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Planview Customer Success Center

Databox Widgets

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Databox allows the set up of databoxes of different types:

•Databox Count displays the number of records returned by a search filter

•Databox Sum shows the total value of a selected field for records returned by a search filter.

After selecting a databox type, you must configure it:

•Name of the databox

•Type — select from the list the type of data to be covered

•Filter — determine the search filter to use by selecting or adding one

•Background determines the background colour for the databox depending on the value displayed. You can set a series of colors that apply to particular value ranges so the status of the displayed data is readily apparent.

The aim of each databox is to provide an overview of a situation at a particular time:

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You can click on a databox to view the data it represents (such as individual timesheets or deliverables).

Databoxes are pre-filtered based on the area of the system where they are deployed. Databoxes added to a Projects view are pre-filtered by the current selected project. On My Work they are pre-filtered by the individual and on the insights view by the projects returned by the project filter.