS06.EOC is no longer a required field in the schema. Please note that providing an EOC is still expected for resources, but it is no longer required for roles.
• DS05 has a new, optional field called predecessor_subproject_ID. When uploading a multi-project upload, use this field alongside predecessor_task_ID to identify the unique predecessor task across multiple projects.

Major Changes

Substantial changes that alter fields, choices, etc, and will require adjustments to remain compliant with the schema

DS03

• On DS03.EOC, removed "overhead" from list of valid choices and replaced with "indirect".
• Added new string field DS03.is_indirect with description "Represents indirect costs only (Y or N)? N if record is direct costs only.\nOmit this field if costs include both direct and indirect costs." Field value may be "Y" or "N". Field is key. Field is not required.

DS06

• On DS06.EOC, removed "overhead" from list of valid choices and replaced with "indirect".
• Added new string field DS06.subproject_ID with description "Unique subproject identifier." Field has length between 1 and 50 characters. Field is key. Field is not required.

DS08

• Renamed DS08.budget_overhead_dollars to DS08.budget_indirect_dollars and changed description from "Total budget for EOC overhead (dollars)." to "Total budget for EOC indirect (dollars)."

DS17

• Removed choice of "overhead" for DS17.EOC
• Added new string field DS17.subproject_ID with description "Unique subproject identifier." Field has length between 1 and 50 characters. Field is key. Field is not required.

DS18

• Added new string field DS18.subproject_ID with description "Unique subproject identifier." Field has length between 1 and 50 characters. Field is key. Field is not required.

DS19

• Added new string field DS19.subproject_ID with description "Unique subproject identifier." Field has length between 1 and 50 characters. Field is key. Field is not required.

DS20

• Added new string field DS20.subproject_ID with description "Unique subproject identifier." Field has length between 1 and 50 characters. Field is key. Field is not required.

DS21

• Removed choice of "overhead" for DS21.EOC

DS22

• Added entirely new DS22 Dataset. Please see DID or schema for details.

Minor Changes

Changes to descriptions or fields that may not break compatibility but still may change the way data is calculated and provided

Overall

• Added DS22 to description
• Changed CPP_status_date description from "Contractor data-as-of-date." to "Contractor data-as-of-date, align with DS22."

DS01

• Changed DS01.WBS description from "This data set should be populated with the project's contractor WBS identifiers for the entire span of the project (not the contract).\n Provide the contractor WBS identifiers in a hierarchical structure from the project (not the contract) level to the CA WBS level and to the WP and PP WBS levels. The data set should include all WBS identifiers in all other DSs in the same format." to "This data set should be populated with the project's contractor WBS identifiers for the entire span of the project (not the contract).\n Provide the contractor WBS identifiers in a hierarchical structure from the project (not the contract) level to the CA WBS level and to the WP and PP WBS levels.\n The data set should include all WBS identifiers in all other DSs in the same format. The data should align with dollarized RAM identifying intersections of CA WBS and OBS types."
• Added "key": true designator to DS01.subproject_ID, marking it as a key field
• Changed DS01.exit_criteria description from "Criteria to determine completion of the WBS scope." to "Criteria to determine completion of the WBS scope. Required if DS01.type = CA or SLPP. Provide if available for DS01.type = WBS, WP, or PP."
• "Contractual basis: contract number, section(s), and paragraph(s)." to "Contractual basis: contract number, section(s), and paragraph(s). Align with DS07.K_ID."

DS03

• Changed DS03.EOC description from "EOC selection:\n • labor\n • material\n • subcontract\n • ODC\n • overhead (if overhead is utilized, other EOCs for the project should not include overhead)" to "EOC selection:\n • labor\n • material\n • subcontract\n • ODC\n • indirect (may be used after coordination with PM. To consist only of indirect costs.)"
• Changed DS03.EVT description from "EVT selection that should be aligned with DS04.EVT (explanations should go in DS03.justification_EVT): \n • A = LOE\n • B = weighted milestones (explain if utilized)\n • C = percent complete\n • D = units complete or for use in DS03 , discrete (combination of discrete DS03.EVT excluding A, J, K, M, or NA)\n • E = 50-50\n • F = 0-100\n • G = 100-0 (explain if utilized)\n • H = variation of 50-50 (explain if utilized)\n • J = apportioned (explain if utilized)\n • K = planning package (overrides where DS01.type = PP or SLPP)\n • L = assignment percent complete (explain if utilized)\n • M = calculated apportionment (explain if utilized)\n • N = steps (explain if utilized)\n • O = earned as spent (explain if utilized)\n • P = percent manual entry (explain if utilized)\n • NA = only for DS01.type = CA where ACWP is reported for the entire project.\n Discrete EVTs for metrics consists of B, C, D, E, F, G, H, L, N, O, P." to "EVT selection that should be aligned with DS04.EVT (provide explanations in DS03.justification_EVT): \n • A = LOE\n • B = weighted milestones (explain if utilized)\n • C = percent complete or for use in DS03, discrete (combination of discrete DS03.EVT excluding A, J, K, M, or NA)\n • D = units complete \n • E = 50-50\n • F = 0-100\n • G = 100-0 (explain if utilized)\n • H = variation of 50-50 (explain if utilized)\n • J = apportioned (explain if utilized)\n • K = planning package (overrides where DS01.type = PP or SLPP)\n • L = assignment percent complete (explain if utilized)\n • M = calculated apportionment (explain if utilized)\n • N = steps (explain if utilized)\n • O = earned as spent (explain if utilized)\n • P = percent manual entry (explain if utilized)\n • NA = only for DS01.type = CA where ACWP is reported for the entire project.\n Discrete EVTs for metrics consists of B, C, D, E, F, G, H, L, N, O, P.\nRequired if DS01.type = WP, PP, or SLPP."

DS04

• Changed DS04.type description from "Task type selection:\n • TD = task dependent. Task is scheduled using its task calendar.\n • RD = resource dependent. Task is scheduled using its resource calendar(s).\n • LOE = level of effort. Task duration by its dependent taks. Used for administration type tasks. Use should be limited. Likely DS04.EVT = A (level of effort) but could be different.\n • SM = start milestone. Tasks with 0 duration and no resources. \n • FM = finish milestone. Task with 0 duration and no resources. \n • WS = WBS summary. Task of aggregated tasks with common DS04.WBS_ID. Use should be limited." to "Task type selection:\n • TD = task dependent. Task is scheduled using its task calendar.\n • RD = resource dependent. Task is scheduled using its resource calendar(s).\n • LOE = level of effort. Task duration by its dependent taks. Used for administration type tasks. Use should be limited. Likely DS04.EVT = A (level of effort) but could be different. Should have a start-to-start and a finish-to-finish predecessor relationship to a discrete tasks(s).\n • SM = start milestone. Tasks with 0 duration and no resources. \n • FM = finish milestone. Task with 0 duration and no resources. \n • WS = WBS summary. Task of aggregated tasks with common DS04.WBS_ID. Use should be limited."
• Changed DS04.milestone_level description from "Milestone level selection for tasks that identify key milestones, deliverables, and control point dates (DS04.type = SM or FM).\nMilestone level should align with DS04.constraint_type as appropriate.\n • 1xx = DOE O 413.3B milestones. All 1xx are considered DS04.task_subtype = SVT, unless otherwise noted.\n\u200B\t • 100 = approve start project..." to "Milestone level selection for tasks that identify key milestones, deliverables, and control point dates (DS04.type = SM or FM).\nMilestone level should align with DS04.constraint_type as appropriate.\n • 1xx = DOE O 413.3B milestones. All 1xx are considered DS04.task_subtype = SVT, unless otherwise noted. Required milestones: All DOE Order 413.3B milestones and milestones 100,175, 180, 190, 195, 199.\n\u200B\t • 100 = approve start project..."
• Changed DS04.EVT description from "EVT selection that should be aligned with DS03.EVT (explanations should go in DS04.justification_EVT):\n • A = LOE\n • B = weighted milestones (explain if utilized)\n • C = percent complete\n • D = units complete or for use in DS03 only, discrete (combination of discrete DS03.EVT excluding A, J, K, M, or NA)\n • E = 50-50\n • F = 0-100\n • G = 100-0 (explain if utilized)\n • H = variation of 50-50 (explain if utilized)\n • J = apportioned (explain if utilized)\n • K = planning package (overrides where DS01.type = PP or SLPP)\n • L = assignment percent complete (explain if utilized)\n • M = calculated apportionment (explain if utilized)\n • N = steps (explain if utilized)\n • O = earned as spent (explain if utilized)\n • P = percent manual entry (explain if utilized)\n Discrete EVTs for metrics consists of B, C, D, E, F, G, H, L, N, O, P." to "EVT selection that should be aligned with DS03.EVT (explanations should go in DS04.justification_EVT):\n • A = LOE. Should have a start-to-start and a finish-to-finish predecessor relationship to a discrete task(s).\n • B = weighted milestones (explain if utilized)\n • C = percent complete or for use in DS03, discrete (combination of discrete DS03.EVT excluding A, J, K, M, or NA)\n • D = units complete\n • E = 50-50\n • F = 0-100\n • G = 100-0 (explain if utilized)\n • H = variation of 50-50 (explain if utilized)\n • J = apportioned (explain if utilized). Should have a start-to-start and a finish-to-finish predecessor relationship to a discrete task(s).\n • K = planning package (overrides where DS01.type = PP or SLPP)\n • L = assignment percent complete (explain if utilized)\n • M = calculated apportionment (explain if utilized). Should have a start-to-start and a finish-to-finish predecessor relationship to a discrete task(s).\n • N = steps (explain if utilized)\n • O = earned as spent (explain if utilized)\n • P = percent manual entry (explain if utilized)\n Discrete EVTs for metrics consists of B, C, D, E, F, G, H, L, N, O, P."
• Changed DS04.subproject_ID description from "Unique subproject identifier.\nTasks not in project scope should be associated with that task's primary project, not this project's primary project. This includes SVTs, tasks pre-CD-0, and tasks post DS04.milestone_level = 170, 175, or 180." to "Unique subproject identifier.\nTasks not in project scope should be associated with that task's primary project, not this project's primary project. This includes SVTs, tasks pre-CD-0, and tasks post DS04.milestone_level = 175."
• Added "key": true designator to DS04.subproject_ID, marking it as a key field

DS05

• Added "key": true designator to DS04.subproject_ID, marking it as a key field

DS06

• Changed DS06.EOC description from "EOC selection:\n • labor\n • material\n • subcontract \n • ODC\n • overhead (if overhead is utilized, other EOCs for the project should not include overhead)" to "EOC selection:\n • labor\n • material\n • subcontract \n • ODC\n • indirect (may be used after coordination with PM. To consist only of indirect costs)"

DS08

• Changed DS08.EVT description from "Provide if WBS_ID_WP is provided.\n EVT selection that should be aligned with DS03.EVT and DS04.EVT: \n • A = LOE\n • B = weighted milestones\n • C = percent complete\n • D = units complete or for use in DS03 only, discrete\n • E = 50-50\n • F = 0-100\n • G = 100-0\n • H = variation of 50-50\n • J = apportioned \n • K = planning package (overrides where DS01.type = PP or SLPP)\n • L = assignment percent complete\n • M = calculated apportionment\n • N = steps\n • O = earned as spent\n • P = percent manual entry\n • NA = only for DS01.type = CA where ACWP.\n Discrete EVTs for metrics consists of B, C, D, E, F, G, H, L, N, O, P." to "Provide if WBS_ID_WP is provided.\n EVT selection that should be aligned with DS03.EVT and DS04.EVT: \n • A = LOE\n • B = weighted milestones\n • C = percent complete or for use in DS03, discrete\n • D = units complete \n • E = 50-50\n • F = 0-100\n • G = 100-0\n • H = variation of 50-50\n • J = apportioned \n • K = planning package (overrides where DS01.type = PP or SLPP)\n • L = assignment percent complete\n • M = calculated apportionment\n • N = steps\n • O = earned as spent\n • P = percent manual entry\n Discrete EVTs for metrics consists of B, C, D, E, F, G, H, L, N, O, P."

DS17

• Changed DS17.EOC description from "EOC selection:\n • labor\n • material\n • subcontract\n • ODC\n • overhead (if utilized, other EOCs should not include overhead)" to "EOC selection:\n • labor\n • material\n • subcontract\n • ODC"

DS21

• Changed DS21.EOC description from "EOC selection:\n • labor\n • material\n • subcontract\n • ODC\n • overhead (if utilized, other EOCs should not include overhead)" to "EOC selection:\n • labor\n • material\n • subcontract\n • ODC"

Insignificant Changes

Typos, clarifications, and other tweaks

DS01

• Changed DS01.parent_WBS_ID description from "WBS identifier of the immediate hierarchical parent.\n Required unless level = 1." to "WBS identifier of the immediate hierarchical parent.\n Required unless DS01.level = 1."
• Changed DS01.OBS_ID description from "Unique contractor OBS identifier that should be aligned with the associated CA and DS02.OBS.\n If DS01.type is above the CA, the associated or higher level OBS identifier." to "Unique contractor OBS identifier that should be aligned with the associated CA and DS02.OBS.\n If DS01.type is above the CA, associate to the higher level OBS identifier."
• Changed DS01.WPM description from "WP manager.\n Required if and only if DS01.type is WP or PP.\n Format: [last name] space [first name] space [middle initial, optional]." to "WP manager.\n Required if DS01.type is WP or PP.\n Format: [last name] space [first name] space [middle initial, optional]."

DS03

• Changed DS03 top level description from "This data set should be populated with the project's contractor EVMS cost tool time-phased data for the entire span of the project (not the contract).\n Provide the contractor EVMS cost tool time-phased data at the WP and PP WBS level by EOC.\n The data should be provided at the WP, PP, and SLPP WBS levels only with one period_date/WBS/EOC record; however, provide at CA WBS level for only those CAs where ACWP (DS03.ACWPi_dollars and DS03.ACWPi_units) is reported for entire project." to "This data set should be populated with the project's contractor EVMS cost tool time-phased data for the entire span of the project (not the contract).\n Provide the contractor EVMS cost tool time-phased data at the WP and PP WBS level by EOC.\n The data should be provided at the WP, PP, and SLPP WBS levels only with one period_date/WBS_ID_WP/EOC record; however, provide at CA WBS level for only those CAs where ACWP (DS03.ACWPi_dollars and DS03.ACWPi_units) is reported for entire project."
• Changed DS03.EVT_J_to_WBS_ID description from "WBS_ID apportioned to, if DS03.EVT = J or M." to "DS03.WBS_ID_WP apportioned to, if DS03.EVT = J or M."
• Changed DS03.EVT_J_pct description from "Percent apportioned, if apportioned from another DS03.WBS_ID." to "Percent apportioned, if apportioned from another DS03.WBS_ID_WP."

DS04

• Changed DS04.WBS_ID description from "WP or PP or SLPP WBS identifier. Explain in DS04.justification_WBS_ID if DS01.type is not WP or PP." to "WP or PP or SLPP WBS identifier. Explain in DS04.justification_WBS if DS01.type is not WP or PP or SLPP."
• Changed DS04.justification_float_high description from "Justification narrative for high float, DS04.float_total.\n Not required if no justification narrative for high float." to "Justification narrative for high float, DS04.float_total_days."
• Changed DS04.justification_lag from "Justification narrative for lag relation with predecessor, DS05.lag_days <> 0.\n Not required if no justification narrative for lag relation with predecessor." to "Justification narrative for lag relation with predecessor, DS05.lag_days <> 0."
• Changed DS04.driving_path description from "Task is on the longest path or, for P6, is on the driving path (Y or N)." to "Task is on the longest path or on the driving path (Y or N)."
• Changed DS04.justification_constraint_hard description from "Justification narrative for hard constraint, DS04.constraint_type.\n Not required if no justification narrative for hard constraint." to "Justification narrative for hard constraint, DS04.constraint_type."
• Changed DS04.jusitification_constraint_soft description from "Justification narrative for soft constraint, DS04.constraint_type.\n Not required if no justification narrative for soft constraint." to "Justification narrative for soft constraint, DS04.constraint_type."
• Changed DS04.justification_constraint_secondary description from "Justification narrative for secondary start and finish constraints.\n Not required if no justification narrative for identification of secondary start and finish constraints." to "Description and justification narrative for secondary start and finish constraints."
• Changed DS04.HDV_CI_ID from "HDV-CI identifier.\nThe data should align with DS14.HDV_CI_ID.\n Not required if no HDV-CI identifier." to "HDV-CI identifier.\nThe data should align with DS14.HDV_CI_ID."

DS05

• Changed DS05.subproject_ID field from "Unique subproject identifier.\nTasks not in project scope should be associated with that task's primary project, not this project's primary project. This includes SVTs, tasks pre-CD-0, and tasks post DS04.milestone_level = 170, 175, or 180." to "Unique subproject identifier."

DS06

• Changed DS06.finish_date description from "Resource finish date.\nFor FC IMS, updated resource start or started date." to
  "Resource finish date.\nFor FC IMS, updated resource finish or finished date."
• Changed DS06.budget_dollars description from "Total budget (dollars)." to "Total budget (dollars) aligned with BCWS."
• Changed DS06.actual_dollars description from "Total actual (dollars)." to "Total actual (dollars) aligned with BCWP."
• Changed DS06.remaining_dollars description from "Total remaining (dollars)." to "Total remaining (dollars) aligned with ETC."
• Changed DS06.actual_units description from "Total budget (units).\nUnits of measure are specified in UOM field." to "Total actual (units) aligned with BCWP.\nUnits of measure are specified in UOM field.\n Note: This represents BCWP, not ACWP."
• Changed DS06.remaining_units description from "Total remaining (units).\nUnits of measure are specified in UOM field." to "Total remaining (units) aligned with ETC.\nUnits of measure are specified in UOM field."

DS08

• Changed DS08.WAD_ID description from "WAD identifier." to "Unique WAD identifier."
• Changed DS08.WBS_ID description from "CA or SLPP WBS level identifier." to "CA or SLPP WBS identifier."
• Changed DS08.WBS_ID_WP description from "WP or PP." to "WP or PP WBS identifier."

DS20

• Changed DS20.calendar_name description from "Calendar name.\n Align with DS19.calendar_name." to "Calendar name."

Substantial revisions for DS8-22. Incompatible with uploads created to previous schema versions that contain DS08, DS09, DS10, DS11, DS14, DS16, DS21, DS22.

Updated the key field to true in DS19.calendar_name and DS20.calendar_name and DS20.exception_date. This is used to draw underlines on the PDF DID identifying the fields which constitute the key for a unique row in that dataset. No impact to compatibility expected.