How to clean up / reorganize your assets

How to clean up / reorganize your assets

Often, your RMM does not distinguish between physical servers and virtual servers or from regular laptops and power laptops, etc.. When that happens, your PSA asset types do not identify all the nuances necessary to create a precise budget.

In that case, you should reorganize your assets in Propel into (sub-)categories. Use the search bar and/or column filters to identify the assets to move, and then move them to a new category. Once moved, they will remain in the Virtual Server category on each subsequent PSA sync.

Say all servers are coming in Propel as "Physical Servers" and you want to split that into "Physical" and "Virtual" Servers. First identify the Virtual Servers by searching for something like “vmware” in the search bar. Then multi-select them and move them to the Virtual Server category using the Action menu as in that image below.


Of course, you could also do it the other way around. If most of your servers are Virtual Servers, then you should probably map the PSA "Server” type to the Propel “Virtual Server” category and then move out only the few remaining physical servers to its own category. That would result in fewer assets to move around.

Also note that any new asset added in the PSA will make its way into the PSA mapped category. So, every time you generate a budget for your client, make sure to take a quick look around to see if any new asset needs to be moved around to a better category.

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