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 a basic course 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, followed by an individual training activity to carry out in a training environment. The training videos are available to view at any time, but you will need to email X5 training to book a week in which to complete the individual training activities, which will be emailed to you upon booking. 

• 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.

We have put together an X5 Collaborative costings overview  PowerPoint presentation which will provide an overview of the costings process for internal collaborative projects, and highlight important things to remember when working as the lead department on internal collaborations. 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    .