A Complete Guide to Creating a Pert Chart Template in Word

If you are involved in project management, chances are you have come across the term “Pert Chart” at some point. A Pert Chart, also known as a Program Evaluation and Review Technique Chart, is a visual representation of a project’s timeline and tasks. It helps project managers and team members understand the order of tasks, dependencies, and critical path. While there are various software tools available for creating Pert Charts, using a Pert Chart template in Microsoft Word can be an efficient and cost-effective solution. In this guide, we will walk you through the process of creating a Pert Chart template in Word.

Understanding the Basics of a Pert Chart

Before diving into creating your own Pert Chart template in Word, it is important to understand the basics of what a Pert Chart entails. A Pert Chart consists of nodes or boxes that represent individual tasks within a project. These nodes are connected by arrows that indicate the sequence or dependency between tasks. The length of each arrow represents the estimated duration of each task.

Setting Up Your Document

To create your own Pert Chart template in Word, start by opening a new document. You can choose to use either a blank document or download an existing template from Microsoft’s online library. Once you have your document open, it’s crucial to set up your page layout correctly.

Firstly, go to the “Page Layout” tab and set your preferred paper size and orientation. For most projects, an A4 size paper with landscape orientation works best to accommodate all the tasks on one page.

Next, adjust your margins accordingly to provide enough space for your chart elements. It is recommended to set equal margins on all sides for consistency.

Designing Your Pert Chart Template

Now that you have set up your document correctly let’s move on to designing your actual Pert Chart template in Word. Begin by creating the nodes for each task. You can use shapes, such as rectangles or circles, to represent the tasks. To add a shape, go to the “Insert” tab and select the desired shape from the “Shapes” dropdown menu.

Once you have added a shape, you can customize it by changing its color, size, and font. It is advisable to assign different colors or shades to different task categories or departments for better visual clarity.

To connect the tasks with arrows indicating their dependencies, use the “Line” tool from the “Shapes” menu. Click on the starting point of a task and drag it to the ending point of another task. Repeat this process for all connected tasks.

Adding Details and Formatting

To make your Pert Chart template more informative and visually appealing, consider adding additional details such as task names, start dates, end dates, and estimated durations.

You can add text boxes near each node to input these details. Simply go to the “Insert” tab and select “Text Box.” Click anywhere on your document to create a text box and type in your desired information.

To format your Pert Chart template further, you can experiment with font styles, sizes, colors, and alignment options. Ensure that your text is easily readable but not too overwhelming visually.


Creating a Pert Chart template in Word can be an effective way to visualize project timelines and tasks without relying on complex software tools. By understanding the basics of a Pert Chart, setting up your document correctly, designing your template with nodes and arrows, adding necessary details and formatting elements appropriately – you will be able to create an organized and professional-looking Pert Chart template in Word that will assist you in managing your projects efficiently.

This text was generated using a large language model, and select text has been reviewed and moderated for purposes such as readability.