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How do I log in to Portfolio Financials and Capital Planning?

The information in this FAQ applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 


You can log in to your Portfolio Financials and Capital Planning account any time by visiting the Procore login page and entering your email address and password.

If you are associated with multiple companies in Procore, you will need to select the company you want to view projects for after logging in. If a company is using Procore products other than Portfolio Financials and Capital Planning, such as Project Management, you will be taken to the appropriate product. You can also switch between products if necessary without having to log in on a separate page. See How do I switch between Portfolio Financials and Project Management toolkits in Procore?

After logging in to Portfolio Financials and Capital Planning, you will see the Dashboard, where you can click into any projects that you have access to. 

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