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Using Project Manager Email for project activation notice

  • February 3, 2026
  • 6 replies
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dguild
Freshman I

I have an e-mail that triggers off a business event that tracks when a project is switched to Active status. 

I’m using this phrase in the Email Template “To:” line ((PMProject_ownerID!Email)) but it is not picking up the Project Manager we have selected as the OwnerID on the Projects (PM301000) screen. 

When I use this phrase in the body of the tempolate:  ((PMProject_ownerID_description)) I DO get the correct first and last name of the project manager.  But even using this phrase:  ((PMProject_ownerID_Email)) I still can’t pull the E-mail into the “To:” line. 

Do I just have the wrong syntax when trying to pull the Email address into the “To:” line??

Best answer by shushanna34

Hi ​@dguild ,

Can you please try to create GI and  Left join the PMProject with Contact based on PMProject.OwnerID =  Contact.ContactID

And in Resuld grid also add the email field

Then create the Business event using GI screeen instead of PMProject.
After this you can add the email field in Email Template.
This should work.

 

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David Guild

    6 replies

    nhatnghetinh
    Captain II
    Forum|alt.badge.img+14

    Hi ​@dguild 

    Try using "To: line" as shown below, or something similar.

    To:   ((PMProject.OwnerID.DefContactID.EMail))

     

    Best Regards,

    NNT

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    I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
      dguild
      Freshman I
      • dguild
      • Author
      • Freshman I
      • February 4, 2026

      Thanks!  Based on your suggestion I’ve tried  

      :   ((PMProject.OwnerID.DefContactID.EMail))

      :   ((PMProject.OwnerID_DefContactID_EMail))

      :   ((PMProject.OwnerID.ContactID.EMail))

      :   ((PMProject.OwnerID_DefContactID_EMail))

      :   ((PMProject.OwnerID_ContactID_EMail))

      :   ((PMProject.DefContactID.EMail))

      :   ((PMProject_DefContactID_EMail))

      ...but none have worked.  Any have another suggestion?

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      David Guild
      shushanna34
      Jr Varsity I
      Forum|alt.badge.img
      • shushanna34
      • Jr Varsity I
      • Answer
      • February 4, 2026

      Hi ​@dguild ,

      Can you please try to create GI and  Left join the PMProject with Contact based on PMProject.OwnerID =  Contact.ContactID

      And in Resuld grid also add the email field

      Then create the Business event using GI screeen instead of PMProject.
      After this you can add the email field in Email Template.
      This should work.

       

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      Shushanna - If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
        nhatnghetinh
        Captain II
        Forum|alt.badge.img+14

        Hi ​@dguild 

        Please try again with: ((Project.ApproverID.DefContactID.EMail))

         

        Best Regards,

        NNT

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        I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
          dguild
          Freshman I
          • dguild
          • Author
          • Freshman I
          • February 6, 2026

          Hi ​@dguild 

          Please try again with: ((Project.ApproverID.DefContactID.EMail))

           

          Best Regards,

          NNT

          This also didn’t work for me...but thanks for trying to help out!

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          David Guild
          dguild
          Freshman I
          • dguild
          • Author
          • Freshman I
          • February 6, 2026

          Hi ​@dguild ,

          Can you please try to create GI and  Left join the PMProject with Contact based on PMProject.OwnerID =  Contact.ContactID

          And in Resuld grid also add the email field

          Then create the Business event using GI screeen instead of PMProject.
          After this you can add the email field in Email Template.
          This should work.

           

          Yes!  I went with this!  I was so focused on using PMProject, that I didn’t even think about using a new GI.  Thanks!

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          David Guild
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