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.

This file contains "categorisation data" from the ERDF/ESF/Cohesion Fund programmes as adopted (including modifications). The data is in current prices. It is regularly updated to reflect reprogramming notified by the programmes.

The data is provided in tables, one for each priority axis (investment pillar), for each specific programme. The categorisation system is defined in Implementing Regulation 215/2014 with 8 dimensions - 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. In analysing the content of the dataset the different dimension should be analysed separately - **NEVER AGGREGATE VALUES ACROSS DIMENSIONS** 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".

The Intervention field dimension is the most complete of the the different dimensions in terms of financial coverage. (NB although the SME initiative programmes were not asked to provide categorisation tables, because of simplified programming requirements, they have been manually added by DG REGIO.)

The total investments under other dimension may vary for different reasons (i.e. Technical assistance priority axes are not encoded in all dimensions, etc.)

If downloading, check the format of financial amounts and where necessary change your 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”.

The categorisation system for Cohesion Policy Funds 2014-2020 (ERDF, ESF and Cohesion Fund) foresees 123 Intervention Field codes for the actions or activities financed by the three Funds. The planned allocation to those codes provide detailed thematic / sectoral information on the planned investments by theme.

The planned financial allocations are to be found in this dataset https://cohesiondata.ec.europa.eu/dataset/ESIF-2014-2020-categorisation-ERDF-ESF-CF/9fpg-67a4

This lookup dataset maps the 123 intervention field codes to higher level "cross cutting" themes such as "climate change", "innovation" "enterprise support" and others combinations. It provides the Commission"s recommend list of codes to be used when assessing the financial allocations to these cross cutting themes.
The dataset also identifies the codes that are taken into account for the tracking of Climate change action along with the weightings applied.

This report provides an overview and details of the latest version adopted by EC or MS of the Operational Programmes (OP) in SFC2014 Front Office. It also displays the increase/ decrease of the EU Amount between two dates.

Parameters:
- Funds : ERDF and ESF
- Categories of intervention codes : 053, 081, 107 and 112
- Lower limit date: 31/01/2020
- Upper limit date: current date

This file contains enterprise related "categorisation data", showing the total programmed/reprogrammed amounts and the increases / decreases, from the ERDF/ESF programmes as adopted since 1/2/2020 mainly in response to the COVID-19 pandemic. The data is in current prices. It is updated daily to reflect reprogramming by the programmes.
Parameters:
- Funds : ERDF and ESF
- Categories of intervention (24) codes : 001, 002, 003, 004, 056, 057, 062, 063, 064, 065, 066, 067, 068, 069, 070, 071, 072, 073, 074, 075, 076, 077, 104, 106.
- Lower limit date: 31/01/2020
- Upper limit date: current date

The categorisation system is defined in Implementing Regulation 215/2014 with 8 dimensions - 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 this report only the health Intervention Fields are presented.

If downloading, check the format of financial amounts and where necessary change your 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”.

This dataset contains the cumulative financial data reported by all cohesion policy fund programmes in its raw form with financing (costs supported and expenditure reported) linked to specific categorisation dimension codes.

The dataset does *not* contain information on planned spending by categorisation codes. Becasue of the data structure that is not possible in this format.

The following categoriation dataset for 2014-2020 are related:
- Categorisation Planned: https://cohesiondata.ec.europa.eu/d/9fpg-67a4
- Categorisation planned vs implemented (aggregated by priority axis and presented by individual dimension codes ): https://cohesiondata.ec.europa.eu/d/3kkx-ekfq