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RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center
RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center

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Facility Management

Set Up Facilities

A list of actions to set up facilities in MinistryPlatform.

  • A SPoC should work with the appropriate facilities staff to complete the following tasks before using MinistryPlatform to reserve rooms and manage your facilities.

In the Platform, facilities are all the locations, buildings, and rooms associated with your organization. Locations can have multiple buildings, and buildings can have multiple rooms. You'll want to set up as many of these records as possible before you start creating events.

  1. Go to Facilities > Locations, and create all the necessary Location records.
  2. Go to Facilities > Buildings, and create all the necessary Building records.
  3. Go to Facilities > Rooms, and create all the necessary Room records, and set Bookable to Yes.
    Tip: Set as many as possible with Auto Approve to Yes.
  4. If needed, create Room Layout records under Facilities > Room Layouts.
  5. Create Equipment records under Facilities > Equipment, and set Bookable to Yes.
  6. Create or update Event Type records in the Lookup Values area.
  7. Create Service Type records under Lookup Values > Service Types.
  8. Create Event Services under Facilities > Event Services.
  9. Under Administration > Security Roles, assign the appropriate security roles:
    1. Ensure the correct users display under the Event Management Team security role.
    2. Ensure the correct users display under the Facilities Full Rights security role.
    3. Ensure that all users who should be able to add an event have this right from one of their security roles.
    4. Use the Impersonate Platform User tool to ensure specific people can see the pages, tabs, and reports they need.
  10. Under Administration > Processes, create or edit any necessary Processes. Set Active to Yes, and ensure that you assigned all steps to the correct people. The processes that already exist in your system are:
    • Equipment Reservations
    • Event Approval (this should already be active)
    • Event Service Requests
    • Room Reservations
  11. Create a few test events that represent normal event scenarios at your church.
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Last updated: August 10, 2026

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