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multi entity management documentation index fetch the complete documentation index at https support govdash com llms txt use this file to discover all available pages before exploring further search ctrl k press ctrl k to open search multi entity management updated on may 15 2026 published on apr 15 2026 5 minute s read focus print copy page copy as markdown for llms view as markdown view the page as plain text open in chatgpt ask chatgpt about this page open in claude ask claude about this page article summary prev next opt in feature to configure multi entity management for your organization contact your govdash account manager or support govdash com to opt in to the feature overview multi entity management lets your organization model its corporate hierarchy directly inside govdash once your structure is defined every part of the platform reflects it opportunities are tagged to the right entity at intake pipeline views filter by team or subsidiary and reports can be scoped to a single division or rolled up to the parent level this feature is designed for alaskan native corporations ancs and native hawaiian organizations nhos managing multiple 8 a subsidiaries under a single corporate parent multi division prime contractors with separate bd accountability by business unit or vertical any govcon organization that tracks pipeline across more than one entity or reporting structure how it works multi entity management works in three layers structure pipeline reporting define your hierarchy parent org divisions subsidiaries and teams tag each opportunity to the right entity filter the pipeline by team or subsidiary to see only what is relevant generate reports scoped to one entity or rolled up across all of them executive and division views update automatically setting up your organizational structure before using team filters or entity level reports set up your organization structure in the corporate relationships diagram this is the foundational step that shapes how teams and business units operate across the entire platform note govdash supports any hierarchy depth an anc with six 8 a subsidiaries can add all six under the parent and each subsidiary can have its own sub teams below it provide us with your organizational structure share your parent organization and any relevant subsidiaries or divisions with your account manager or support govdash com our team will configure your structure in govdash for you ensuring everything is set up correctly and ready to use classify entities with labels add labels to each entity for a visual view in the hierarchy chart examples defense unit west coast cyber practice assign team members to each entity add the appropriate users to each entity if not already done users assigned to a subsidiary see that subsidiary s pipeline by default see roles for more information note on permissions access levels are additive a user assigned to two subsidiaries sees both a parent level user sees all entities in the organization filtering the pipeline by entity once your org structure is set up the pipeline view reflects it through the team filter each subsidiary or division appears as a named team in the filter dropdown so you can isolate any entity s opportunities in one click navigate to the pipeline go to the pipeline view from the main navigation by default you see all opportunities across your organization open the team filter in the pipeline toolbar click the team filter a dropdown appears listing all subsidiaries divisions and business units that have been configured in your org structure each entity is listed by the name you assigned it in the corporate relationships diagram select the entity you want to view click on a team or subsidiary to filter the pipeline to that entity the board updates to show only the opportunities tagged to that entity including counts total value and stage distribution this view makes it clear what that entity is pursuing and where each deal stands tip multiple entities can be selected at once to compare two subsidiaries side by side select both in the filter and the pipeline will show opportunities from both review the filtered board with a team selected the pipeline board shows only that entity s opportunities across all stages analysis intel solution ready for proposal and beyond counts and dollar values at the top of each stage column reflect only the selected entity this is the view division bd leads work from day to day identify and resolve duplicate pursuits when multiple entities are selected in the filter govdash surfaces opportunities where two subsidiaries are pursuing the same contract these appear as flagged duplicates in the board review them with your team to assign ownership to one entity before both invest capture resources furthermore you can enable the following toggle to only display opportunities that are shared amongst subsidiaries get notified notifications are automatically sent to members of the parent organization whenever a duplicate pursuit is added by multiple entities in app and by email ensuring you re always up to date with entity opportunity tracking reporting by entity govdash reports reflect your entity structure you can generate a report scoped to a single subsidiary or division or roll up to the parent level for a consolidated view across all entities open reports navigate to the reports section from the main navigation reports are organized by type pipeline summary win rate stage velocity and others depending on your account configuration filter by entity in any report use the entity or team filter to scope the data to a specific subsidiary or division the report recalculates instantly to show only that entity s opportunities wins losses and pipeline health division bd leads use this view to track performance against their own targets roll up to the parent level to see a consolidated view across all entities clear the entity filter or select the parent organization the rollup view aggregates pipeline win rate and stage data from all subsidiaries into a single report this is the view bd directors and executive leadership use for board level reporting and planning tip roll up reports pull live data there is no manual export or reconciliation step required when a subsidiary updates an opportunity the parent roll up reflects it immediately use reports across the full lifecycle multi entity management runs across all govdash modules capture pricer proposal and contracts reports in each module respect the same entity filter so you can compare subsidiary performance at any stage of the bd lifecycle not just in the pipeline view you can customize reporting views and what widgets you want displayed faq how many entities can an organization configure there is no set limit ancs with six or more active 8 a subsidiaries and large primes with many distinct business units can configure all of them in the same account can we detect when two subsidiaries are chasing the same contract yes when the team filter shows multiple entities and two subsidiaries are tagged to the same opportunity govdash flags it this surfaces the conflict before both teams invest capture resources where can i get additional assistance for questions about configuring multi entity management for your organization contact your govdash account manager or reach out via the in app chat to see the feature in action visit govdash com to book a demo was this article helpful yes no related articles govdash dashboard navigation getting started guides setting up your workspace adding opportunities to the pipeline knowledge base capture pipeline govdash s al platform assists government contractors with capture proposal development contract management more in one place product platform capture cloud proposal cloud contract cloud company about us blog careers login to govdash login connect with us contact support support govdash com