Systems and methods for interfacing between a sales management system and a project planning system

A system for interfacing between a sales management system and a project planning system, comprising:

• a server including one or more processors and memory configured to:
• parse, by a schedule engine executing on one or more processors of a server, a first data record including a sales order to identify a first product and a second product of the sales order, the first data record received by an interface executing on the server and from the sales management system, wherein:
• the first product includes a first project task and a second project task;
• and
• the second product includes a third project task, and at least one of a labor product, a parts product, and an agreements product;
• generate, by the schedule engine, a first schedule task corresponding to the first project task, and a second schedule task corresponding to the second project task;
• determine, by the schedule engine, a first order of performance between the first schedule task and the second schedule task;
• create, by the schedule engine, a first schedule phase having the first schedule task and the second schedule task combined based on the first order of performance;
• generate, by the schedule engine, a second schedule phase with a third schedule task corresponding to the third project task and the at least one of the labor product, the parts product, and the agreements product;
• determine, by the schedule engine, a second order of performance between the first schedule phase and the second schedule phase;
• create, by the schedule engine, a schedule component stored in a second data record having the first schedule phase and the second schedule phase based on the second order of performance;
• and
• transmit, by the interface, the second data record storing the schedule component to the project planning system for delivery of the sales order.