Projects and MDR settings

Module: reference (Projects) and dms_reference (the MDR settings). Everything that has to be configured per project before documents can be imported, uploaded and routed.

How this page was verified

Written from master on 2026-09-06 and compared with the big five the same day. No earlier page existed.

The project row

Reference, Projects (projects.php, form ref_projects_form.htm) creates and edits ts_projects. The form asks for:

Field	Column	Notes
Project Code	project_code	validated for uniqueness (cmd=validateProjectCode); read-only after creation
Contract No	project_contract_no
Project Name, Description	project_name, project_desc
Start Date, Completion Date	project_start, project_complete_date
Owner company	owner_id	the label is project_company_internal_label, default "Main Company"
External company	company_id	the label is project_company_external_label, default "Third Party"
MDR Matrix Type	matrix_type	issued_status (default), transmission_type or doc_number. Column added March 2025.
Project Status	project_status
Batch Routing	batch_routing	1 moves the DocCon (D) sign-off into the External Transmission flow, see Action Indicated

Columns the form does not show but code still reads: mdr_row_as_value_start (set from the MDR settings screen below), project_east_java (the legacy folder-shape integer, kept for Medco's Auto Folder Creation seed), project_numbering and project_numdetail (per-project document numbering, edited through cmd=docnum and act=edit_docnum), client_id, account_type_id, project_dav_path.

Deleting a project goes through cmd=validateDeleteProject first, which refuses when documents exist.

What each setting feeds

Setting	Read by
matrix_type	Import MDR, through getProjectMdrMatrixType(); decides how the User Matrix block is shaped
mdr_row_as_value_start and the MDR template settings	Import MDR, first data row and column mapping
the file name setting	Upload, which parses number, revision and title from the filename
issued statuses and progress gates	Upload (review durations, next expected), the MDR progress and the Plan Date columns
owner_id and the two company labels	the sign-off form's Next Expected gating, see Users and Privileges
batch_routing	the D sign-off path
the transmittal default folders	Upload Transmittal and Return, which file their correspondence rows there

MDR template settings

DMS Reference, Multi Project Setting (multi_project_setting.inc.php with its form and post handlers) is where the MDR spreadsheet layout is defined, per project, and copied between projects.

Action	What it does
mdrSettingList, mdrSettingSave	which columns of the catalog ts_mdr_column the project uses, with a custom caption and an import flag, stored in ts_mdr_template_setting (project_id, mdr_column_id, col_custom, is_import)
mdrSettingDefault	reset to the default column set
mdrSettingDownloadCurrent, mdrSettingDownloadDefault	download the Excel template built from the settings, with PhpSpreadsheet
mdrSettingColumnCopy, mdrSettingColumnCopyProjectList	copy one project's settings to others
mdrColumnCustomAZList	the custom column letters
fileNameSettingList, fileNameSettingSave, fileNameSettingDefault	the filename scheme in ts_file_name_setting (file_name_setting_project_id, file_name_setting_data, file_name_setting_separator, file_name_preview)

The screen also writes ts_projects.mdr_row_as_value_start, the row where data starts in the template.

ts_mdr_column is the catalog: name, data_type, doc_master_related_column (which ts_documents_master column it maps to), sample_data, defaults, is_custom, and the cell geometry (colspan, rowspan, width, align, valign, rotation) used when the template is written.

Issued statuses and progress gates

Both are generic reference editors bound through MODULE_REFERENCE_TABLE_CONFIG in src/basic/Base.php:

Screen	Table	Columns
DMS Reference, Issued Status (issued.php)	ts_issued_status	issued_no, issued_code, issued_desc, percentage, issued_rev, project_id, company_code, gate_code, issued_matrix (internal or external)
DMS Reference, Progress Gate (progress_gate.php)	ts_progress_gate	sequence, gate_code, percentage, project_id, submission_progress
DMS Reference, Review Time (workingdays.php)	working days per issued status	review durations

An issued status is the unit the whole MDR progress is measured in: each one has a percentage, belongs to a gate, and says whether the matrix at that stage is internal or external. Master's Plan Date columns are one per issued status.

Transmittal default folders

Where an incoming Transmittal Sheet and an outgoing Transmittal Out are filed is a per-project choice in Reference, Library Index (corrindex.php): ts_incoming_transmittal_default_folder and ts_outgoing_transmittal_default_folder, each project_id plus library_id. Added June 2026. The transin and transout templates in projects.php are commented out; the settings moved to the index screen.

Database tables

Table	Written by
ts_projects	Projects form, docnum, Multi Project Setting
ts_mdr_template_setting, ts_file_name_setting	Multi Project Setting
ts_mdr_column	seed only; the catalog is not edited in the UI
ts_issued_status, ts_progress_gate	their reference screens
ts_incoming_transmittal_default_folder, ts_outgoing_transmittal_default_folder	Library Index
ts_map_doc_lib_project, ts_corr_library	folder trees created per project

Gotchas

• Change the matrix type only on an empty project. Import MDR shapes the matrix from it; documents imported under one type do not re-shape.
• The filename scheme is a contract with the client. Upload rejects every file that does not parse. Set it before the first upload and do not change it mid-project.
• mdr_row_as_value_start is easy to get wrong. One row off and Import MDR reads the header line as a document.
• The two company labels are display strings that gate logic. Renaming them without updating stored organization_name values breaks Next Expected. See the known issue.

Instance differences

Checked on 2026-09-06.

Instance	Difference
Jadestone	Related projects: a ts_projects_relations table (June 2026) and val_project_related_ids on the form, so one project can be linked to others. Also writes ts_adms_projects.
Timas	The same related-projects fields on the form. No matrix_type column; the matrix type is fixed. Writes ts_corr_library from the project form.
JOTRE	Adds a progress gate grouping list to the project form (val_pgate_grouping_list). Writes ts_corr_library from the project form.
Medco	Has a separate DMS Reference screen for the file name setting (file_name_setting.php) next to the multi-project one.

Related

• Import MDR, Upload: the consumers of these settings.
• inweb_config: the installation-wide settings, as opposed to these per-project ones.