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Why can't I log in to Portfolio Financials and Capital Planning?

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 Note
This information is intended for accounts with the Portfolio Financials and Capital Planning products in Procore. 

Background

As of March 23, 2020, if you have access to Portfolio Financials and Capital Planning (formerly known as Honest Buildings) and attempt to log in from the original login page, you will be redirected to a new combined Procore login page.

This unified login experience allows users who are associated with both Portfolio Financials and Capital Planning and additional Procore products (such as Project Management) to access all Procore Web products available to them, without needing to log in separately. 

Answer

The following scenarios are possible:

  • If you previously set up a Procore password, you must use your Procore password to access all accounts and products (including Portfolio Financials and Capital Planning, formerly Honest Buildings).

  • If you have never set up a Procore password (for example, you have only used Portfolio Financials and Capital Planning, formerly Honest Buildings), you can use your original Honest Buildings credentials to log into Procore. There is no need to change your password or create a new one. However, if you are still having trouble logging, you can reset your password by clicking the link on the Procore login page.

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