Cost Matching

Course Prerequisite

  • Please note that this course has the following prerequisites which must be completed before it can be accessed
  • Timesheets
  • Project 101

About Course

Discover how PX360 helps with budget tracking with the use of the Cost Matching feature and how mastering this will help you make smarter financial choices in the projects that you handle.

 

The course structure includes a mix of self-guided lectures, video presentations, and hands-on assignments. Learners will be able to access all the necessary course materials, additional resources, and online support to foster continuous learning.

What Will You Learn?

  • Understand how the Cost Matching works across PX360 and how it syncs from Xero.
  • Know the benefits of using the Cost Matching feature.
  • Identify the functional components of the Cost Matching Tab and the appropriate usage/purpose of each clickable element.
  • Understand when to best use the 4 Cost Matching options and how they should appear on the budget planning section of your project
  • Familiarise yourself with the necessary data needed for each available input fields of the 4 Cost Matching Options.
  • Familiarise with the most common issues encountered by Admin Staff when managing timesheets and the corresponding resolution/work around.
  • Apply the above mentioned learnings to real time projects.

Course Content

Matching Costs on PX360

  • Course Objective
  • Cost Matching Overview
  • Cost Matching in pictures
  • Benefits of Using the Cost Matching Function of PX360
  • Knowing the Cost Match Tab Clickable Elements

Cost Matching Options (Budget Allocate & Split Allocate)

Cost Matching Options (Approved Variation & Work Order)

Cost Matching Management

Common Issues and Troubleshooting

Quiz

About Us

“We saw a large disjoint between budgets, accounting systems and project management. This was especially evident in smaller organisations not geared for the large number of roles and company overheads.” – Tom – Creator/Director

Learn More

Free Site Phone App Available

Want to receive push notifications for all major on-site activities?

✕