Overview
A production entity (PE) represents a legal entity with its own Federal Employer Identification Number (FEIN) and associated bank accounts that is recognized by federal tax authorities.
In Wrapbook, you can set up and manage multiple production entities within your company, allowing you to maintain clear financial boundaries between different projects while keeping all your production management tools in one unified platform.
Production entities are available by request. To enable this feature for your company, contact your Customer Success Manager.
Access Production entities
Production entities are permission based
To access, your account must have one of the following roles enabled:
Role: Company Admin
Custom role with: General settings - Full access, Production entities - Full access, Manage
To access Production entities:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select All projects
In the left-side navigation, click Company settings
Next to Production entities, click the Manage button
By default, the details for your company will be listed as the primary PE.
Select All projects, click Company settings, then click the Manage button next to Production entities
Changing Production entities settings
Once Production entities are enabled for your company, any changes, including updating entity details or changing which projects are assigned to a specific production entity, must be made by your Wrapbook Customer Success Manager. To request a change, contact your CSM directly or reach out to Wrapbook Support.