> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://support.elevationadvisor.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Materials Overage Materials Overage compares what you bought for each job against what you budgeted on the proposal. It shows which projects went over, which materials did it, and whether the crew used more than planned or the price simply went up. **Who can see it:** Owner/Admin and Manager only. **To open it:** click **Reporting** in the menu, then **Materials Overage**. You can also click the **Materials Overage** tab at the top of the Command Center. ![Figure 1: Materials Overage, with the filters, thresholds, totals and the two overage tiles.](https://elevation-knowledgebase.s3.us-east-1.amazonaws.com/Reporting/Images/Materials_Overage_Top.png =1250x658) # Where the Numbers Come From * **Budget** is the materials on the accepted proposal: the quantity and the price at the time you sold the job. * **Actual** comes from the purchase orders recorded against each material on the Project Budget page. Purchase orders record a quantity, not what you paid. So actual dollars are the quantity bought times today's price in your Materials catalog. If the crew bought exactly what was planned but your supplier raised prices since the proposal, the material still shows dollars over. The drill-down labels those **Price Increase**, so you can tell them apart from real overuse. ||| No purchase orders, no actuals. If a project shows nothing over, check that its purchase orders have been entered before you assume it came in on budget. # Filters Narrow the page with **Year**, **Client**, **Project**, **Crew**, **Sales Rep**, **Category** and **Status**. Pick a client first and the Project and Crew lists narrow to that client. Year starts on the current year. * **Clear filters** puts everything back. * **Copy shareable link** copies a link to exactly what you're looking at. Whoever opens it still needs Owner/Admin or Manager access. # Overage Thresholds Not every overage is worth your time. A bag of fertilizer over plan isn't a problem; a pallet of pavers is. The thresholds decide what counts as a **significant** overage. A material is significantly over when either of these is true: * **Unit Threshold:** the quantity bought is over plan by at least this much. Enter it as a fraction, so 0.10 means 10% over. The default is 10%. * **Cost Threshold ($):** the dollars are over budget by more than this amount. The default is $200. A material that wasn't on the budget at all is significant once it costs more than the Cost Threshold. Click **Overage Thresholds** to open the panel, change either number and click **Save**. The thresholds apply to your whole company, and the page picks them up within a few seconds. ![Figure 2: Overage Thresholds, opened. This company flags a material at $200 over or 16% over on quantity.](https://elevation-knowledgebase.s3.us-east-1.amazonaws.com/Reporting/Images/Materials_Overage_Thresholds.png =520x124) # Materials Totals and the Top Tiles * **Total Material Budget:** the budgeted materials on your accepted proposals scheduled in the year you picked. * **Line Items:** how many material lines that budget is made of. * **Over Budget:** the total dollars over budget and the percent over. Only categories that actually went over are added up, so one category coming in under doesn't hide another that ran over. * **Times Over Budget:** how many materials were significantly over, and on how many projects. # Material Overage Cost by Project A red bar for each project showing the dollars over budget. Hover over a bar to see actual against budget. Click a bar to open that project's drill-down. ![Figure 3: Material Overage Cost by Project, with the Significant Overages table under it.](https://elevation-knowledgebase.s3.us-east-1.amazonaws.com/Reporting/Images/Materials_Overage_By_Project.png =1230x752) # Significant Overages by Project The table under the chart. It starts on **Significant Only**, the projects with at least one significant overage. Click **All Projects** to see everything. | **Column** | **What it means** | | ---- | ---- | | Project | The client and project | | Budgeted Cost | Materials on the proposal | | Est. Actual Cost | Purchase order quantities at today's catalog prices | | Categories Over $ | Dollars over, adding up only the categories that went over | | Variance % | Total actual against total budget. Negative means under budget overall | | Significant Overages | How many materials tripped a threshold | A project can be under budget overall and still have a category that ran well over. That's why **Categories Over $** and **Variance %** can point in different directions. Click any row to open the drill-down. # Job Materials Drill Down Everything about one project's materials. Across the top you'll see the **Threshold** in use, the **Sum Over Budget**, and **Significantly Over** with how many of the project's materials tripped a threshold. That box is green at 0, amber at 1 or 2, and red at 3 or more. ![Figure 4: Job Materials Drill Down at Category Level. A category can be under budget in dollars and still be Significantly Over, because one material in it ran over on quantity.](https://elevation-knowledgebase.s3.us-east-1.amazonaws.com/Reporting/Images/Materials_Overage_Drill_Down.png =1230x594) **Choose your view** * **Category Level** or **SKU Detail**: totals by category, or every material on its own. * **Show All Data** or **Significant Overages Only**. * **Section**: pick one work area from the proposal, or leave it on **All sections**. **Overage Amount by Section** charts the dollars over in each work area of the proposal. Click a bar to filter the tables to that section. **Category Level** shows **Budget Cost**, **Actual Cost**, **Over Budget Amount**, **Variance %** and a **Status** for each category: * **Significantly Over:** at least one material in it tripped a threshold. * **Price Increase:** it tripped a threshold, but the quantities are on plan. The dollars are over because catalog prices went up since the proposal. * **On Track:** nothing significant. **SKU Detail** shows each material with **Budget Qty**, **Actual Qty**, **Over Qty**, **$ Budgeted**, **$ Actual**, **$ Over** and **Variance %**. Click **Close** to put the drill-down away. # Export **Export Categories** downloads your material spending by category: total cost, total quantity, and how many proposals and line items each category shows up on. # Getting Numbers You Can Trust * Enter purchase orders as the materials are bought, not at the end of the job. * Keep your Materials catalog prices current. Actual dollars use today's prices, so a stale catalog hides real increases. * Set the thresholds to fit your work. If everything is flagged, raise them until the flags are the ones worth a phone call.