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Schedule Board Summary Row - How can it be removed?

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Posted on by matt_piper

I've searched all over but can't find a solution... can someone please explain how I can remove the 'summary row' in the Schedule Board Gantt view (Daily, Weekly and Monthly views) please? It takes up valuable screen real estate and for my current project, provides little to no value:

Users would benefit far more from just seeing the bookings for each resource, in the same way that they do using the hourly view. As the board fills up with bookings all resources will need to be expanded, just to see the bookings allocated to each.

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Tom_Gioielli 2,710 Super User 2025 Season 2 on at

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Schedule Board Summary Row - How can it be removed?

Unfortunately, I'm not aware of a way to disable the summary with an Out of Box Schedule board view. The idea behind viewing bookings in a weekly/monthly view is to understand the overall resourcing and assigning for a resource, as opposed to a granular level of detail (which you should be using the daily/hourly view).

Would it help if you did the following? Set your schedule board to Daily and then go into the settings and update it to show 30 days or something at a time. Then zoom out. This should cut out the summary but still show items for the next month?

Otherwise, you are looking at a custom web resource for the schedule board.

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matt_piper 14 on at

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Schedule Board Summary Row - How can it be removed?

Thanks for the reply @Tom_Gioielli,

Unfortunately, the summary is there on the daily view as well.

Never mind and thanks again.

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SM-05111554-0 10 on at

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Schedule Board Summary Row - How can it be removed?

@Tom_Gioielli Are you able to provide more details on how this would be achieved with a custom web resource for the schedule board?

Thanks

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Tom_Gioielli 2,710 Super User 2025 Season 2 on at

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Schedule Board Summary Row - How can it be removed?

@SM-05111554-0 The Schedule Board as we see it in Field Service is basically one huge custom web resource. It uses the underlying records (called Schedule Board Settings I think) to render and provide the behavior that you see on the board for each tab.

There is nothing stopping someone from creating their own custom web resource that mimics the functionality they want (drag and drop for example) while being able to customize other aspects. I will say that this is not necessarily a small undertaking, and there are a lot of advanced scheduling features that would be extremely difficult to mimic when starting from scratch.

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