Operate Inventory
Prerequisites
- Product permission
inventory.read. - ARM and Azure Resource Graph Reader access across the intended scope.
- Workload definitions for workload attribution.
- Cost Management Reader for the optional Cost tab.
Route
Open /inventory or a tab route: /inventory/grid, /inventory/overview, /inventory/location, /inventory/cost, /inventory/optimization, or /inventory/changes.
How to refresh inventory and recognize stale or partial data
- Select the connection and intended scope.
- Check Updated. A red stale marker appears when the saved inventory is more than six hours old.
- Select Refresh. First load never scans automatically.
- Wait for Resource Graph collection; the cache key is tenant, connection, and scope and remains until refreshed again.
- Review truncation and inaccessible-subscription warnings before interpreting totals.
Expected result: Resources, subscriptions, types, locations, resource groups, tags, SKUs, hygiene flags, and workload attribution populate.
Verification: Match the timestamp, selected connection/scope, total count, and partial warnings with Azure Resource Graph visibility.
How to search, filter, group, inspect, and export the Grid tab
- Open Grid.
- Combine text search with workload, type, location, subscription, resource group, tag, SKU, and hygiene facets.
- Use natural language when useful, but review the generated structured filter/query and matched set.
- Choose density, columns, sorting, or grouping.
- Open a resource to inspect available governance, assessment findings, cost, and workload attribution.
- Select individual rows for Export selection, or select Export for the current filtered/sorted view.
- Preserve the CSV with the displayed filters and collection timestamp.
Expected result: The CSV contains only the current visible/selected resource set.
Verification: The export toast reports the row count; compare it with the selected or filtered count and inspect a sample of rows.
How to use the Overview tab
- Open Overview after a current refresh.
- Review resource, type, subscription, and workload summaries.
- Use the summary to identify unexpected concentration or unattributed resources.
- Move to Grid with matching facets for resource-level inspection.
Expected result: Estate KPIs summarize the same cached resource set as Grid.
Verification: Cross-check total resources and selected breakdowns against Grid filters.
How to use the Location tab
- Open Location.
- Hover or select a region to inspect resource distribution.
- Compare region concentration with workload and resource-type context.
- Return to Grid and apply a location facet for the exact rows.
Expected result: The map highlights observed Azure locations and their resource counts.
Verification: Compare a selected region’s count with the same Grid location filter. Nonregional/global resources may not map geographically.
How to load and analyze the Cost tab
- Open Cost. Cost has a separate persistent cache and does not refresh with inventory.
- Select Load cost when no cost has been collected, or Refresh cost to re-run the trailing-30-day Cost Management query.
- Review total and rollups by subscription, type, location, resource group, or workload.
- Check unallocated/unmapped values and subscription query errors.
- Refresh cost when it predates the current inventory or decision.
Expected result: Available trailing-period cost is mapped to resources and rollups; missing data remains visible as incomplete rather than zero.
Verification: Check currency, period, fetched time, error count, and a sample against Cost Management.
How to review Optimization candidates safely
- Refresh Inventory, then open Optimization; this tab is cache-only.
- Review unattached disks, orphaned NICs, idle public IPs, and estimated savings.
- Open each resource and validate owner, workload, dependencies, activity, locks, backups, and actual cost in Azure.
- Route a reviewed candidate through the normal change process.
Expected result: Heuristic candidates are prioritized without deleting or resizing anything.
Verification: Confirm the condition in Azure and obtain owner approval. A heuristic flag is not deletion authorization.
How to capture and compare snapshots on Changes
- Refresh the intended scope.
- Open Changes and select Take snapshot.
- After the change window, refresh and take another snapshot.
- Review added, removed, and changed normalized fields against the baseline.
- Delete obsolete snapshots only when they are not needed for comparison.
Expected result: Snapshot drift shows differences between two observed states.
Verification: Validate a sample in Azure or Change Explorer. Inventory snapshots do not identify actors or intermediate events.
Safety and rollback
- Inventory is read-only; there is no Azure rollback operation.
- Resource Graph is eventually consistent and does not expose every data-plane object.
- Cost data lags usage and may be partial.
- Snapshot deletion removes local comparison data; preserve required evidence elsewhere.
- Use Tag Intelligence for controlled tag writes and Change Explorer for actor/time evidence.
Troubleshooting
| Symptom | Resolution |
|---|---|
| Never loaded | Select an ARM-capable connection and select Refresh inventory. |
| Resource missing | Check scope, Reader role, Resource Graph visibility, filters, and truncation. |
| Cost blank | Load/refresh cost and verify Cost Management Reader and billing availability. |
| Optimization stale | Refresh Inventory first. |
| Workload attribution wrong | Review workload definitions and overlaps. |
| Grid slow | Narrow by subscription/type and reduce grouping/columns. |