Add a shared item
Use this when the item belongs to the whole trip and should later be assigned to one participant.
- Click the Dashboard toolbar button, expand the Trip section and click on the Trips link
- Select the trip you want to work in.
- Open the Trip section again and select Shared items.
- Click the Add button with the plus icon. The Add Trip Shared Item form opens.
- Enter the shared item name. You can also fill category, notes, units, and value.
- Click Submit.
- Plantour saves the shared item in that trip and returns you to the Shared items list.
Update a shared item
Use this when the shared item already exists and you want to change its details.
- Open Trip > Shared items for the selected trip.
- Select the shared item you want to change so it is highlighted.
- Click the Update button with the pencil icon. The Edit Trip Shared Item form opens.
- Change fields such as name, category, notes, units, or value.
- Click Submit.
- Plantour saves the shared item and returns you to the list.
Changing who is responsible for a shared item is handled on the Shared items list itself, not in the add or update form. For the assignment workflow, continue with How does admin assign shared items?.
Delete a shared item
Use this when the trip no longer needs that shared responsibility.
- Open Trip > Shared items for the selected trip.
- Select the shared item you want to remove so it is highlighted.
- Click the Delete button with the trash icon.
- Confirm the deletion.
- Plantour removes the shared item from that trip.
If the item was already accepted by a participant, review the assignment state first. Shared items are tied to acceptance and assignment status, so deleting them is more sensitive than deleting a normal personal trip item.