X5 training

Research Services offers two regular training courses for 'costing creators' in X5.

This monthly one-day session is a hands-on PC-based course with practical exercises.

It is a basic course aimed at new administrators, research facilitators, finance officers or other departmental staff who need to have an understanding of Full Economic Costs (FEC) and who will be creating costings in X5.

Topics:

  • cost components of directly incurred (DI), directly allocated (DA) and indirect costs under Full Economic Costs (FEC)
  • applying costs to research projects, and what different funders will pay under Full Economic Costs (FEC)
  • key features of X5, including collaborations (internal and external) and workflow
  • how to navigate and customise X5
  • how to create and edit different X5 costing types
  • how to add staff and non-staff costs
  • how to cost in different currencies and enter inflated/un-inflated costs
  • how to validate, submit and approve costings
  • how to run relevant reports
  • how to request new funders and new external collaborators

To book a place, please email X5 Training.

This monthly two-hour session is a hands-on PC-based course with practical exercises.

It is a masterclass aimed at administrators, research facilitators, finance officers or other departmental staff who need to understand the X5 collaborative costing process.

Topics:

  • the collaborative workflow structure of X5
  • what causes problems with collaborative costings
  • how problems can be identified and corrected

To book a place, please email X5 Training.

Training venue

All X5 courses take place at IT Services, 13 Banbury Road. All training rooms are air-conditioned and fully accessible. A link with directions will be emailed to all registered attendees prior to each course.

For one-day training courses, tokens will be provided for use with drinks vending machines during scheduled refreshment breaks and lunch breaks, but please bring change for any drinks required before the start of the course. For shorter training sessions, drinks tokens will be available for use at the start of the course.

Approvers, senior approvers and principal investigators

Training for costing approvers, principal investigators and senior approvers is available via an online screencast on approving costings.

Guides for PI and department approvers can be found in our quick reference guides section.

We encourage all approvers and senior approvers to watch these videos and read the guides before they start to use the X5 system. This also applies to any principal investigators who are going to provide approval on X5. People in these roles will receive their log in details via email as the costing creators in their department are trained.

If you have any technical problems viewing these videos please email the X5 Helpdesk.

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