ESIF 2014-2020 Financial Plans (daily update) by country, operational programme, fund, category of region and year.
For more information on the legal basis for ESI Funds 2014-2020, see:
http://ec.europa.eu/regional_policy/en/information/legislation/regulations/

The annual financial plan by fund provides:
- the planned EU annual "main" commitment amount;
- the performance reserve commitment amount;
- broken down by programme (for all ESI funds);
- broken down by "category of region" for each ESF and ERDF "Investment for Growth and Jobs" programme (not available for other funds or programmes)

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* 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* 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.

2021-2027 PA Overview of financial allocations by Policy objective and Fund

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

This dataset presents information on EU payments to the ESI Funds programmes as well as to FEAD, IPA-E and ENI supported programmes.
Annual snapshots are provided in the data and therefore the data **must** be filtered by year to have an accurate view of the total EU planned amount and payments made.
Data is reported on cumulative basis, i.e. the amounts shown in 2017 represent the cumulative payments made from the beginning of the programming period (2014-2017 up to date).
The dataset is updated on a daily basis.

Last Update: March 2016. The data available measures some of the direct outputs under 11 core indicators as reported by over 300 ERDF/CF programmes across the EU. The data is preliminary as the programmes continued their activities to finalise all projects during 2015. The Commission will received the final statements of achievements in March 2017.

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. The implementation values are reported once a year by the 350+ programmes at end January. This dataset 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.

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 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

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".

***** UPDATE: 3/9/2019 *****
With the release of the June 2019 data on "finances implemented" the Commission also makes a correction to the way it compares planned finances with decided finances (selected) for cohesion policy funds. The total planned amounts include programmes (or priorities) that are expressed either in 1) in public cost only, or 2) in total cost (i.e. including private financing). Some of the programmes expressed in public cost were reporting in finances implemented in "total costs of decided (selected) operations (including private cost)" and in "public cost of decided operations". To more accurately reflect the correct selection rate the Commission now takes only the public cost decided for those "public cost" programmes (or priorities). The correction is applied to all new data published and retroactively. The effect is to reduce the cohesion policy selection rate by -0.7% points for end 2018. The change mainly affects ERDF and programmes in following Member States - BE, BG, IT, MT, PT and RO.
**************************

This data set provides time series information on the financial implementation on the ground of the 530+ ESI Funded programmes. The data is cumulative, i.e. 2016 values included the finances implemented for 2015. Therefore the value for different years **MUST NOT BE AGGREGATED**

The financial implementation data is disaggregated by fund, programme, priority axis, thematic objective and category of regions (where available). The data is provided by the managing authorities of the 530+ programmes on at least an annual basis. For some funds the data is provided more regularly:

- ERDF/ESF/CF/YEI: financial data is provided to the Commission 3 times a year on 31/1, 31/7 and 31/10 with data up until 31/12, 30/6 and 30/9 respectively;
- EAFRD: Financial data is to the Commission biannually on 31/1 and 30/09 with data up until 31/12 and 30/08 respectively;
- EMFF: data is provided to the Commission annually up until 31/12.

A detailed description of all the variables in the dataset is provided in the metadata file ESIF_Implemented Finance_Data_Description_of_Dataset_20161219.xlsx (in Attachments below).

Further details on the "finances implemented" data and the other forms of are provided also in the "About" section providing FAQs accessible from the platform - http://ec.europa.eu/regional_policy/en/faq/about_open_data/#8

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. The implementation values are reported once a year by the 350+ programmes at end January. This dataset 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.

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 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

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".