What must be set up to begin creating PSA Opportunities and Projects?

To begin creating PSA Opportunities and Projects, setting up Resource Planning Groups (RPGs) is crucial. RPGs serve as key organizational structures within the Professional Services Automation (PSA) system, allowing for the effective categorization and management of resources based on certain criteria, such as skills, availability, or project requirements.

When RPGs are configured, they enable project managers and team members to assign the appropriate resources to various opportunities and projects. This ensures that the right skill sets are allocated to the right tasks, which improves project execution and overall efficiency. Without properly defined RPGs, the creation and management of Opportunities and Projects could be hindered, as there would be uncertainty about resource availability and capabilities.

The other options, while important to the overall functionality and user experience within the PSA system, do not directly impact the initial creation of Opportunities and Projects. Setting up User Roles and establishing Permission Groups relate more to access and security, while defining Resource Restrictions focuses on limitations rather than the foundational structure needed for managing project resources effectively.