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2021 / 2027 Categorisation
Chart
2021-2027 financial details broken down by Fund / MS / programme / Policy objective / specific objective / Categorisation dimension
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Updated
May 17 2024
Views
115

2014 / 2020 Categorisation
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This file contains categorisation data from the ERDF/ESF/Cohesion Fund programmes and in particular it compares **PLANNED AMOUNTS TO IMPLEMENTED INVESTMENTS**.
The data will be updated regularly to reflect updated information transmitted.
***NEW*** 03/2020 - The Commission's COVID-19 response in 2020 involves encouraging reprogramming unallocated EU budget towards the COVID-19 health response and support to the economy, particularly through supporting SMEs and workers. Check out these data stories based on this dataset:
- HEALTH: https://cohesiondata.ec.europa.eu/stories/s/In-profile-cohesion-policy-improving-health-servic/qyuv-h9j2
- SMEs: https://cohesiondata.ec.europa.eu/stories/s/An-Economy-that-works-for-people-Cohesion-Policy-s/n4ee-2h83
***NEW*** 12/2018 - CLIMATE AND BIODIVERSITY TRACKING: In December 2018 the calculation of amounts planned, decided and spend on categorisation codes (weighted 100% and 40%) for climate tracking and biodiversity tracking were added to the dataset to allow full transparency on how investment under these tracking systems are progressing. Specially designed charts providing visualisations on these tracking systems are linked to the dataset below.
***NEW*** 12/2018 - OPERATIONS (projects) SELECTED: Also in December 2018 the number of operations (projects) linked to each categorisation value reported by priority axis is reflected in the dataset. In many cases programmes provide detailed categorisation information, reporting more than one intervention field code for a specific operation. While leading to more detailed thematic information it leads to multiple reporting of some operations.
TIMING AND FREQUENCY: The categorisation system implementation values are reported once a year by the 350+ programmes at end January. It is then published in this dataset towards the end of February. Thereafter the data is updated regularly to reflect the updated information transmitted by the programmes.
This dataset currently contains data to end-2016 and end- 2017. As the data is cumulative the **ANNUAL VALUES SHOULD NOT BE AGGREGATED *** but may be compared to see progress.
STRUCTURE OF DATASET:
The planned data is provided in tables one for each priority axis (investment pillar) of each programme. The categorisation systems is defined in Implementing Regulation 215/2014 with 8 dimensions in total - http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014R0215.
These dimension represent different ways of categorising the nature of the EU support (i.e. the intervention (activity) field, the form of finance, the territorial context, etc.).
In the programme documents only four4 dimensions were encoded for ERDF/ Cohesion Fund while five5 dimensions were encoded for ESF and can be found in the dataset. Data on three3 other dimensions is only provided in the implementation reports - Location, Economic Dimension, ERDF/CF Thematic Objective - and therefore there is no planned amount to compare.
In analysing the content of the dataset **THE DIFFERENT DIMENSIONS SHOULD BE ANALYSED SEPARATELY AS OTHERWISE DOUBLE COUNTING OF FINANCIAL AMOUNTS WILL OCCUR**.
This information note provides more detail on the categorisation system 2014-2020: http://ec.europa.eu/regional_policy/sources/docgener/informat/2014/guidance_categorisation_climate_en.pdf
ANALYSING THEMATIC CONTENT AND PROGRESS: A second dataset found here - https://cohesiondata.ec.europa.eu/EU-Level/ESIF-2014-2020-Categorisation-Crosscutting-Themes-/xns4-t7ym - provides a lookup table for understanding how the Commission uses the intervention field codes to look at cross cutting issues such as investments in "innovation", "enterprise support", etc. That "lookup" dataset also has the "climate change tracking" and "biodiversity tracking" weightings.
Tags No tags assigned
Updated
April 5 2024
Views
115

EU Level
Chart
This file contains categorisation data from the ERDF/ESF/Cohesion Fund programmes and in particular **COMPARES PLANNED AMOUNTS TO IMPLEMENTED VALUES**. The data will be updated regularly to reflect updated information transmitted. The implementation values are reported once a year by the 350+ programmes at end January. This dataset only contains data to end December 2016.

The planned data is provided in tables one for each priority axis (investment pillar) of each programme. The categorisation systems is defined in Implementing Regulation 215/2014 with 8 dimensions in total - http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014R0215.
These dimension represent different ways of categorising the nature of the EU support (i.e. the intervention (activity) field, the form of finance, the territorial context, etc.).
In the programme documents only 4 dimensions were encoded for ERDF/ Cohesion Fund while 5 dimensions were encoded for ESF and can be found in the dataset. Data on 3 other dimensions is only provided in the implementation reports - Location, Economic Dimension, ERDF/CF Thematic Objective - and therefore there is no planned amount to compare.

In analysing the content of the dataset **the different dimension should be analysed separately as otherwise double counting of the financial amounts will occur**.

A second dataset found here - https://cohesiondata.ec.europa.eu/EU-Level/ESIF-2014-2020-Categorisation-Crosscutting-Themes-/xns4-t7ym - provides a lookup table for understanding how the Commission uses the intervention field codes to look at cross cutting issues such as investments in "innovation", "enterprise support", etc. That lookup dataset also has the "climate change tracking" weightings and a similar weighting system for "biodiversity tracking".
Tags No tags assigned
Updated
April 5 2024
Views
115

2021 / 2027 Categorisation
Chart
2021-2027 financial details broken down by Fund / MS / programme / Policy objective / specific objective / Categorisation dimension
Tags No tags assigned
Updated
May 17 2024
Views
114

2014 / 2020
Chart
This dataset provides information on expected achievements (targets) set for selected common indicators defined for the each of the specific ESI funds and the decided (forecasts from selected projects) and implemented values.
The reference date for the annual reporting of progress by the programmes achievements is the end of each calendar year.
This dataset was extracted on **12 December 2017** and contains:
- Time series of the cumulative amounts reported annually for decided and implemented values (i.e. 2016 values include the 2015 values);
- To avoid double counting, the cumulative values from different years **should NOT be aggregated**;
- Allows comparison of the targets year on year (targets change with reallocation of financial resources);
- Allows comparison of decided (forecast) and implemented values with the targets set (allowing users to calculate the % rate of progress);
- For ESF / YEI only the implemented values are reported (no decided (forecast) values) and targets were not obligatory in each case.
For more information on the common indicator definitions used by each fund please go to the "Related Information" sections at the bottom of the fund specific pages.
Tags No tags assigned
Updated
December 14 2023
Views
114

2021 / 2027
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2021-2027 PA Overview of financial allocations by Policy objective and Fund
Tags No tags assigned
Updated
December 23 2022
Views
114

2014 / 2020
Chart
This dataset provides information on expected achievements (targets) set for selected common indicators defined for the each of the specific ESI funds and the decided (forecasts from selected projects) and implemented values.
The reference date for the annual reporting of progress by the programmes achievements is the end of each calendar year.
This dataset contains:
- Time series of the cumulative amounts reported annually for decided and implemented values (i.e. 2016 values include the 2015 values);
- To avoid double counting, the cumulative values from different years **should NOT be aggregated**;
- Allows comparison of the targets year on year (targets change with reallocation of financial resources);
- Allows comparison of decided (forecast) and implemented values with the targets set (allowing users to calculate the % rate of progress);
- For ESF / YEI only the implemented values are reported (no decided (forecast) values) and targets were not obligatory in each case.
For more information on the common indicator definitions used by each fund please go to the "Related Information" sections at the bottom of the fund specific pages.
The same data on the **programme specific indicators** (including output and result indicators) is available in this separate dataset: https://cohesiondata.ec.europa.eu/2014-2020-Indicators/ESIF-2014-2020-Achievement-Details-ERDF-CF-Program/3de9-gnka
Tags No tags assigned
Updated
December 14 2023
Views
113

2021 / 2027 Categorisation
Chart
2021-2027 financial details broken down by Fund / MS / programme / Policy objective / specific objective / Categorisation dimension
Tags No tags assigned
Updated
May 17 2024
Views
113

2014 / 2020
Chart
This data set provides information on the indicative list of major projects from the ERDF and Cohesion Fund programmes 2014-2020 and details on the projects so far presented for the approval of the Commission. The data set will be updated regularly to reflect changes in the programme lists and major project notifications. Financial Data is in current prices. Reference Date: 23/3/2018
‘Major Projects’ are usually large-scale infrastructure projects in the transport and environment sectors, but some may also involve investments in the energy, research, ICT and other sectors supported by the ERDF or the Cohesion Fund. The total eligible cost for a project to be designated "major" is generally more than € 50 million, but € 75m for transport and energy networks under Thematic Objective 7 - Transport and other strategic networks. Due to their scale and importance the planned major projects are specifically listed in the Operational Programmes and are then subject to an assessment and a specific approval by the European Commission on the basis of documentation including Cost-Benefit Analysis and feasibility studies.
To facilitate their assessment various procedures for sending major projects to the Commission are provided for. (There are separate procedures for projects phased between different financing periods). The Member States are recommended to use independent experts (from the JASPERS initiative) to appraise their projects.
If downloading, check the format of financial amounts and where necessary change you regional settings and default formatting in your chosen software. You can check the results of your aggregation of the financial data by comparing results with the pre-formatted charts profiled on this metadata page under “featured content”.
Tags No tags assigned
Updated
July 4 2023
Views
112

2014 / 2020 Indicators
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This dataset provides information on expected achievements (targets) set for ERDF and Cohesion Fund programmes **specific indicators** defined by national and regional programmes, the decided (forecasts from selected projects) and implemented values.
The reference date for the annual reporting of progress by the programmes achievements is the end of each calendar year.
This dataset contains:
- Time series of the cumulative amounts reported annually for decided and implemented values (i.e. 2016 values include the 2015 values);
- To avoid double counting, the cumulative values from different years **should NOT be aggregated**;
- Allows comparison of the targets year on year (targets change with reallocation of financial resources);
- Allows comparison of decided (forecast) and implemented values with the targets set (allowing users to calculate the % rate of progress);
For more information on the common indicators' definitions used by each fund please go to the "Related Information" sections at the bottom of the fund specific pages and the data on the **common indicators** is available in this separate dataset: https://cohesiondata.ec.europa.eu/2014-2020/ESIF-2014-2020-Achievement-Details/aesb-873i
Tags No tags assigned
Updated
January 19 2024
Views
112