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Summary
Account settings apply to all projects in your account. Under Account Administration, you can add members, roles, and business units to your account.
From the Identity and Security settings, you can set up single sign on to ConCntric to facilitate your access to the platform using your company's credentials.
From the Format Settings, you can add custom formats for estimate uploads to keep your cost estimates organized under UniFormat, MasterFormat, or any other classification you use.
You can also use the Public API to configure external data access and manipulation. Reach out to your customer support team for more help on Format Settings and Public API.
In the Cost Index Library, you can customize normalization indices to bring the past dollars into today's value, and adjust costs based on project location. In here, you can also customize the escalation indices which you use to forecast today's dollars into the future.
The attributes page allows you to add more attributes to the different components of ConCntric, this is your tool to include more information beyond what is available.
In the Markup Templates menu, you can create multiple markup templates to apply to uploaded estimates or value optioneering items. This saves you a lot of time, create once and use multiple times.
In the units of measure menu, you can add and customize the units you use in your uploaded estimates and the value optioneering items you create in ForeSite.
Whenever you create a new project, you specify an OmniClass classification for it. You do the same every time you create a component. If you use only a few of these, you can customize this list to keep your work consistent.
Using the MCP server, you can link ConCntric to an external AI agent that your company currently use.
Finally, the audit trail shows you a system-wide change history and activity logs. Find more help articles in the Help Center to learn more about each of these tools.
FAQ
How can I change the company logo?
If you have the appropriate permissions, click on your account, then Company Settings, and upload a new logo.












