2026 · 03 · 25
Subsidiaries — multi-entity modeling
Filter and assign contracts, opportunities, and budget targets by subsidiary. One organization, many books.
For finance teams running multiple legal entities under one parent, every number should be filterable by subsidiary without spinning up parallel tenants. This release introduces a subsidiary primitive that runs across the product.
Added
- Subsidiary management at
/settings/subsidiaries. Create, rename, archive. - Subsidiary filter chip in Manifest contracts, renewals, pipeline, and Compass forecast. Selection persists locally per operator.
- Subsidiary assignment on contracts and opportunities, with same-organization integrity enforced at the database level.
- Budget targets can be subsidiary-scoped.
Subsidiaries is a Pro feature. Organizations with no subsidiaries see no filter; the chip appears only once a subsidiary exists.