X5 training

This half hour presentation is 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. It is a prerequisite for the 'X5 for costing creators' course below.

INTRODUCTION TO FEC

After viewing the FEC video, you may find the handout of the slides helpful:

• Introduction to FEC handout   

Please note that training videos should not be viewed via Remote Desktop, as this tends to cause sound and quality issues. Please also avoid viewing them in Chrome, as you may not be able to rewind/fast-forward when viewing them via this browser. If you have any other technical problems viewing them please email the X5 helpdesk.

This online course is a hands-on PC-based course with practical exercises. It is aimed at new administrators, research facilitators, finance officers or other departmental staff who will be creating costings in X5 and need an overview of the costing creation process. 

Training is divided into 9 modules, each consisting of a half hour training demonstration (found below), followed by an individual training activity to carry out in a training environment. You should allow 7-9 hours to watch all of the training videos and complete the activities for all modules, but this can be spread as you like over your booked week (please note the training environment gets wiped every weekend so training cannot be extended into another week).

Training for new costing creators is requested via the X5 User Access form, where a specific week can be requested for the user to complete the training in. The training team will then email a training invite to the user, along with the training activities and instructions that they will need. IMPORTANT: For new users requiring the role of Costing Creator in X5, this course is mandatory and user access to X5 will not be granted until the training invite has been accepted by the user. 

Where refresher training for existing users is required, please email the X5 training team if you would like to redo the training activities. The below training videos are available to view or re-watch at any time.

• Introduction – overview of course
• Module 1 – navigating and searching
• Module 2 – creating a project and costing
• Module 3 – costing overview and entering DA staff cost
• Module 4 – entering costing details: DI staff, student and equipment costs
• Module 5 – entering costing details: facilities, non-staff and external collaborator
• Module 6 – pricing and completing your costing
• Module 7 – reviewing and submitting your costing into workflow
• Module 8 – processing costings in the workflow
• Module 9 – creating award costings, review and further information

Please note that training videos should not be viewed via Remote Desktop, as this tends to cause sound and quality issues. Please also avoid viewing them in Chrome, as you may not be able to rewind/fast-forward when viewing them via this browser. If you have any other technical problems viewing them please email the X5 helpdesk.

An overview of the collaborative costing process can be found in the X5 collaborative costing information session video which was recorded in November 2020.

The video covers why we have internal collaborative costings, the process from start to finish, and what to do if you encounter problems.

You can also view the X5 collaborative costings overview  PowerPoint slides from the session. 

For more detail on the internal collaborative costings process – particularly the workflow side of things – please also refer to the X5 guide to collaborative costings