Project Management Software for Banks | Tasks, Templates, and Cost Tracking

Projects Home

Projects are grouped by type. Choose a type and its projects are listed with the manager, when the project was last touched, how many tasks it holds, its target date, and how far along it is.

A project past its target date shows how many days late it is, and a project carrying overdue tasks is marked on the list. One filter narrows the list to those, and a date range and a search box narrow it further.

Grouped by the types you define
Project manager on every row
Percent complete from the tasks
Days past due counted for you
Overdue tasks called out per project
Search and date range on the list

Project Types

A project type is the category the work belongs to. Information Technology, Marketing, Operations, Branch Managers, whatever lines you run projects along. Every project is started from a type, and the type holds the settings the projects under it use.

Types are also where access is decided. The right to create and manage projects of a type is granted to users or to groups, so the marketing projects and the IT projects do not have to be open to the same people.

Types named the way you work
Rights granted per type
Assigned to users or to groups
Its own default search period
Follow-up notifications per type
Cost tracking per type

The Project Page

A project is a list of tasks. Each one has a status, the people responsible, a due date, and its own checklists. Tasks group under categories, so the work reads as phases rather than as one long list.

Add a task by typing its name and pressing Enter. Tasks can be put into the order the work actually happens, and the project's percent complete follows the tasks that are finished.

Attachments and comments sit on their own tabs beside the tasks, and the people on the project are shown on the project header.

Not Started, Started, Past Due, Complete
Categories to group the phases
One or more people on a task
Checklists inside a task
Pending, past due, and my tasks filters
Percent complete off the task list

The Task

Opening a task gives it a full description with formatting, a category, the people responsible, and its dates. Someone who is not a BNControl user can be named instead, for the work that belongs to a vendor or an examiner.

Started and completed are recorded as dates rather than as a state, so how long a task took is on the record. Checklists break the task into steps and can be copied from another task on the same project.

Comments are timestamped and attributed to whoever wrote them, and attachments can go on the task itself rather than into the project's general file.

Formatted description and notes
Assignees from your user list
An outside name where it is needed
Due, started, and completed dates
Checklists copied between tasks
Comments and attachments per task

Templates

A project that comes around again is saved as a template. The tasks, their categories, their checklists, who is responsible, and the cost estimates are all kept, and the next project starts from them instead of from nothing.

Task due dates are stored as the number of days after the project starts, so a template run in March lands its deadlines in March. Templates are listed under their project type with a count beside each one, and a project is started from a template in a single step.

They get built for the work that repeats. Core conversions, branch openings, risk assessments, new product launches, and vendor onboarding.

Tasks, categories, and checklists kept
Due dates stored as day offsets
Manager and members carried over
Cost estimates carried over
Saved from a project you already ran
Progress reset for the next run

Cost Tracking

Cost tracking is switched on for the project types that need it. Each task then gets an estimated cost and an actual cost, and the difference between the two is worked out as the numbers are entered.

The project header adds up the estimate for the whole project, what has been spent against it, and the difference. At or under budget shows green and over budget shows red, on the task and on the project. Costs can be hidden while working, and the estimate, actual, and difference columns sort like any other.

Switched on per project type
Estimated and actual on each task
Difference calculated as you go
Totals rolled up to the project
Costs shown or hidden as needed

Project Tools

A project can be copied whole when the same work is being done again, printed as a PDF of the project and its tasks, or reordered so the list follows the sequence the work happens in.

Every project and task attachment can be pulled down as a single ZIP file, with a folder per task if that is easier to hand over. Change logs record what was altered and by whom. Locking a project marks it complete, records the completion date, sets it to one hundred percent, and stops further changes, and it can be unlocked again if something was missed.

Copy a project and its tasks
Print the project as a PDF
Reorder the task list
Every attachment as one ZIP
Change logs on the project
Lock to complete, unlock to reopen

Notifications

Email goes out when someone is added to a project as a member or a read-only member, and when someone is made the project manager.

Where a project type has follow-up notifications switched on, the people assigned to a task hear from BNControl a set number of business days before it is due, and again once it has passed. Each user decides in their own preferences whether they want them.

Sent when you are added to a project
Sent when you are made the manager
A set number of business days ahead
Sent again once a task is past due
Switched on per project type
Turned off per user in preferences

Reporting

The Projects report puts the tasks from any set of projects on one list. Choose the project types, a date range, and the people whose tasks you want, then narrow to pending tasks, completed tasks, or everything.

Columns cover the project, the category, the task, who it is assigned to, whether it is complete, and the dates it was due, started, and completed. Days to complete and days past due are worked out for you. Group the list by project or leave it flat, then export it to CSV, PDF, or a Meeting Package.

Filter by project type and by user
Pending, completed, or all tasks
Days to complete and days past due
Group by project or list it flat
Choose and arrange the columns
Export to CSV, PDF, or Meeting Package

Off the Spreadsheet

The task list, the person who owns each task, the steps inside it, and the files that go with it all sit on the project instead of in a workbook on a shared drive.

Work That Repeats

A conversion, an exam request, or a policy review is saved once as a template and started again with its tasks, its owners, and its deadlines already in place.

Progress Without Asking

Percent complete, overdue counts, and days to complete all come off the task list itself, so where a project stands is current without anyone compiling it.

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See BNControl for yourself. We'll show you the modules you're interested in and answer questions along the way.

Projects

Stay on top of projects the easy way.

Projects run as a list of tasks with owners, due dates, and checklists. Reusable templates for the work that repeats, and cost tracking where it applies.